• Publicis Sapient
  • New York , NY
  • Accounting
  • Full-Time
  • 354 W 31st St


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In close collaboration with our Client Partners, the Wealth Management Industry SME plays a key role in our growth and are tasked with both business expansion within existing accounts, as well as?prospecting new account relationships and growing them. This role requires extensive relationship building and focus on revenue, client satisfaction, delivery success and employee development. To achieve this, candidates?must have deep knowledge of wealth management industry, relationship management skills and an appreciation of IT tools, techniques, systems and digital solutions. The incumbent will be accountable for measurable revenue growth goals working in close partnership with Client Partners and Client Portfolio Leads.?

Open to other US locations besides NY.?

Requirements

  • A?minimum of 15 years of experience in the wealth management space
  • Familiarity with platforms like InvestCloud, Orion
  • Experience in data aggregation platforms like Yodlee, Quovo, digital wealth management platforms like Robo-advisors, and front office platforms like CRIMS or back office accounting platforms like Advent
  • Strategic thinking and the confidence and ability to plan ahead.?
  • Experience of leading diverse teams and experience of cultivating and collaborating in a multi-cultural environment.
  • Must be able to navigate a large organization and have the power of persuasion through content and confidence.?
  • Knowledge of value articulation principals that include client ROI and appropriate storyboarding techniques.
  • Knowledge of client context and client engagement guidelines including organizational sensitivities to consistently look for new solutions.
  • Bachelor?s Degree minimum with advanced degrees preferred.
  • Extensive travel required.


  • * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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