Key Responsibilities:
Support business development efforts focused on expanding relationships with prospective and existing institutional clients, partnering closely with account management and internal subject-matter teams.
Take a consultative approach to understanding client needs and identifying opportunities to introduce relevant products, services, and solutions.
Present and explain technology, platform capabilities, and available solutions to prospective clients.
Maintain accurate pipeline activity and provide regular updates to internal stakeholders.
Gather market and client feedback and communicate insights internally to help improve products, services, and the overall client experience.
Lead product and platform demonstrations, coordinate responses to RFPs and other client requests, and collaborate with cross-functional teams on implementations, launches, and strategic initiatives.
Build strong relationships across internal teams and external stakeholders to support business growth and successful client outcomes.
