
Pre-Sales Relationship Manager for Broker-Dealers (Equity)
Advisor360°, LLC., Needham Heights, Massachusetts, us, 02494
A leading wealth management technology firm seeks a Relationship Manager (Pre-Sales) to nurture senior-level relationships within broker-dealers. This role emphasizes building credibility and influencing stakeholders to position the platform as a strategic partner. Responsibilities include developing broker-dealer relationships, collaborating with sales teams, and representing the company at industry events. Candidates need 5+ years of experience in fintech or capital markets, along with exceptional communication skills and existing networks within the broker-dealer ecosystem.
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