Own overall revenue outcomes for assigned clients through driving new business, upsell, and cross-sell opportunities
Act as the point of accountability for the client relationship
Maintain executive-level relationships to understand the client’s business strategy, operating model and challenges to position GlobalLINK as a strategic partner
Lead account planning and opportunity road-mapping to identify whitespace opportunities across products, services, and geographies by aligning client needs with our firm-wide capabilities and strategic priorities
Coordinate internal stakeholders to ensure the right resources are engaged at the right time
Maintain overall client health and retention by balancing growth ambitions with long-term sustainability
Proactively manage issues, escalations, and service risks; ensure delivery teams are aligned to client expectations
Develop expertise on industry trends, competitor services/offerings, and clients’ business environment to provide clients with industry insights

4+ years in the financial services industry, preferably in the Money Market Fund/liquidity management industry and/or financial technology
Bachelor’s degree, FINRA Licenses 7 and 63 and a clean U-4 will be required
Experience selling SaaS or technology-enabled financial solutions
Travel up to 25% may be required.

Generous medical care
Insurance coverage including basic life, medical, dental, vision, and long-term disability
Retirement savings plan (401K) with company match
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans

Client Partner, Assistant Vice President

Key skills