Director of Account Management

4 weeks ago


Vancouver, British Columbia, Canada henon Full time
Role Title: Director, Financial Analysis & Onboarding Area of Interest: Fintech, Asset Management, Private Equity, Private Credit, Corporate Finance, M&A, Investment Banking
Location: Remote First, CA-ON-Toronto or CA, CA-BC-Vancouver
Job Type: Full Time
# We are building a relationship first, tech enabled financial services company founded to help make private market data more agile, efficient, and clever.

The successful candidate will possess 5+ years of experience and will be involved in all stages of client interactions including solution design, model building and client advisory. You will help the business development team close business and oversee relationships with new and existing clients through our high touch relationship practices.

Lead the onboarding process for designated accounts
Help customers derive value by being a product expert and problem solver
Previous working experience in Consulting or M&A or Corporate Finance required
Strong understanding of financial models, experience working with algorithms and relational data
Disciplined approach to time management and deadlines
Remote first work environment
We're building a fair and inclusive work environment that is representative of the diverse industry we have the pleasure of serving.

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