Fintech Account Development Specialist

7 days ago


Old Toronto, Canada Boosted Full time
Job Overview

We are a well-funded fintech company based in Toronto, Canada with offices in New York City and Nashville. Our finance-specific AI tools automate custom research workflows, analyzing data from millions of sources tailored to the needs of our investment management clients.

About the Role

As an Fintech Account Development Specialist, you will serve as a bridge between sales and account management. Your primary responsibility is to understand the business drivers of asset management, wealth management, investor relations groups, and global banks. You will engage with C-suite financial services executives, portfolio managers, and analysts to comprehend their investment processes, challenges, and objectives.

Key Responsibilities:
  • Mentor team members or contribute to refining internal consulting processes.
  • Be an expert on CRM data, workflows, and reporting.
  • Conduct training sessions and workshops to educate clients on using our AI tools effectively.
Requirements

To excel in this role, you should possess a Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field. An advanced degree (MBA or MS) is preferred. Proficient use of tools like Office, CRM systems, Slack, and Zoom is also essential.

Estimated Salary: $110,000 - $140,000 per year

This salary range is based on industry standards for similar roles in Toronto, considering factors such as job description, required skills, and location. We offer a competitive compensation package that includes benefits and opportunities for growth within the company.



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