Commercial Relationship Specialist

4 days ago


New York, New York, United States AdvisorEngine Full time
Role Summary
We are seeking an energetic and engaging Commercial Relationship Specialist to build relationships and help clients maximize the utility of our software. This internal role requires minimal travel and involves developing and managing relationships with significant Registered Investment Advisor clients. The ideal candidate will have 4+ years of experience in financial services, preferably with wealth management or investment advisory experience.

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