Lead strategic initiatives to drive growth in partnerships and manage high-value negotiations in the financial services industry, influencing senior stakeholders and shaping multi-year account plans.

As a Business Development Representative, you'll engage potential clients, generate leads, book meetings for sales, and meet ambitious targets while maintaining CRM data.

The Client Business Analyst ensures client-focused data solutions meet business and regulatory needs, collaborating with project teams and clients. Responsibilities include analyzing requirements and providing guidance on best practices.

This role involves demonstrating and promoting Command Deck to financial advisers, managing a sales pipeline, and driving strategic growth for the product.