Teams at Objectway

Drive revenue growth and client retention for assigned wealth-management accounts by developing account plans, managing renewals, upsells/cross-sells, negotiating contracts, owning pipeline, coordinating internal teams, and building senior client relationships to ensure satisfaction and long-term expansion.

Manage end-to-end delivery and post-delivery transitions for key wealth management clients, ensuring contractual SLAs/KPIs are met, coordinating cross-functional teams, supporting billing and contracts, communicating status/risks, and driving client retention and new service opportunities.

Configure and implement Objectway portfolio and CRM software, migrate data into SQL Server, write and optimize T-SQL, produce SQL/SQL Reporting reports, test releases, tune SQL Server performance, and collaborate with functional consultants to meet client requirements.