The Client Success Technical Support Rep provides high-level technical support, troubleshooting, and client training while ensuring platform adoption and satisfaction. They serve as a liaison between clients and internal teams to resolve issues efficiently.

As an Account Executive, you will lead enterprise sales for Wealth Access, conducting prospecting, qualifying leads, and nurturing client relationships while collaborating with the team.

The Project Manager will lead an agile team, managing project timelines, expectations, and reporting, while coordinating with stakeholders and cross-functional teams to enhance product development and growth opportunities.