This role facilitates the fast growth of the Banking and Wealth Management category while upholding and expanding existing client relationships
Job Summary
This role facilitates the fast growth of the Banking and Wealth Management category while upholding and expanding existing client relationships.
The successful candidate will analyze significant amounts of data to identify trends and recommend innovative marketing solutions like remarketing and cross-sell opportunities.
The position offers a competitive salary range of $90,000 to $130,000 USD annually along with performance bonuses, equity, and standard employee benefits.
Matching Summary
This role facilitates the fast growth of the Banking and Wealth Management category while upholding and expanding existing client relationships.
Salary
Base: $90,000 - $130,000 USD annually; Bonus/Equity: Performance bonus, commission, and restricted stock units eligible; Benefits: Health care, retirement, paid time off, and other tax-reportable benefits
Skills & Requirements
Must-have
5+ years client management experience
Financial services or online marketing background
Advanced Excel proficiency for data analysis
Nice-to-have
Knowledge of Tableau or SQL tools
Understanding of web metrics and pricing structures
Experience with business intelligence visualization
Key Requirements
Bachelor's degree in Economics, Marketing, Business, or related field
Minimum 5 years of client management experience in financial services
Proficiency in Excel and ability to work with large datasets