Manage a portfolio of mid-enterprise investment and wealth management clients to drive onboarding, adoption, renewals, upsell, and retention. Develop account plans, deliver training and workshops, analyze usage and health with AI-enabled tools, coordinate cross-functional teams, advocate product feedback, and support customer reference programs. Domestic travel up to 25%.

Lead end-to-end enterprise software implementations in the investment management space, ensuring alignment among cross-functional teams, managing risks, and fostering relationships with stakeholders.