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Pre-Sales Relationship Manager – Broker-Dealer; Equity

Job in Needham, Norfolk County, Massachusetts, 02492, USA
Listing for: Advisor360°, LLC.
Full Time position
Listed on 2026-01-28
Job specializations:
  • Sales
    Sales Manager
  • IT/Tech
Job Description & How to Apply Below
Position: Pre-Sales Relationship Manager – Broker-Dealer (Equity)
A financial technology firm is seeking a Relationship Manager (Pre-Sales) to build and manage senior-level relationships with broker-dealer organizations. The ideal candidate has over 5 years of relevant experience in wealth technology or fintech, focusing on relationship development and enterprise sales support. This role will influence broker-dealer strategies and establish the company's presence in the market while providing insight into industry dynamics.

Competitive compensation and benefits are offered, including an unlimited paid time off program.
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