FIS' wealth management business provides a holistic wealth platform with services designed to help financial institutions, single and multi-family offices, and wealth managers run their business more profitably, connect with their clients and grow their business. Customers have unparalleled control over their business model, with the ability to select the deployment option and solution suite that best fits their business needs. From client acquisition and communication, transaction management, risk and compliance, portfolio management, retirement plan administration and reporting, our solutions can be deployed as stand-alone products, part of a unified platform, or in an outsourced environment.
Responsibilities
You will manage, plan, and lead on growth plans for assigned relationships to increase account penetration with a long-term and multi-year focus.
You will develop and execute on account plans to ensure revenue growth from account base.
You will act as primary liaison between your client and FIS with the critical role of understanding and aligning with the client strategy and expectations.
What you bring:
General knowledge of wealth and/or advisory technology including systems, applications and fiduciary practices.
Expert negotiation and communication skills, both written and verbal.
Communicates ideas (verbal and written) in a clear, concise, and professional manner appropriate to audience include executive levels.
Solid decision-making and problem-solving skills.
Analytical skills to determine client business needs and requirements.
Ability to remain calm under various levels of pressure.
Added bonus if you have:
Proven track-record of successful sales achievement.
Good understanding of FIS Wealth solutions and services.
What we offer you
Competitive salary and excellent bonus potential (upon entering a full sales executive role)
A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
The chance to work on some of the most challenging, relevant issues in financial services & technology
A broad range of professional education and personal development opportunities
A work environment built on collaboration, flexibility and respect
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice .
EEOC Statement
Sourcing Model
#pridepass
Benefits
Performance bonus
Additional Information
Job Description
Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.
Fis · Nyc Ova Flr62, NY