Teams at Waystone

The role involves managing key client relationships within the financial services sector to drive revenue growth, utilizing established account management methodologies and strategic planning.

The Sales Development Representative generates new business by identifying and nurturing leads, conducting outreach, qualifying prospects, and managing the sales pipeline. They collaborate with marketing and sales teams while staying informed on industry trends.

The Senior Associate will administer clients' compliance programs, conduct reviews, maintain documentation, and collaborate with consultants on regulatory obligations.