Client Solutions Manager

Waystone

Client Solutions Manager generating new business opportunities in the financial services sector. Collaborating with teams to nurture leads and enhance sales processes.

Posted 7/22/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in lead generation and business development within the asset management and financial services sectors, utilizing CRM tools and sales prospecting platforms to drive client engagement and conversion. Strong communication skills and a proactive approach to relationship building are essential for success in this role.

Highest-signal resume keywords

Lead GenerationBusiness DevelopmentSalesforce CRMCold CallingClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead QualificationOutbound Sales ActivitiesSales ProspectingPipeline TrackingMarket Research

Soft Skills

Excellent CommunicationSelf-MotivatedTeam PlayerCuriousResilient

Tools & Technologies

SalesforceHubSpotLinkedIn Sales NavigatorZoomInfoPrequin

Industry Keywords

Asset ManagementFinancial ServicesFund ServicesGlobal MarketsRegulatory Changes

About the role

Key responsibilities & impact

Identify and research potential clients in the asset management and financial services industries using tools such as LinkedIn Sales Navigator, Salesforce and industry databases, such as Prequin or Lusha
Conduct high-volume outbound activities, including cold calls, emails through Hubspot Sales and social media engagement, to connect with prospective clients and schedule meetings for BD Account Executives
Nurture inbound marketing leads by lead qualification process through emails and discovery calls
Maintain accurate and up-to-date records of all leads, activities and interactions in Salesforce to support efficient pipeline tracking & reporting
Work closely with the marketing and sales teams to align on target accounts, campaigns, and messaging to maximize lead conversion
Stay informed about industry trends, regulatory changes, and competitive landscapes to effectively position Waystone’s solutions
Nurture relationships with prospects through consistent follow-up and personalized communication to build trust and maintain engagement

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent experience)
3-5 years of experience in sales, lead generation, business development, or a customer-facing role, preferably in fund services, into global markets
Excellent verbal and written English communication skills, with the ability to articulate complex solutions clearly
Comfortable with cold calling and engaging prospects across multiple channels (phone, email, LinkedIn)
Familiarity with CRM tools (e.g., Salesforce, HubSpot) and sales prospecting platforms (e.g., LinkedIn Sales Navigator, ZoomInfo)
Self-motivated with a strong work ethic and ability to thrive in a fast-paced, target-driven environment
Basic understanding of the asset management industry or financial services is a plus
Curious, resilient, and eager to learn. A team player with a proactive attitude and a passion for building relationships.

Benefits

Comp & perks

Health insurance
Pension
Holiday pay