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oraclecloudinfrastructure
The Wealth Management Client Sales Specialist supports advisors within a full-service platform to drive sales revenue through client relationship building and referral source management. This role focuses on enhancing client satisfaction, ensuring data integrity, and maintaining compliance with operating procedures. The specialist acts as a liaison between the sales team, compliance, and other business lines to facilitate smooth operations.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for oraclecloudinfrastructure.
oraclecloudinfrastructure didn’t post a salary, so this is our estimate from similar listings.
27% above the average for this role