Wealth Relationship Manager Jobs

About Paytm Group: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the Role: Paytm Money is looking for a strategic and growth-driven Business Head – Mutual Funds & NFO to lead one of the most critical charters within our wealth business. This role will own the complete Mutual Fund and New Fund Offer (NFO) business, including business strategy, product growth, partnerships, customer acquisition, revenue acceleration, platform innovation, and market expansion. The ideal leader will bring deep expertise in mutual fund distribution, passive and active investment products, investor behavior, AMC partnerships, and digital wealth ecosystems, while building a scalable business that democratizes investing for millions of Indians. This is not just a distribution leadership role. It is an opportunity to define the next phase of retail investing by building India’s most intelligent, accessible, and high-growth MF platform. Key Responsibilities: 1. Business Ownership & P&L Leadership * Own end-to-end P&L for the Mutual Funds and NFO business * Define annual and long-term growth strategy * Drive topline growth, profitability, customer expansion, and AUM scale * Build category growth roadmap across: Equity Mutual Funds, Debt Funds, Hybrid Funds, Index Funds, ETFs, International Funds, Thematic / Sectoral Funds 2. NFO Strategy & Execution * Lead the complete NFO business charter * Identify high-potential fund launches and build GTM strategy * Drive subscription volumes across marquee NFO launches * Partner with AMCs for exclusive campaigns and launches * Build strong investor education and conversion funnels around NFO participation 3. Growth & Customer Acquisition * Drive MF in

About Paytm Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the Role: We are looking for an experienced Campaign Manager who will manage end-to-end growth campaign execution and will analyze campaign performance, run experiments, optimize engagement/conversion, and work with cross-functional teams to ensure smooth and timely execution. Requirements: ●2+ years of hands-on experience in Growth Operations, preferably in a consumer tech or fintech environment, with strong campaign execution expertise. ● Strong proficiency in Clevertap, AI tools such as ChatGPT, Claude, and Gemini to improve operational efficiency, automate workflows, and enhance campaign processes. ●Manage end-to-end execution of cashback, CLM, push, and banner campaigns, including CleverTap setup, segmentation, targeting, scheduling, and QC. ●Collaborate with Growth, CLM, Marketing, Design, Promo, and Tech teams for seamless execution and timely resolution of dependencies. ● Analyze campaign performance, drive experimentation and optimization, and identify opportunities to improve engagement and conversion. ●Demonstrate strong ownership, analytical thinking, problem-solving, communication, and execution skills, with the ability to work independently. Why join us? A collaborative output driven program that brings cohesiveness across businesses through technology Improve the average revenue per use by increasing the cross-sell opportunities A solid 360 feedback from your peer teams on your support of their goals Respect, that is earned, not demanded from your peers and manager Compensation: If you are the right fit, we believe in creating wealth for you with enviable 500 mn+ registered users, 25 mn+ m

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

ABOUT KHAN ACADEMY Khan Academy is a fast-paced, nonprofit startup on a mission to provide a free, world-class education for anyone, anywhere. We already reach millions of students every month and are growing rapidly. We’re building a library of world-class instructional and practice resources that empowers learners. Whether they’re studying matrices, mitosis, or multivariable calculus, we want to offer students the resources to realize that they can learn anything. ABOUT KHAN ACADEMY INDIA Khan Academy India aims to deliver a world class user experience to learners in India that is locally relevant and is enabled by a strong on-the-ground team and operations. Our learning system is mastery based, which allows students to master key concepts at a pace that’s right for them before moving on to more challenging content. From serving under 500,000 learners in 2016, we are now serving almost 4 million learners a month across our websites, apps and youtube channels. These learners include both independent learners accessing us at home and teacher directed learners in schools. Our focus is to reach the underserved by making our content accessible in local languages. Khan Academy is already available in Hindi, Hinglish, Kannada, Gujarati, Tamil, Marathi and Punjabi. ABOUT THE ROLE The Partner Operations and Support team at Khan Academy India sits at the intersection of various state teams, constantly receiving a wealth of valuable, on-the-ground information, ranging from local best practices to powerful testimonials from students, teachers, principals, and government officials. Currently, much of this qualitative data sits with the respective state program teams, and we risk losing these valuable insights over time. We are looking for a Program Documentation and Learning Coordinator to streamline our knowledge management. In this role, you will act as our internal knowledge hub, synthesizing qualitative insights into structured, easily accessible re

Who Are We HALA is a leading fintech player in the MENAP region that aims to redefine financial services and build the future bank of SMEs. HALA aims at empowering SMEs to start, run, and grow their businesses by providing them with cutting-edge financial and technological tools. HALA currently holds multiple entities in UAE, Saudi Arabia and Egypt (including HALA Payments and HALA Logistics) and offers solutions that enable merchants to digitize their payments as well as manage their sales and operations. Founded in 2017, HALA is currently licensed by the Saudi Arabian Central Bank. Job Summary Responsible for managing and enhancing the transaction monitoring framework to ensure timely detection, investigation, and escalation of suspicious activities in line with SAMA regulations and internal AML policies. The role oversees monitoring controls, alert management, quality assurance, and team performance to mitigate money laundering and terrorist financing risks JOB-SPECIFIC Responsibilities: Own and operate the AML/CTF monitoring function end to end, including customer acceptance, KYC, CDD, EDD, transaction monitoring, investigations, escalation, and ongoing risk management. Review customer onboarding and periodic KYC updates and obtain the required approvals for high-risk customers, PEPs, complex ownership structures, UBOs, and source of funds/source of wealth assessments, with clear documentation and audit-ready records. Design, maintain, review, test, and enhance transaction monitoring scenarios, rules, thresholds, and logic to ensure effective detection of money laundering and terrorist financing risks and continuous improvement of monitoring quality. Oversee alert handling and investigations lifecycle, ensuring timely review, sound analysis, proper documentation, and structured escalation of suspicious cases to the AML/CTF reporting function for submission to the FIU. Review and update customer risk ratings (low, medium, high) based on relevant internal and exte

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Feeds Team! Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. As a Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Analyse and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) int

About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role You will lead the Financial Services and Insurance industry strategy and business growth agenda, defining how the organization serves banks, credit unions, fintechs, payments companies, wealth firms, and insurers through industry-specific customer experience automation, cloud modernization, AI, and workflow orchestrati

WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU We need strong sellers to help new Financial Services customers realize their digital transformation goals while evolving how our current customer base leverages Box. By joining the Box Enterprise Sales team you will have an opportunity to work alongside our senior sales leaders and our most strategic customer base within banking and wealth management. WHAT YOU'LL DO Source and close net new logos within a given territory within the Financial Services vertical, specifically across Retail Banking, Capital Markets, and Wealth & Asset Management institutions Research and understand your customers and prospects to gain insight into their business challenges and Box value proposition Influence and drive the sales pr

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the role: The candidate will be responsible for handling the Employee Query coming on the helpdesk ticket system and have to ensure the ticket closures within specific TAT. Responsibilities: Knowledge of MS Office/Advanced MS Excel Good communications skills Email etiquettes Internal team coordination and data management Desired Candidate : Should be very prompt over email/calls A candidate with good communication skills is preferred Basic Excel knowledge is preferred. Verbal and written communication in English Duration: Should be available for 6 months of Internship Education: Must be pursuing Graduation or Post Graduation Why join us: Merit-based culture that thrives on self-motivated & driven individuals who are set out to make a successful career in India’s fastest-growing Fintech Organization. Agile & democratic setup that gives space to your creativity, and offers the opportunity to work at scale coupled with an environment that encourages diverse perspectives at all times. Compensation: If you are the right fit, we believe in creating wealth for you With enviable 500 mn+ registered users, 21 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story!

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the Role- ● Good command of using AI tools to enhance operational efficiency and campaign workflows. ● 2+ years of hands-on experience in Growth Operations in a consumer tech or fintech environment. ● Strong hands-on experience with CleverTap — campaign execution, user segmentation, and growth dashboards. ● Proven ability to collaborate with cross-functional teams — CLM, Marketing, Growth, and Design. ● Strong ownership mindset — takes accountability for outcomes and drives results with minimal hand-holding. ● Strong analytical thinking, problem-solving, and experimentation approach with clear communication skills. Why join us: Work with a high-performing and passionate product, design, and engineering team. Shape the future of credit for millions of users. Build at scale in one of India’s most dynamic and regulated spaces. Flexible and inclusive work environment with fast decision-making and ownership. Compensation: If you are the right fit, we believe in creating wealth for you with enviable 500 mn+ registered users, 25 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story!

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: CST Team comprises service associates who help customers get onboarded on Paytm and help them have a good experience of Paytm services. About the role: Candidate has to handle concerns and complaints raised by the customers/merchants on a day-to-day basis and make sure the daily tasks are being closed within the defined TAT with a good customer experience. Expectations/ Requirements: ● Resolving day-to-day queries of the customers/merchants via call/chat. ● Oversee day-to-day management of campaigns and ensure brand consistency ● Ensure brand consistency in copy through tone, voice, and terminology ● Developing and implementing a timeline to achieve targets. Superpowers/ Skills that will help you succeed in this role: ● High level of drive, initiative, and self-motivation ● 1+ years’ experience in customer support ● Exceptional multi-tasking skills ● Strong problem-solving skills Educational Qualification: Any Graduate. Why join us 1. A collaborative output-driven program that brings cohesiveness across businesses through technology 2. Improve the average revenue per use by increasing the cross-sell opportunities 3. A solid 360 feedback from your peer teams on your support of their goals 4. Respect, that is earned, not demanded from your peers and manager Compensation: If you are the right fit, we believe in creating wealth for you With enviable 500 mn+ registered users, 21 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing

Synthesia is the world’s leading AI video platform for business, used by over 90% of the Fortune 100. Founded in 2017, the company is headquartered in London, with offices and teams across Europe and the US. As AI continues to shape the way we live and work, Synthesia develops products to enhance visual communication and enterprise skill development, helping people work better and stay at the center of successful organizations. Following our recent Series E funding round, where we raised $200 million, our valuation stands at $4 billion. Our total funding exceeds $530 million from premier investors including Accel, NVentures (Nvidia's VC arm), Kleiner Perkins, GV, and Evantic Capital, alongside the founders and operators of Stripe, Datadog, Miro, and Webflow. About the role Synthesia is seeking experienced Strategic Account Executives to join our Global Accounts team. Utilizing your wealth of experience in methodological, value-driven sales environments, you will land and expand logos with over 10,000 employees. As a business, we have achieved incredible success on the back of strong product-led growth and investment, yet we’re just getting started. At the forefront of organizations' minds today is how to incorporate AI into their digital strategy. By joining Synthesia, you will become a subject matter expert on this evolution and educate market leaders on how AI video can enhance communication through all aspects of their business. If you’re someone who thrives in scale-up environments and wants to bring an industry-leading product to market, then we’d love to hear from you. What you’ll be doing… Driving Annual Recurring Revenue (ARR) through landing and expanding our highest-value customers. Ensuring a robust pipeline of sales opportunities for your target accounts through direct and teamed prospecting. Be accountable for accurate forecasting, regular quarterly revenue delivery, and the implementation of agreed account plans. You will develop subject matter experti

Synthesia is the world’s leading AI video platform for business, used by over 90% of the Fortune 100. Founded in 2017, the company is headquartered in London, with offices and teams across Europe and the US. As AI continues to shape the way we live and work, Synthesia develops products to enhance visual communication and enterprise skill development, helping people work better and stay at the center of successful organizations. Following our recent Series E funding round, where we raised $200 million, our valuation stands at $4 billion. Our total funding exceeds $530 million from premier investors including Accel, NVentures (Nvidia's VC arm), Kleiner Perkins, GV, and Evantic Capital, alongside the founders and operators of Stripe, Datadog, Miro, and Webflow. About the role Synthesia is seeking an experienced Strategic Account Executive to join our EMEA Global Accounts team. Utilising your wealth of experience in methodological, value-driven sales environments, you will land and expand strategic logos (10,000+ employees) in DACH. For this role, it's essential you speak native-level German and have sold to Strategic logos across DACH. As AI continues to shape the way we live and work, Synthesia develops products to enhance visual communication and enterprise skill development, helping people work better and stay at the centre of successful organisations. Following our recent Series E funding round, where we raised $200 million, our valuation stands at $4 billion. Our total funding exceeds $530 million from premier investors, including Accel, NVentures (Nvidia's VC arm), Kleiner Perkins, GV, and Evantic Capital, alongside the founders and operators of Stripe, Datadog, Miro, and Webflow. What you’ll be doing… Driving Annual Recurring Revenue (ARR) through landing and expanding our highest-value customers in DACH. Ensuring a robust pipeline of sales opportunities for your target accounts through direct and teamed prospecting. Be accountable for accurate forecasting, regu

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Financial Management team develops market leading API products that power the most influential digital finance experiences that help millions of consumers and small businesses every day - think budgeting apps and financial management tools offered by banks and wealth platforms. Our mission is to unlock financial freedom for everyone by making it easier for customers and businesses to meet their financial goals. We do this through a state-of-the art, data aggregation and machine learning engine that enables our customers to seamlessly build delightful experiences on top of consumer-permissioned financial data. Every day, Plaid helps thousands of developers build a better financial future. You'll be responsible for defining the products which enable Plaid and our customers to shape the future of financial services. We are looking for the right product manager to own and grow Plaid’s financial management products, including Transactions, Investments, and Liabilities, even more valuable to our customers and partners. Plaid is on a journey to build insights on top of open banking data that drive value for customers, consumers and the fintech ecosystem in general. Additionally AI is changing how consu