Lead new business growth in the Brazilian Financial Services and Payments market, driving end-to-end sales cycles and securing complex enterprise technology deals.
Compensation
Competitive compensation and benefits
Responsibilities
Drive new business development and new-logo acquisition
Own the end-to-end sales cycle from prospecting to closing
Develop trusted relationships with C-level executives
Identify opportunities across solutions such as Cards and Issuing, Payment Processing, Acquiring, Core Banking, Fraud Prevention, and Chargeback and Dispute Management
Lead complex sales opportunities and commercial negotiations
Create and deliver educational content and training for Wealthbox customers, including videos, guides, webinars, and one‑on‑one sessions, while collaborating with product, marketing, support, and account teams.
Responsibilities
Create and maintain one‑to‑many education content, including how‑to videos, guides, and knowledge base articles.
Work closely with Product and Marketing to produce feature‑specific education for new releases.
Plan, host, and present webinars and other one‑to‑many education programs on advanced features, workflows, best practices, and new releases.
Work directly with customers after go‑live to ensure confidence and optimal use of Wealthbox.
Share best practices that show advisors how to get the most from Wealthbox in their day‑to‑day workflows.
Requirements
Bachelor's degree or equivalent
Nice to have: AI-forward mindset
Nice to have: Experience with AI tools for content development
Nice to have: Experience with CRM software or financial services technology
Drive new business growth across the Brazilian Financial Services and Payments market as a Sales Executive Lead.
Compensation
Competitive compensation and benefits
Responsibilities
Drive new business development and new-logo acquisition, building a strong and consistent pipeline across the Brazilian Financial Services and Payments market.
Own the end-to-end sales cycle, from prospecting and opportunity qualification through solution positioning, business case development, negotiation, and closing.
Develop trusted relationships with C-level executives and senior decision makers, using a consultative, value-based sales approach to address strategic business and technology priorities.
Identify opportunities across solutions such as Cards and Issuing, Payment Processing, Acquiring, Core Banking, Fraud Prevention, and Chargeback and Dispute Management.
Lead complex sales opportunities and commercial negotiations while coordinating with FIS teams across Solution Consulting, Product, Technology, Delivery, Finance, Legal, and Commercial Management.
Responsible for defining and implementing Xtrackers product strategy, structuring and maintaining ETF and other passive investment solutions, and acting as product specialists for clients and coverage colleagues.
Locations (2)
Mumbai, Maharashtra, India
Pune, Maharashtra, India
Responsibilities
Establish a roadmap using Power Automate and related workflow tools as the first step towards an automation-ready and agentic AI-ready operating model for Xtrackers Products.
Build a detailed understanding of Xtrackers product processes, controls, data flows, decisions and stakeholder hand-offs, and identify opportunities to simplify, standardise and automate them.
Design, develop, test and maintain workflow automation solutions using Microsoft Power Automate, including approvals, notifications, task allocation, status tracking, reminders and exception handling.
Create fit-for-purpose Power Apps, SharePoint lists, forms and dashboards that provide clear ownership, structured data capture, and transparent process status.
Support client relationships, manage cashiering and money movements, and facilitate firmwide support functions for a wealth management firm.
Compensation
The annualized base pay range for this role is expected to be between $55,000 - $65,000 base salary compensation range. Other rewards may include an annual cash bonus
Responsibilities
Process and reconcile money movements on behalf of clients
Interface with external custodian banks for account opening and asset transfer
Lead account opening and new client onboarding project plans
Maintain existing client information in the firm’s database
Support alternative investment processing procedures
Use each automation initiative to prepare the team for future agentic processes by creating standard workflow stages, reliable data inputs, clear business rules, documented outputs and defined escalation routes.
Requirements
University degree or equivalent international qualification in Engineering
Education SpecialistNewWealthbox · Remote, US
Sales Executive Lead, Direct New SalesNewFIS Global · Sao Paulo, Brazil