Account Services Analyst New Office - Mumbai, India

DriveWealth, LLC; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match

Paid Parental Leave

Paid Time Off

Job summary

DriveWealth is seeking an Account Services Analyst for our Mumbai, India office. The role centers on coordinating clients and partners, supporting India business operations, and providing high-level executive support to the Head of India.

You will manage calendars, travel, and regional reporting while ensuring smooth communications across the region. In this fast-growing environment, you'll prepare client-facing materials, update CRM, assist in sales enablement, and help maintain office

Qualifications

• 3+ years in account management, client success, sales operations, or executive support within financial services or fintech.
• Proven track record supporting client relationships, sales pipelines, and regional initiatives in India.
• High agency and proactive ownership; ability to manage multiple client and internal priorities for executive leadership without prompting.
• Strong communication and presentation skills, with experience preparing high-impact client pitch decks and executive briefings.
• Systems-thinking skills and proficiency in CRM tools (e.g., Salesforce) and Google Workspace to streamline operational workflows.
• Strong English communication skills (written and verbal) are essential, along with exceptional cross-cultural negotiation and relationship-building abilities.
• A "force multiplier" mindset, naturally anticipating the needs of the Head of India and regional partners.
• High emotional intelligence and discretion when handling sensitive commercial, partner, and operational data

Responsibilities

• Serve as the primary point of contact for clients and partners in India, coordinating meetings, follow-ups, and deliverables with internal teams and global stakeholders
• Support day-to-day India business operations, including vendor coordination, office administration, and regional reporting
• Provide strategic leverage and operational support directly to the Head of India, managing calendars, travel logistics, expense reports, and regional priorities
• Assist in preparing client-facing materials, tailored pitch decks, briefing documents, and market research for sales meetings and partner engagements
• Act as a key liaison for existing India client relationships, tracking follow-ups, resolving routine inquiries, and maintaining CRM/pipeline records
• Facilitate communication between India leadership, clients, external partners, and global internal teams (product, compliance, operations)
• Act as the face of our India offices by greeting guests and candidates at reception; manage daily food and beverage ops and keep the office organized
• Plan and execute internal and external gatherings, including team onsites, offsites, and partner visits
• Handle sensitive information with professionalism, discretion, and emotional intelligence

Skills

Client management

Sales operations

Executive support

CRM (Salesforce)

Google Workspace

English communication

Cross-cultural negotiation

Discretion

Team collaboration

Tools

Salesforce

Google Workspace

Job description

DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.

There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!

About the Role

DriveWealth is hiring an Account Services Analyst for our Mumbai, India office. Reporting directly to the Head of India, this role prioritizes client and partner coordination alongside high-level executive support and India business operations. We are looking for mature, dynamic individuals who excel in fast-paced, high-growth environments and can drive operational and client success across the region.

What You’ll Do

• Client & Partner Coordination: Serve as the primary point of contact for clients and partners in India, coordinating meetings, follow-ups, and deliverables with internal teams and global stakeholders
• India Business Operations: Support day-to-day India business operations, including vendor coordination, office administration, and regional reporting
• Executive & Regional Support: Provide strategic leverage and operational support directly to the Head of India, managing calendars, travel logistics, expense reports, and regional priorities]
• Sales Enablement & Pitch Preparation: Assist in preparing client-facing materials, tailored pitch decks, briefing documents, and market research for sales meetings and partner engagements
• Relationship Management Support: Act as a key liaison for existing India client relationships, tracking follow-ups, resolving routine inquiries, and maintaining CRM/pipeline records
• Cross-Functional Coordination: Facilitate communication between India leadership, clients, external partners, and global internal teams (product, compliance, operations)
• Workplace Experience: Act as the face of our India offices by greeting guests and candidates at reception. You will manage the daily food and beverage operations (team lunches and snacks) and ensure the office environment is organized and professional
• Events: Plan and execute internal and external gatherings, including team onsites, offsites, and partner visits, handling everything from venue sourcing to catering and transportation
• Discretion: Handle sensitive information with a high degree of professionalism, discretion, and emotional intelligence

You Bring

• 3+ years of experience in account management, client success, sales operations, or executive support within financial services or fintech
• Proven track record supporting client relationships, sales pipelines, and regional business development initiatives in India
• High agency and proactive ownership; ability to manage multiple client and internal priorities for executive leadership without prompting
• Strong communication and presentation skills, with experience preparing high-impact client pitch decks and executive briefings
• Systems-thinking skills and proficiency in CRM tools (e.g., Salesforce) and Google Workspace to streamline operational workflows
• Strong English communication skills (written and verbal) are essential, along with exceptional cross-cultural negotiation and relationship-building abilities
• A "force multiplier" mindset, naturally anticipating the needs of the Head of India and regional partners
• High emotional intelligence and discretion when handling sensitive commercial, partner, and operational data

Special Knowledge (Nice to Have, But Not Required)

• Understanding of brokerage, capital markets, or wealth management technology landscape in India
• Experience working with cross-functional global teams in product, compliance, and legal within financial services
• Korean language skills are a plus but not required

Location

This role is open to candidates in the following locations: Mumbai, IN

• This role is expected to come into the office on a cadence set by the Hiring Manager/Team.
• If you're not based in the listed location above, this role is not a fit, and we cannot accommodate remote work outside this location.

Working at DriveWealth

We do our best work when we're in the same room. To maintain the speed our partners expect, our New York, Chicago, and Lithuania teams work in office on a hybrid schedule. We've found that being physically side-by-side is the only way to solve complex problems in real-time and stay truly accountable to the products we ship. When you're here, you're working directly with the people making the decisions.

• competitive compensation, equity, and a 401(k) match
• Medical insurance
• Dental insurance
• Vision insurance
• Disability insurance
• Paid Parental Leave
• wellness reimbursement
• company-provided phone
• personal development allowance
• Paid Time Off (PTO)
• observed holidays

To support that work, we provide competitive compensation, equity, and a 401(k) match. We also offer Medical insurance, Dental insurance, Vision insurance, Disability insurance, and Paid Parental Leave, along with a wellness reimbursement, a company-provided phone, and a personal development allowance. Finally, we value the time you spend away from the office with generous Paid Time Off (PTO) and observed holidays.

Pay is generally based on the level, complexity, responsibility, location, and job duties/requirements of the specific position. We then source candidates with the requisite skills, expertise, education, training, and experience. If you are selected for an interview, please feel welcome to speak to a recruiter about our compensation philosophy and other available benefits. This role is eligible for base, bonus, equity, 401(k) match, and heavily subsidized benefits and perks.

To build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply.

Agency Disclaimer

DriveWealth does not accept agency resumes. Do not forward resumes to our jobs alias, employees, or any other organization location. DriveWealth is not responsible for any fees related to unsolicited resumes.