Client Solutions Manager

Waystone; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Career growth

Training & development

Health insurance

Pension & holidays

Job summary

Waystone is seeking a motivated Client Solutions Manager to help build out a sales function in the US. The role focuses on generating new business opportunities by identifying, qualifying, and nurturing leads through proactive outreach and relationship-building within the financial services sector.

The position emphasizes multi-channel outreach (phone, email, LinkedIn) and collaboration with marketing to position Waystone’s solutions.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or a related field or equivalent experience.
• 3–5 years of sales, lead generation, business development, or a customer-facing role, preferably in fund services.
• Experience identifying, qualifying, and nurturing leads through proactive outreach.

Responsibilities

• Identify and research potential clients in asset management and financial services.
• Conduct high-volume outbound activities including cold calls and emails to schedule meetings.
• Nurture inbound leads and set up sales meetings for the Commercial team.
• Qualify leads by assessing needs, budget, and fit with Waystone’s services.
• Maintain accurate records of leads and activities in Salesforce.
• Collaborate with marketing and sales to align target accounts and messaging.
• Stay informed about industry trends to position Waystone’s solutions.
• Follow up with prospects to build trust and engagement.

Skills

Lead generation

Outbound outreach

CRM proficiency

Communication

Team collaboration

Market research

Education

Bachelor's degree

Tools

Salesforce

HubSpot

LinkedIn Sales Navigator

ZoomInfo

Job description

Waystone is seeking a motivated and results-driven Client Solutions Manager to join our marketing team and help build out a sales function in the US.

The Client Solutions Manager will play a critical role in generating new business opportunities by identifying, qualifying, and nurturing leads through proactive outreach and relationship-building, as well as helping build processes for the team to adhere to. This position is ideal for a self-starter with excellent communication skills and a passion for driving growth in the financial services sector.

Key Responsibilities

• Lead Generation: 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 Preqin or Lusha.
• Outreach: 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.
• Nurturing: Nurture inbound marketing leads by lead qualification process through emails and discovery calls. Gathering the specifics of the requirement and successfully setting up sales meetings for the Commercial team to convert leads into opportunities.
• Qualification: Qualify inbound and outbound leads by assessing their needs, budget, and fit with Waystone’s services, ensuring high-quality opportunities are passed to the sales team.
• Pipeline Management: Maintain accurate and up-to-date records of all leads, activities and interactions in Salesforce to support efficient pipeline tracking and reporting.
• Collaboration: Work closely with the marketing and sales teams to align on target accounts, campaigns, and messaging to maximize lead conversion.
• Market Research: Stay informed about industry trends, regulatory changes, and competitive landscapes to effectively position Waystone’s solutions. Work closely with the marketing teams to create business development narratives/messaging & other marketing collaterals like case studies.
• Follow-Up: Nurture relationships with prospects through consistent follow-up and personalized communication to build trust and maintain engagement.

Education: Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent experience).

Experience: 3-5 years of experience in sales, lead generation, business development, or a customer-facing role, preferably in fund services, into global markets.

Skills

• Excellent verbal and written English communication skill(s), 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.

Attributes: Curious, resilient, and eager to learn. A team player with a proactive attitude and a passion for building relationships.

What We Offer

• Competitive Compensation: Base salary plus commission-based incentives.
• Career Growth: Opportunities for advancement within a rapidly growing global company.
• Training & Development: Comprehensive onboarding and ongoing training to support your success.
• Benefits: Health insurance, pension & holiday pay.
• Culture: A collaborative and inclusive work environment that values innovation and impact.