Growth-Focused Client Solutions Lead

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 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.