DriveWealth
Website:
drivewealth.com
Job details:
About Us
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.
- Applicants must be authorized to work for any employer in the U.S. DriveWealth does not sponsor or take over sponsorship of an employment visa at this time.
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.
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.
Work Authorization
Applicants must possess the legal right to work in the country where the position is located at the time of application. DriveWealth requires all employees to provide original documentation verifying their work authorization on or before their first day of employment.
For US-based roles: Applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future visa sponsorship. DriveWealth does not provide visa sponsorship or support for employment authorization, including transfers, at this time. Offers of employment are strictly contingent upon an individual’s ability to secure and maintain the legal right to work at the Company.
How We Think About AI
We leverage AI to work smarter and move faster. We seek AI-curious talent who are proactive about using emerging tools to increase signal quality, reduce friction, and improve outcomes to deliver products faster, provide better service to our partners, and to streamline processes. Your ability to leverage our internal tools and technology to drive results is as important to us as your core domain expertise.
Compensation
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.
Equal Employment Opportunity
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.
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