
201 - 500 employees
Founded 2012
💳 Fintech
🔌 API
💸 Finance
💰 $15M Private Equity Round on 2022-12
Fintech • API • Finance
DriveWealth is a pioneering fintech company that provides an API-based Brokerage-as-a-Service platform. They offer a range of financial services to B2B partners, enabling clients globally to trade and invest using their platform. DriveWealth's technology supports securities trading, including fractional share investing and dollar-based trading, making it accessible to a wide audience. Their platform is used by banks, broker dealers, asset managers, digital wallets, and consumer brands to offer a variety of investment opportunities, including US equities, ETFs, mutual funds, and options. DriveWealth is a leader in the fintech space, promoting financial inclusivity and innovation.
🕒 September 26
🌐 Taiwan, South Korea, +1 more countries – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
👻 Ghost score 15%
🗣️🇨🇳 Chinese Required
Where this job comes from
Posted on DriveWealth's careers page, not through a job board
First seen by Remote Rocketship September 26
Still open on DriveWealth's site. Checked 47 minutes ago.

201 - 500 employees
Founded 2012
💳 Fintech
🔌 API
💸 Finance
💰 $15M Private Equity Round on 2022-12
Fintech • API • Finance
DriveWealth is a pioneering fintech company that provides an API-based Brokerage-as-a-Service platform. They offer a range of financial services to B2B partners, enabling clients globally to trade and invest using their platform. DriveWealth's technology supports securities trading, including fractional share investing and dollar-based trading, making it accessible to a wide audience. Their platform is used by banks, broker dealers, asset managers, digital wallets, and consumer brands to offer a variety of investment opportunities, including US equities, ETFs, mutual funds, and options. DriveWealth is a leader in the fintech space, promoting financial inclusivity and innovation.
• Manage and optimize a portfolio of partner relationships throughout the post-sales lifecycle • Execute revenue expansion and retention strategies contributing to Net Revenue Retention and gross margin expansion • Capture the partner voice and structured requirements • Monitor Asia-related trading activities, flag operational anomalies, and escalate issues • Provide trade support and operational assistance, including trade confirmation processing, settlement coordination, and troubleshooting • Deliver data-driven partner feedback to the Head of Partner Management to influence the product roadmap • Ensure exceptional post-sales experiences and high-touch partner engagement • Cultivate partner relationships and serve as the primary point of contact • Collaborate with sales, finance, product, technology, and operations teams • Build executive-level relationships with partner organizations and prospective clients • Advocate for partner needs and coordinate resources • Share knowledge and coordinate with departments to optimize partner engagements
• 5+ years of experience in customer success management, account management, or similar customer-facing roles within the financial technology industry • 5-10 years of trade support experience • Proficiency in program management, with ability to quickly adapt to and leverage new technologies • Fluency in Mandarin and English (written and verbal) required • Fluency in Cantonese preferred • Strong time management abilities and capacity to manage multiple partner engagements concurrently • Client-centric mindset • Proven problem-solving skills and meticulous attention to detail • Ability to collaborate effectively with cross-functional teams and external partners • Proactive, self-motivated, and capable of working independently while taking ownership of client relationships • Applicants must possess the legal right to work in the country where the position is located at the time of application
• Competitive compensation • Equity • 401(k) match • Medical insurance • Dental insurance • Vision insurance • Disability insurance • Paid Parental Leave • Wellness reimbursement • Company-provided phone • Personal development allowance • Generous Paid Time Off (PTO) • Observed holidays • Bonus • Heavily subsidized benefits and perks
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