About Us
DriveWealth is on a mission to make investing easier. We believe access to financial markets shouldn’t be limited by geography, wealth, or legacy systems. Our API-based platform empowers partners to offer seamless investing and trading experiences to clients worldwide, with US equities, ETFs, mutual funds, fixed income, options, and fractional shares.
Our culture blends the pace and agility of a fintech start-up with the stability and discipline of Wall Street. We encourage creativity and experimentation while holding ourselves to institutional-grade execution and compliance. 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