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)…