Joel Marcus
About Joel Marcus
Joel Marcus is a Senior Enterprise SaaS Platform Sales Executive with extensive experience in sales and relationship management within the financial services sector. He currently holds positions at Thomson Reuters and Black Swift Group, and has a background that includes roles at Schwab Advisor Services, Fidelity Investments, and BNY Mellon | Pershing.
Current Role at Thomson Reuters
Joel Marcus serves as a Senior Enterprise SaaS Platform Sales Executive at Thomson Reuters, a position he has held since 2021. Based in Denver, Colorado, he has accumulated three years of experience in this role. His responsibilities include driving sales initiatives and managing relationships within the enterprise SaaS platform sector.
Previous Experience at Schwab Advisor Services
Before joining Thomson Reuters, Joel Marcus worked at Schwab Advisor Services as a Key Account Manager in the Strategic Accounts Group from 2002 to 2007. During his five years in the San Francisco Bay Area, he focused on managing key accounts and enhancing client relationships.
Background in Financial Services
Joel Marcus has extensive experience in the financial services industry. He held the position of VP Sales at Fidelity Investments from 2007 to 2013, where he worked in the Dallas/Fort Worth Area. He also served as Vice President of Business Development at BNY Mellon | Pershing from 2016 to 2019 in Greenwood Village, Colorado.
Education and Academic Background
Joel Marcus studied at the University of Utah, where he earned a Bachelor of Science degree in Political Science with a focus on International Relations. He also pursued graduate studies at the University of Utah as a Master's Candidate in Political Science and attended the University of Amsterdam for European Social Studies. Additionally, he has studied at Arizona State University.
Entrepreneurial Ventures
In his career, Joel Marcus created a wholly owned independent registered investment advisory firm. This venture focused on delivering a retainer-based business model and TAMP distribution platform solutions tailored to multiple RIA clients.