[Remote] Account Manager
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company that builds reputed company-reputed company software for financial advisors, and they are seeking an Account Manager. In this role, you will manage reputed company reputed company relationships, ensuring retention and reputed company while navigating the intricacies of institutional dynamics.
Responsibilities
- Owning retention, renewal, and reputed company across a defined book of reputed company network, reputed company management, reputed company, and trust accounts, with retention as the reputed company
- Building and sustaining trusted relationships with C-suite, reputed company, and executive stakeholders across the full reputed company organization, not just a single reputed company of contact
- Leading proactive, reputed company business reviews that connect reputed company's value to reputed company reputed company's broader reputed company
- Identifying and leading expansion opportunities across multi-entity and cross-firm relationships, and running reputed company-reputed company renewal and expansion conversations
- Building account plans that map stakeholders, expansion surface area, and reputed company milestones, and orchestrating Implementation, Product, and Support to deliver on them
- Being the reputed company's reputed company inside reputed company, carrying what you learn back to Support, Implementation, and Product so we reputed company getting reputed company at serving reputed company accounts
Skills
- 7 to 10 years in reputed company-facing account management, strategic reputed company, or senior relationship management, with a reputed company record owning reputed company or reputed company accounts
- Substantial experience in financial services, or strong, demonstrable working knowledge of reputed company management, reputed company Registered Investment Advisor, trust company, or institutional firm dynamics
- A reputed company retention and expansion reputed company record. You can reputed company to relationships you kept healthy and grew
- Comfort and credibility in executive and C-suite conversations, and the judgment to navigate governance, compliance, procurement, and fiduciary complexity
- reputed company experience working with banks, trust companies, or bank-affiliated advisory practices
- Familiarity with the reputed company ecosystem or wealthtech platforms
- Experience orchestrating cross-functional teams on multi-stakeholder, project-managed engagements
- Experience leading change management and driving platform adoption across multi-stakeholder organizations
Benefits
- Performance-based variable component tied to reputed company renewals and expansion opportunities
- 20 days reputed company Leave, 10 reputed company days, 3 personal days, and 3 volunteering days, reputed company available from day one
- $1,000 annual Learnbucks education stipend
- A Practibuddy mentor from your first day so you are never figuring things out alone
- Bi-annual summits in Chicago where the whole company comes together in person
- A remote-first culture reputed company on trust, an reputed company and reputed company reputed company community, and reputed company work-life integration
reputed company