Account Manager

Job Summary

A company is looking for an Account Manager to manage a portfolio of Financial Advisor accounts and drive revenue growth.

Key Responsibilities

• Manage client relationships and serve as the primary contact for Financial Advisors
• Maximize revenue through upselling and managing a growing book of business
• Collaborate with cross-functional teams to enhance client engagement and account performance

Required Qualifications

• 1+ years of experience in account management or business development
• Proven ability to manage a high volume of clients effectively
• Experience in consultative sales and identifying client needs
• Strong organizational skills and ability to manage multiple priorities
• Interest in the financial advisory industry and willingness to learn