Account Manager

Job Summary

To support the Account Management team, the full-time remote Account Manager will develop account strategies, foster client relationships, and drive revenue retention and growth while acting as a liaison between clients and internal teams.

Key Responsibilities

• Develop and execute account strategies to meet client goals
• Build and maintain strong relationships with key client contacts
• Identify opportunities for revenue retention and growth through cross-selling initiatives

Required Qualifications

• Bachelor's degree, preferably in a financial major
• 3-5 years of account management or sales experience in the financial services industry
• Experience managing client relationships and acting as a liaison with internal teams
• Proficiency in Excel and familiarity with financial markets and investment research
• Experience with Salesforce is highly valued