Pennsylvania Licensed Account Manager

Job Summary

Leading strategic efforts to grow and retain business, the full-time Pennsylvania Licensed Account Manager will build relationships within wire and bank channels, execute business plans, and ensure exceptional client experiences while working remotely.

Key responsibilities

• Develop and execute strategic business plans to drive sales growth and retention
• Build and maintain relationships with senior leaders and key decision-makers to enhance client satisfaction
• Serve as a subject matter expert on products and provide consultative guidance to stakeholders

Required qualifications

• 3-5 years of experience in relationship management relevant to the role's responsibilities
• Bachelor's degree or equivalent work experience
• FINRA Series SIE, 6, 63, and Life & Health licenses
• Strong analytical skills and ability to adapt in a changing work environment