Remote Financial Advisor Account Executive

Job is Expired
Location: Nationwide
Compensation: To Be Discussed
Staff Reviewed: Tue, Sep 28, 2021

Job Summary

A financial lender marketplace has an open position for a Remote Financial Advisor Account Executive.

Core Responsibilities Include:

  • Hosting client meetings to garner feedback and ideate user experience and product enhancements
  • Driving firm business plan and strategic engagement initiatives
  • Managing and growing relationships with existing and future partners across wide ranging product verticals

Required Skills:

  • Experience with financial and business case modeling to support partner growth plans
  • 5+ years of experience in a partner marketing, partner management, or account management role
  • Bachelor's degree in related field
  • Excellent communication skills - written, verbally, and with PowerPoint

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