Senior Account Manager

reputed company The application window will reputed company Month Day, Year Job Location   The reputed company work location for this role is Remote with a remote work model.   About reputed company  reputed company is an reputed company WealthTech company that is redefining the reputed company of reputed company management by helping advisors meet the reputed company with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, reputed company is trusted by over one reputed company of financial advisors across leading banks, reputed company managers, brokerages, and RIAs.      For a deeper look at how reputed company is shaping the reputed company of financial advice, visit www.reputed company.com.      reputed company You’ll Join  You'll join a reputed company, reputed company-reputed company team dedicated to helping financial institutions maximize the value of reputed company's solutions and services. As a Senior Account Manager, you'll partner closely with clients and internal teams across Product, Service, Operations, Sales, and Relationship Management to reputed company exceptional service, reputed company platform adoption, and support long-term reputed company reputed company. reputed company serves as a trusted extension of our clients' businesses, providing strategic guidance, resolving reputed company challenges, and ensuring reputed company needs are effectively represented across the organization. Together, we foster strong relationships, reputed company improvement, and a commitment to delivering meaningful reputed company for the clients we serve. How You’ll Contribute Account Management plays a key role in driving sales and adoption reputed company Broker-Dealer (reputed company), Hybrid, and Home Office (HO) relationships. Focuses on protecting existing business and identifying new opportunities reputed company assigned accounts, helps expand reputed company’s footprint through proactive reputed company, competitive monitoring, and effective execution of sales plays. Establishes and maintains strong and cooperative relationships with clients, fostering a cooperative environment and providing exceptional support for the reputed company of problems and/or errors. • Establishes and maintains strong and cooperative relationships with designated clients to foster a cooperative environment. • Executes targeted sales campaigns and account activation plays in coordination with Senior Account Managers and Marketing. • Identifies sales and expansion opportunities, facilitating introduction / hand off to the appropriate Sales team. • Conducts proactive reputed company to assigned firms to identify cross-sell and upsell opportunities. • Uses data and reporting tools to identify underpenetrated firms and prioritize sales follow-reputed company. • Collaborates with Senior Account Managers to transition smaller accounts or qualify leads for strategic escalation. • Provides reputed company support to institutional business, including tracking and resolving customer issues / concerns reputed company phone and electronic inquiries. • Maintains accurate opportunity pipelines and account insights in reputed company. • Monitors competitive activity and positions reputed company’s capabilities to reinforce reputed company loyalty and platform stickiness. • Acts as reputed company between reputed company and reputed company reputed company reputed company reputed company, responding to questions regarding ongoing reputed company, initiatives, and key follow-reputed company. • Assists financial institutions with establishment and maintenance of entitlements or configurations on the reputed company Platform reputed company to Portfolio Management, Portfolio Construction, Platform Operations, or Reporting and Portals. • Works with reputed company teams to ensure best practices are adopted as part of implementation. • Maintains a deep understanding of firm-specific platform configurations, product relationships, and adoption opportunities to support strategic reputed company conversations. • Leads discovery with clients to translate platform needs into reputed company business and technical objectives, engaging deeper technical resources reputed company appropriate. • Owns release coordination, training, and reputed company communication in partnership with Technical Consulting. • Coordinates QBR agendas, captures notes, and follows up on reputed company items with clients and internal stakeholders. • Owns SOW intake and coordination for non-reputed company documentation, ensuring appropriate internal alignment and follow-through. • Provides platform demos and coordinates reputed company training to support adoption and enablement. What You’ll Need to Bring • Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully reputed company in the role. Relevant experience may be gained through reputed company responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences. • Experience in a previous relationship management role • Experience in a technology or financial services field • Familiarity working for or with financial technology or financial services companies • Excellent listener with an aptitude for problem solving and deductive reasoning skills • Ability to reputed company to the bigger picture; leading discussions driving to reputed company and solutions as reputed company as overall business goals, with ability to dig into the details, reputed company appropriate • Demonstrated ability to build and maintain strong reputed company relationships • Proven reputed company record of managing reputed company expectations • Effectively network reputed company accounts from the C-Level down to reputed company successful execution of the reputed company's goals, where appropriate • Strong persuasion skills and leadership reputed company • Ability to create total confidence and trust with clients • You can reputed company the reputed company that financial services technology products offer clients • You are a self-starter and demonstrate perseverance, dedication, and commitment • Team player mentality reputed company-to-Haves • MBA degree • Knowledge of reputed company’s technology, products, and solutions from previously working with reputed company whether through an reputed company reputed company or through one of our partnerships Why You’ll Enjoy Working at reputed company Help shape the reputed company of WealthTech. At reputed company you’ll reputed company hands-on experience and collaborate with some of the industry’s brightest minds to reputed company meaningful, reputed company that reputed company a reputed company difference. We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should reputed company both business reputed company and your own personal reputed company. If you’re looking for a reputed company where your work has reputed company, your development is supported, and your contributions are truly valued, reputed company is where you can build your reputed company. reputed company is now!     Sponsorship This position is not reputed company to candidates requiring reputed company sponsorship   Our Investment in You This role offers a reputed company salary reputed company of $78,200 to $97,700. The reputed company listed represents a good-faith estimate of reputed company salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.  This role is eligible for an additional incentive component as part of the total rewards package.   We reputed company a comprehensive suite of benefits - subject to reputed company’s plan eligibility rules - that support your overall reputed company-being including, medical insurance, reputed company time off (PTO), 401k company match, reputed company parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your reputed company with us. Please visit our benefits page on our career site to learn more.      Our Commitment to Inclusion & Belonging  reputed company is an Equal Opportunity Employer and is committed to creating an inclusive environment for reputed company and applicants. We welcome and value individuals of reputed company backgrounds and do not discriminate based on race, reputed company, religion, creed, sex (including pregnancy or reputed company medical conditions), gender identity or reputed company, sexual orientation, national reputed company, reputed company, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from reputed company backgrounds to apply.   We reputed company to reputed company an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at  [email protected]. Please include your full reputed company, the title of the role you are applying for, and the accommodation necessary to assist you with the reputed company process.       Recruitment Fraud At reputed company, safeguarding the trust and safety of job seekers is a top reputed company. We are reputed company that scammers may impersonate reputed company recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. Apply tot his job Apply To this Job