Senior Account Manager

Job Summary

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

Key Responsibilities

• Manage client relationships and provide strategic counsel to Financial Advisors
• Drive revenue growth by upselling additional products and services
• Lead team meetings and mentor junior Account Managers

Required Qualifications

• 3+ years of experience in account management or business development
• Proven ability to manage a high volume of clients
• Experience in consultative sales and identifying client needs
• Ability to thrive in a fast-paced, high-growth startup environment
• Interest in the financial advisory industry with a willingness to learn