Account Manager - Investment Consultants - Remote

Overview

The Account Manager - Investment Consultants is responsible for managing and growing client relationships within the financial services and fintech sectors, focusing on SaaS-based data and analytics solutions.

In Short

• Role focuses on account management and client relationship development.
• Requires 5+ years of experience in Financial Services or Fintech.
• Involves collaboration with sales teams to drive product sales.
• Opportunity to work with leading financial institutions.
• Remote work option available for US-based employees.
• Focus on maintaining customer satisfaction and identifying new opportunities.
• Skills in networking and relationship building are essential.
• Experience selling to Investment Consultants or Advisors is preferred.
• Strong communication and organizational skills required.
• Generous benefits and time off packages offered.

Requirements

• 5+ years of experience in Financial Services or Fintech.
• Knowledge of investment management solutions.
• Exceptional written and verbal communication skills.
• Strong presentation and organizational abilities.
• Experience in account management or sales roles.
• Ability to network with senior leaders in financial institutions.
• Proven track record in maintaining and growing client accounts.
• Familiarity with SaaS products is a plus.

Benefits

• Generous time off packages, including additional half days with public holidays.
• Global career development opportunities.
• Social events and team-building activities.
• Referral bonus scheme up to $3,000.
• Comprehensive health benefits including medical, dental, and vision.
• 401(k) plan with company match.
• Discretionary bonus program based on performance.
• Flexible working options available.