Account Manager - Investment Consultants - Remote

Overview

The Account Manager - Investment Consultants will manage and grow client relationships within the financial services sector, focusing on SaaS-based data and analytics solutions.

In Short

• Role involves managing key client accounts in the financial sector.
• Collaborate with the Head of Account Management.
• Drive new product sales across existing relationships.
• 5+ years of experience in Financial Services/Fintech required.
• Exceptional communication and organizational skills are necessary.
• Experience selling solutions to Investment Consultants/Advisors is preferred.
• Build relationships with leaders at global asset managers.
• Flexible working options available.
• Generous benefits package offered.
• Opportunity for career development and social events.

Requirements

• 5+ years of experience in Account Management or related roles.
• Experience in Financial Services or Fintech.
• Strong written and verbal communication skills.
• Ability to manage client relationships effectively.
• Experience in selling to Investment Consultants/Advisors.
• Networking skills to build relationships at various organizational levels.
• Organizational skills to maintain customer status.
• Ability to identify untapped opportunities.
• Leadership qualities to drive product sales.
• Willingness to work in a remote setting.

Benefits

• Generous time off packages.
• Global career development opportunities.
• Social events for team members.
• Referral bonus scheme up to $3,000.
• Comprehensive medical, dental, and vision coverage.
• 401(k) plan with company match.
• Discretionary bonus program based on performance.
• Flexible working options.
• Additional benefits tailored to employee needs.
• Supportive company culture focused on integrity and service.