Senior Account Manager - Remote

Overview

We’re seeking a Senior Account Manager to serve as a Client Facilitator, supporting the lead advisor in delivering exceptional service to our high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

In Short

• Track and document all advisor-client interactions in the CRM.
• Manage the prospective client pipeline, including follow-ups, recap emails, and meeting preparation.
• Draft and send scopes of work and engagement agreements; manage recurring billing setup.
• Aggregate and maintain key client documents (tax returns, entity records, licenses, etc.).
• Create client-ready presentations and deliverables aligned with brand standards.
• Provide light para-planning support, ensuring accurate client data entry into planning/reporting tools.
• Monitor fulfillment of recurring client services (e.g., tax filings, entity maintenance).
• Coordinate information flow between internal teams and external partners to meet deadlines.
• Maintain trackers for inbound investment opportunities by asset class, manager, and risk/return profile.
• Step in as needed to support client services across banking, investment, legal, and tax areas.

Requirements

• Background in financial services, account management, or operations.
• Thrives in a fast-paced environment.
• Comfortable managing fine details and big-picture priorities.
• Exceptional organizational skills.
• Strong communication skills.
• Experience with CRM systems.
• Ability to work collaboratively with internal teams and external partners.
• Knowledge of financial planning and investment processes.
• Client-focused mindset.
• Willingness to learn and adapt in a dynamic environment.

Benefits

• Opportunity for career advancement.
• Work with high-net-worth clients.
• Flexible remote work environment.
• Competitive salary and benefits.
• Collaborative team culture.
• Access to professional development resources.
• Engaging and dynamic workplace.
• Networking opportunities in the financial industry.
• Supportive leadership and mentorship.
• Work-life balance initiatives.