Senior Account Manager
il y a 7 jours
Role OverviewWe’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.This role bridges advisor-led client engagements and service delivery, ensuring client priorities are captured, organized, and advanced with precision. You’ll work alongside the Principal Advisor from the start of client relationships, managing follow-through, coordinating execution, and maintaining an exceptional client experience.The ideal candidate has a background in financial services, account management, or operations, thrives in a fast-paced environment, and is equally comfortable managing fine details and big-picture priorities. This position offers a career path toward either a client-facing advisory role or a senior operations/client service leadership role.Your Responsibilities:Business Development & Client EngagementTrack 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.Maintain and track discussion topics with current and prospective clients.Client Service Management & SupportAggregate and maintain key client documents (tax returns, entity records, licenses, etc.).Create client-ready presentations and deliverables aligned with brand standards.Monitor fulfillment of recurring client services (e.g., tax filings, entity maintenance).Coordinate information flow between internal teams and external partners to meet deadlines.Step in as needed to support client services across banking, investment, legal, and tax areas.Financial Planning & InvestmentsProvide light para-planning support, ensuring accurate client data entry into planning/reporting tools.Maintain trackers for inbound investment opportunities by asset class, manager, and risk/return profile.Keep due diligence and active investment records up to date.Qualifications3–7 years in operational, account management, or project management roles within financial services, law, tax, or family office firms within the U.S.Required: 4+ years in financial services, including at least 2 years in UHNW wealth management, family office services, or a related setting within the U.S.Preferred: Series 65, CFP, CPA/PFS, CPWA or equivalent certifications.Strong understanding of financial planning, tax strategy, banking & lending, estate planning, and investment principles.Proven project management skills and experience delivering high-quality, sensitive client work.Proficiency with Microsoft 365, CRM platforms, and financial planning/reporting tools.Skills and AttributesHighly organized, with a talent for bringing structure to complexity.High emotional intelligence—skilled at balancing urgency with tact.Proactive and comfortable owning projects in ambiguous situations.Strong written communication skills—professional, warm, and clear.Tech-savvy with experience in CRMs, client portals, spreadsheets, and file systems.Strategic, solutions-oriented mindset with a passion for connecting clients to the right resources.100% remoteRole open to all candidates residing in Latin AmericaDiscretionary bonuses tied to individual performance and client satisfaction.Clear pathways to advance into an advisor role or senior client service leadership positions. #J-18808-Ljbffr
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Senior Account Manager, EU
il y a 7 jours
Europe; France; Germany Schrödinger Temps pleinWe're seeking a Senior Account Manager to join us in our mission to improve human health and quality of life through the development, distribution, and application of advanced computational methods.As a member of our Sales team, you'll be responsible for growing revenue from our software solutions and services. The role will primarily focus on biotech...
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Senior Account Executive
il y a 4 jours
Rue du Général Foy, Paris, France Memo Bank Temps pleinEn tant que Senior Account Executive, vous serez responsable du développement commercial sur les offres à forte composante technologique (API, automatisation des flux, paiements, trésorerie).Vous conduirez des cycles de vente complexes auprès d'interlocuteurs·ices de haut niveau (CFO, CEO, CTO…) au sein d'entreprises de taille significative possédant...
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Senior Account Executive
il y a 2 semaines
Boulevard Pénélope, Montpellier, France Easypicky Temps pleinAs a Senior Account Executive, you are responsible for driving EasyPicky's commercial development within your territory (geographical area to be defined). Your role combines pure acquisition (around 80% of your time) and the development of existing accounts (mid-market / small high-potential accounts).Your main responsibilities:Develop and execute a...
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Senior Account Manager
il y a 10 heures
Allée Ferrand, Neuilly-sur-Seine, France Comet Temps pleinAfin de soutenir la croissance de Comet tout en maintenant la satisfaction et la fidélisation de nos clients, notre équipe Sales se développe et nous recherchons un(e) Senior Account Manager Grand Compte pour notre agence de Paris.Tes missions :Développer et animer un portefeuille de clients, de l'acquisition jusqu'au développement de comptes ;Qualifier...
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Account Manager
il y a 7 jours
Rue Réaumur, Paris, France Wakam Temps pleinWho We AreWakam is a B2B2C digital insurer that creates white-label and embedded insurance solutions via its Play&Plug technology platform for more than 80 partners. We provide most of our products through APIs and host white-label insurance solutions that power innovative distribution models across Europe.With a footprint in 32 countries, Wakam is a...
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Senior Account Manager
il y a 7 jours
Quai de la Loire, Paris, France LeLynx Temps pleinRejoins LeLynx en tant que Business Manager - Auto , comparateur d'assurances leader en France, recrute un·e Senior account Manager pour piloter notre verticale Auto & Moto – un rôle clé mêlant analyse stratégique, pilotage de performance et relation partenaires de haut niveau.Tu es analytique, ambitieux·se, motivé·e par l'impact et l'envie de...
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Senior Account Executive
il y a 7 jours
Rue du Faubourg Montmartre, Paris, France Primo Temps pleinTo underline our business growth & achieve our sales target, we are staffing our Sales organization.As an Account Executive, you will join the Primo Sales team. Your role will to open new accounts and drive growth for our company.Your Impact:Contribute to the growth and lead generation strategySet up and manage account plansDevelop and maintain a strong...
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Account Executive
il y a 7 jours
France MUI Temps pleinYou will help establish MUI's sales team by implementing effective sales processes and tools to optimize and expand our sales pipeline.Details of the RoleLocation: Remote (preference for UTC-6 to UTC+5).Type of work: Full-time (contractor or employee depending on circumstances).Level: IC4 or above.We’re aremotecompany, we prefer asynchronous communication...
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Key Account Manager Germany
il y a 7 jours
France Alcatel-Lucent Enterprise Temps pleinWhat is my role? To expand our market focus we are looking for a Key Account Manager - Government for Germany in NRW. The Key Account Manager for Germany is selling Alcatel-Lucent Enterprise Products and Services to existing and new accounts and is developing accounts through partners in an indirect sales model to maximize the value being delivered to them....
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Account Manager
il y a 4 jours
France 3ECRUIT Temps pleinACCOUNT MANAGER POS Up to €45,000 depending on experienceFluent in French and EnglishRemote role with Client Visit weeklyLocation - FranceROLE DETAILS Client Relationship Management: You will work closely with the FMCG client in France, alognsode the Senior AM.Your role involves nurturing and expanding this client relationship. You will be responsible for...
