Senior Account Manager
il y a 5 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
il y a 9 heures
France Entrust Temps pleinJoin us at Entrust At Entrust, we’re shaping the future of identity centric security solutions. From our comprehensive portfolio of solutions to our flexible, global workplace, we empower careers, foster collaboration, and build solutions that help keep the world moving safely. Get to Know Us Headquartered in Minnesota, Entrust is an industry leader in...
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il y a 5 jours
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il y a 2 semaines
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il y a 3 semaines
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il y a 5 jours
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il y a 2 semaines
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