Account Relationship Manager

3 days ago


Mountain View, California, United States Gable Search Group Full time
About the Role

This is a home-office-based position with approximately 25% travel to visit clients and attend conferences.

Job Overview

As an Account Relationship Manager, you will be the West Coast ambassador, introducing yourself to financial advisors, assessing their needs, and conducting educational sessions like lunch-and-learns and webinars. Your goal is to increase product utilization, program growth, and revenue through client engagement, retention, and solution adoption.

Key Responsibilities
  • Engage with wealth management firms that already utilize our client's technology and services for their financial advisors.
  • Assess client needs and conduct educational sessions to increase product utilization and program growth.
  • Collaborate with in-house Subject Matter Experts, the Enterprise Sales team, Marketing, and Product Management to enhance the company's tradition of merging technology, services, and philanthropy for institutional clients.
  • Develop and maintain strong relationships with clients to drive business growth and revenue.
Requirements
  • Bachelor's degree in finance, business, accounting, or related field, or equivalent experience in financial planning.
  • 5+ years in the financial planning industry, familiar with investment tools, retirement, and estate planning.
  • Current or previous roles might include Registered Client Service Associate or Client Success/Account Manager in a Fintech company.
  • Strong client engagement skills, with a knack for presenting concepts and driving business growth.
  • Ideally experienced in planned giving or DAFs.
  • FINRA Series 7 & 63 licenses or other financial certifications (CFP, ChFC, CPA, CRPC, CAP) are a plus.
  • Proficiency in Microsoft Office Suite and virtual meeting tools.
What We Offer

Competitive base salary, uncapped bonus potential, attractive benefits, and flexible PTO.

Join us and leverage your sales expertise to make a significant impact on charitable giving



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