Role OverviewThe Account Director will manage a portfolio of existing client relationships, engaging directly with clients to deepen those relationships, identify new opportunities within the account, and run cross-sell and upsell opportunities through to close with the aim of driving revenue growth.
What You Will Do
The ideal candidate will have proven experience in client relationship management and business development within financial services, including familiarity with business development systems such as Salesforce, and a good understanding of the asset management industry.
Why It Might Be a Fit
The Account Director sits within the Commercial Team, supported by a dedicated Sales Operations function that manages the operational execution of opportunities once identified and scoped.
Requirements
- Proven experience in client relationship management and business development within financial services
- Familiarity with business development systems such as Salesforce
- Good understanding of the asset management industry
- Excellent communication, presentation, and negotiation skills
- Bachelor's degree in Business Administration, Finance, or a related field
Benefits
- Competitive compensation package including quarterly commission with an OTE in the region of $250,000 - $300,000
- Generous Paid Time Off and Paid Holidays
- Comprehensive health benefits package (medical, HSA/FSA, dental, vision and more) with no waiting period
- Matching 401(k) plan with Retirement Planning Tools and no waiting period
- Employer paid voluntary supplemental LTD/Life/AD&D
- Paid Family Leave includes maternity and paternity
- Financial professional development support
- Referral Bonus Program
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