Account Manager

Responsibilities

• Develop a thorough understanding of the clients’ position in the market, their product/service, points of difference and competitive landscape.
• Establish and build strong working relationships with business leaders at all levels.
• Establish account plans for client relationships.
• Lead client relationship meetings.
• Ensure B2B business agreements are executed and maintained.
• Evaluate performance by analyzing and interpreting data, metrics, and key performance indicators.
• Write and submit reports to the Manager of Advisor Relations in all matters of importance.
• Aid in other tasks as assigned by the Manager of Advisor Relations.
• Manage day-to-day client communication and ongoing relationships as it relates to current, new and upcoming business and training opportunities.
• Occasionally visit clients, conduct virtual planning meetings, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities.
• Proactively remain connected to clients and the ever-changing market to access new search opportunities and ensure all viable clients are engaged on a regular and effective basis.
• Manage firm level client expectations and escalations.
• Comply with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position, including but not limited to, prompt completion of required BSA/AML/OFAC training.

Requirements

• 3-5 years of experience in supporting a client book of business with growth targets.
• Intermediate understanding of NAT business functions (Trust, Custody, Finance).
• Knowledge of governing law and OCC regulations.
• Outstanding organizational and leadership abilities.
• Exceptional decision-making and critical thinking skills.
• Deep knowledge of data analysis, performance indicators and measures, operational metrics, and performance reporting.
• Outstanding communication and people skills.
• Detail-oriented: Good account managers are generally very organized, thorough, and productive.
• Asks a lot of questions: Strong account managers want to fully understand what they’re working with. They are generally diligent in research and resourceful to ensure they’ve gotten a complete understanding of their clients’ needs.
• Observant: Account managers should be able to sense moods and read body language, so they know their audience and what to say at the right time.
• Outstanding planning: Everyone counts on the account manager to come to meetings prepared with a plan and timeline. They understand that planning ahead will only set themselves, their team, and their client up for success.
• Highly productive: They are strong time managers and look to improve processes and maximize opportunities for high efficiency.
• Bachelor level degree or equivalent work experience is required.