Account Manager
The Opportunity (What This Role Really Means)
Some of our client relationships are simply more complex than others. Networks and aggregators with multiple entities under one roof. Large wealth management firms. Bank-affiliated practices and trust companies that operate inside real regulatory and governance structures. These are the relationships that take a steady, senior hand, and that is exactly what this role owns.
Your first job, always, is keeping those clients healthy, renewed, and growing. From that foundation you find and lead the expansion conversations that grow the partnership over time. You will sit across from principals and executives, navigate the layers that come with bank and trust organizations, and bring order to engagements that have a lot of moving parts.
You will be the client's advocate inside Practifi, carrying what you learn back to Support, Implementation, and Product so we keep getting better at serving complex accounts.
The Reality Check
These accounts come with governance structures, procurement and legal layers, compliance considerations, and decision-making that takes longer and involves more people than a typical advisory firm. You will need patience and a real understanding of how institutions operate. You will not be doing this alone. You get a Practibuddy from day one, a team that solves hard problems together, and direct partnership with Sales and the Head of Revenue on account strategy.
The Growth Part
We promote from within and we mean it. You will have executive exposure that is hard to find at larger companies, a Learnbucks stipend to keep building your craft, and a leadership team that wants to see you grow into whatever is next, whether that is a bigger book, a leadership track, or deeper specialization in the institutional space.
What We're Really Looking For
- 7 to 10 years in client-facing account management, strategic customer success, or senior relationship management, with a track record owning complex or enterprise accounts.
- Substantial experience in financial services, or strong, demonstrable working knowledge of wealth management, enterprise Registered Investment Advisor, trust company, or institutional firm dynamics.
- A real retention and expansion track record. You can point to relationships you kept healthy and grew.
- Comfort and credibility in executive and C-suite conversations, and the judgment to navigate governance, compliance, procurement, and fiduciary complexity.
The More Important Stuff
We care about how you think and how you treat people. We are looking for someone who is genuinely curious about a client's business, who is honest even when the message is hard, and who can stay calm and organized when an engagement gets complicated. If you are the kind of person who reads the room, builds trust quietly, and follows through, you will do well here.
What Taking This Leap Gets You
- Base salary of $105,000 to $125,000, plus a performance-based variable component tied to client renewals and expansion opportunities.
- Starting pay within the range reflects your skills, experience, and location, and we are transparent about it because clarity inspires trust.
- 20 days Paid Leave, 10 sick days, 3 personal days, and 3 volunteering days, all available from day one.
- $1,000 annual Learnbucks education stipend and a genuine commitment to promoting from within.
The Cultural Stuff
- A Practibuddy mentor from your first day so you are never figuring things out alone.
- Bi-annual summits in Chicago where the whole company comes together in person.
- A remote-first culture built on trust, an active and human Slack community, and real work-life integration.