Account Manager

Seeking Super-Organized Account Manager With Unflappable Positivity

Account Manager

Would you like to collaborate with clients, work remotely and set your own schedule? Join an amazing team of motivated individuals that work together remotely to help financial advisors reach more clients. Many of the team members are busy parents and military spouses that value working remotely with a team of like-minded superstars! They are a one-of-a-kind firm. They help the good guys (independent financial advisors) do more of their important work: helping the people in their communities plan for their futures. They tell their stories through marketing and spread the word about whom they serve and how they help. The team is positive, efficient, supportive, and fun!

What Does an Account Manager Do?

The account manager’s main goal is to keep clients happy and on schedule with their marketing plans each month. Account managers work directly with advisor clients on their marketing strategies, marketing calendars, article creation, editing processes, compliance approvals, deployment of their content, and more.

You will also work as a marketing consultant, pushing the advisor to follow our guidance to do marketing that will move the needle for their firm. The account manager is the relationship owner, and interfaces directly with the advisor (via email, phone calls and Zoom meetings) to establish a connection and positive rapport that will keep the advisor on board long-term.

Depending on the client needs and marketing plan, the account manager may have set deliverables to produce each month or they may get to flex their creativity muscles and develop a marketing strategy tailored specifically for that client.

Required Skills and Experience

1. Strong professional communication skills
2. Marketing experience (Social media, email drip campaigns, etc).
3. 3-5 years account manager experience
4. Financial services experience a plus
5. A minimum of a basic understanding of SEO best practices and keyword rankings
6. Ability to oversee Facebook Ads, LinkedIn Ads and/or Google Ads campaigns
7. Ability to effectively communicate and solve complex issues (primarily by email)
8. Ability to offer marketing strategy advice
9. Phone and Zoom availability required (approx. 1-3 hours per week)

Does This Sound Like You? Character Traits to Be Successful:

1. Strong organizational skills—nothing falls through the cracks!
2. Can-do positive attitude focused on creating and executing solutions
3. Forward-thinking, innovative individual who takes initiative to get things done
4. Results-driven
5. Unflappable poise and professionalism—you can see past a potentially hostile email tone and still offer a way to help.
6. Ability to deal with many different personality types, including perfectionists!