Account Relationship Manager

Posted 3 months agoViewed

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💎 Seniority level: Manager, demonstratable experience

📍 Location: United States, Canada

🔍 Industry: Financial Technology

🏢 Company: Flagstone Group LTD

🗣️ Languages: English

⏳ Experience: Demonstratable experience

🪄 Skills: Excellent communication skills

Requirements:

Outbound phone sales experience
Excellent communication skills
Stakeholder management experience
Knowledge of the market and competitors

Responsibilities:

Engage with account stakeholders at adviser level
Drive initiatives for referral and AUA generation
Conduct direct outreach to financial advisers and wealth managers