Account Manager
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Job Description
Account Manager managing complex relationships with institutionally demanding clients at Practifi. Owning retention, renewal, and growth for wealth management and trust accounts.
Responsibilities:
- Owning retention, renewal, and growth across a defined book of complex network, wealth management, enterprise, and trust accounts
- Building and sustaining trusted relationships with C-suite, principal, and executive stakeholders across the full client organization
- Leading proactive, structured business reviews that connect Practifi's value to each client's broader strategy
- Identifying and leading expansion opportunities across multi-entity and cross-firm relationships
- Running enterprise-scale renewal and expansion conversations
- Building account plans that map stakeholders, expansion surface area, and commercial milestones
- Being the client's advocate inside Practifi by carrying what you learn back to Support, Implementation, and Product
Requirements:
- 7 to 10 years in client-facing account management, strategic customer success, or senior relationship management
- 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
- Comfort and credibility in executive and C-suite conversations, and the judgment to navigate governance, compliance, procurement, and fiduciary complexity
- Direct experience working with banks, trust companies, or bank-affiliated advisory practices (Nice-to-Have)
- Familiarity with the Salesforce ecosystem or wealthtech platforms (Nice-to-Have)
- Experience orchestrating cross-functional teams on multi-stakeholder, project-managed engagements (Nice-to-Have)
- Experience leading change management and driving platform adoption across multi-stakeholder organizations (Nice-to-Have)
Benefits:
- 20 days Paid Leave
- 10 sick days
- 3 personal days
- 3 volunteering days
- $1,000 annual Learnbucks education stipend
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