Enterprise Account Manager
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Job Description
Account Manager tasked with managing and growing enterprise client accounts in the wealth management sector. Focus on driving revenue growth and client satisfaction, collaborating across teams.
Responsibilities:
- Manage and grow a $3M+ book of business across enterprise RIA and wealth management accounts
- Drive revenue growth through structured account planning, identifying and closing expansion opportunities within existing clients
- Own the renewal cycle, maintaining strong retention rates and high levels of client satisfaction
- Build and manage a healthy, accurate pipeline with strong forecasting discipline in CRM
- Develop deep executive relationships with Founders, CEOs, Heads of Growth and senior commercial stakeholders across your accounts
- Partner cross-functionally with Product, Customer Success and Marketing to remove blockers, act on client feedback and create additional value
- Contribute market insight back into the business on client needs, pricing, packaging and competitive dynamics in the US advisory space
Requirements:
- A proven track record of driving revenue growth within enterprise accounts in the US wealth, RIA, advisor marketing, fintech or advisor technology space, ideally managing relationships worth $250K+ annually and books of business of $2m+
- Strong commercial instincts, with experience negotiating complex contracts and navigating multi-stage sales cycles
- Experience managing C-suite relationships within large RIAs, enterprise wealth firms or broker-dealer networks, with the confidence to challenge thinking and lead high-stakes commercial conversations
- Exceptional organisation and pipeline management. You can hold a large, complex portfolio without things slipping
- A genuine commitment to client outcomes: you go above and beyond and know how to rally internal resources to deliver
- Experience in or working knowledge of advisor lead generation, wealth marketing platforms or fintech products sold into the advisory space is especially valuable
- Comfort operating in a fast-moving, scaling environment where ambiguity is the norm and self-direction is expected
Benefits:
- Hybrid Working
- Private Medical Insurance For you and your family
- Wellbeing Allowance To spend on gym membership, classes, mindfulness apps and therapy
- Holiday 23 days annually, plus public holidays, 3 additional days for Christmas and your Birthday off too!
- Learning and Development Budget Up to £1000 a year to spend on improving your skills
- Life Insurance For your peace of mind
- 2 Weeks 'work from anywhere' Freedom to work from wherever you like for 2 weeks annually!
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