Senior Account Manager, Financial Background Required
Employment Information
Job Description
Senior Account Manager facilitating services for high-net-worth clients at a boutique professional services firm. Managing relationships and supporting a lead advisor to ensure exceptional client experiences.
Responsibilities:
- Track and document all advisor-client interactions in the CRM.
- Manage the prospective client pipeline, including follow-ups, recap emails, and meeting preparation.
- Draft and send scopes of work and engagement agreements; manage recurring billing setup.
- Maintain and track discussion topics with current and prospective clients.
- Aggregate and maintain key client documents (tax returns, entity records, licenses, etc.).
- Create client-ready presentations and deliverables aligned with brand standards.
- Monitor fulfillment of recurring client services (e.g., tax filings, entity maintenance).
- Coordinate information flow between internal teams and external partners to meet deadlines.
- Step in as needed to support client services across banking, investment, legal, and tax areas.
- Provide light para-planning support, ensuring accurate client data entry into planning/reporting tools.
- Maintain trackers for inbound investment opportunities by asset class, manager, and risk/return profile.
- Keep due diligence and active investment records up to date.
Requirements:
- 3–7 years in operational, account management, or project management roles within financial services, law, tax, or family office firms within the U.S.
- Required: 4+ years in financial services, including at least 2 years in UHNW wealth management, family office services, or a related setting within the U.S.
- Preferred: Series 65, CFP®, CPA/PFS, CPWA® or equivalent certifications.
- Strong understanding of financial planning, tax strategy, banking & lending, estate planning, and investment principles.
- Proven project management skills and experience delivering high-quality, sensitive client work.
- Proficiency with Microsoft 365, CRM platforms, and financial planning/reporting tools.
Benefits:
- 100% remote
- Role open to all candidates residing in Latin America
- Discretionary bonuses tied to individual performance and client satisfaction.
- Clear pathways to advance into an advisor role or senior client service leadership positions.
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