Senior Account Manager, Relationship Management

Responsibilities

• Develop and execute strategic business plans that drive sales growth, market expansion, and retention within assigned firms.
• Build and maintain strong relationships with senior leaders and key decision makers across wire and bank channels.
• Serve as a subject matter expert on LFG products, services, and operational processes.
• Lead complex client relationship strategies that address service needs and resolve escalated issues.
• Identify at risk clients and implement retention strategies.
• Profile assigned territories to identify opportunities and cultivate new relationships.
• Participate in industry organizations and events to enhance LFG visibility.
• Collaborate with internal teams to ensure seamless processing of sold products.
• Conduct client meetings and finalist presentations.

Requirements

• 3-5 Years experience in relationship management
• Bachelor's degree or equivalent work experience
• FINRA Series SIE, 6, 63, L&H
• Analytical skills and close attention to detail
• Effective verbal and written communication skills
• Ability to adapt quickly in a changing work environment

Hard Skills

• relationship management
• analytical skills
• attention to detail

Soft Skills

• effective communication
• adaptability

Certifications & Qualifications

• FINRA Series SIE
• FINRA Series 6
• FINRA Series 63
• L&H