Job Description
Take ownership of a portfolio of Financial Advisor accounts, managing high-priority clients and fostering long-term relationships. Play a key role in driving revenue growth, enhancing client satisfaction, and optimizing account performance in a fast-paced, high-growth startup environment.
Client Relationship Management: Serve as a trusted partner and primary contact for Financial Advisors. Strategically engage and retain clients by understanding their needs.
Revenue Growth & Upselling: Maximize revenue by selling additional products and services. Manage and drive revenue in a growing book of business.
Team Leadership & Mentorship: Represent the AM business in strategic meetings and provide feedback to the leadership team.
About SmartAsset
SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions.