Network Account Manager
Benefits
Unlimited PTO
12w maternity
6w paternity
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Responsibilities:
- Own partnership onboarding and handoff from the Senior Director of Strategic Partnerships.
- Execute partner marketing activities and track commitment fulfillment.
- Drive bottoms-up adoption across advisor networks.
Qualifications:
- 3-5+ years experience in an RIA, Broker-Dealer, Bank, or Insurance environment.
- Proven track record of generating net-new bookings and driving adoption.
- Strong relationship-building skills with executive champions and end users.
Benefits:
- Medical, dental, vision, and FSA with generous coverage.
- Unlimited PTO and 11 paid holidays.
- 12 weeks fully paid parental leave for birthing parent, 6 weeks for non-birthing parent.
Zocks
Zocks is the #1 AI assistant for financial advisors, helping them automate operational work and grow their business. We are a venture-backed team of sharp, curious, and kind people building a product that changes how financial advisors serve clients.