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20 jobs similar to Account Mgr II, Investor Management Services & Asset Investment Management

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$85,200–$145,200/yr
US

  • Build and maintain relationships with customers and internal RealPage staff.
  • Consult with customers on operational questions related to Revenue Management.
  • Coordinate regular performance calls reporting to management regarding financial results, revenue management adoption behavior, leasing velocity and market conditions.

RealPage provides software and data analytics to the real estate industry. They have a comprehensive benefit plan and are committed to creating an inclusive environment for all employees.

$95,643–$121,178/yr
US Canada Europe Asia Unlimited PTO

  • Lead and manage the day-to-day operations of the Investor Services team, overseeing the entire investor lifecycle.
  • Serve as the primary escalation point for client inquiries, issues, and requests, providing timely, practical, and client-focused resolutions.
  • Lead, mentor, and develop a team with a focus on accountability, client service excellence, and continuous improvement.

Juniper Square's mission is to unlock the full potential of private markets by digitizing them, bringing efficiency, transparency, and access. It is a values-driven organization that invests heavily in digital-first operations, with physical offices in San Francisco, New York City, Mumbai and Bangalore.

$56,100–$95,500/yr
US

  • Conduct kickoff calls and orientation to the onboarding program.
  • Create and execute a customized onboarding plan for customers.
  • Set expectations for turnaround times and maintain a project plan for each customer

RealPage provides software and data analytics to the real estate industry. They are committed to creating an inclusive environment for all employees.

US

  • Support resident retention strategies and renewal workflows
  • Monitor maintenance follow-up, service quality, and resident satisfaction
  • Oversee delinquency, collections, and rent recovery efforts

Asset Living is a third-party management firm with a proven partner in fostering thriving communities nationwide. They have decades of experience delivering exceptional value to their partners and is a fast-growing company made up of talented individuals from diverse backgrounds that differentiate them and help them drive innovation and results for their clients and communities across the US.

$70,000–$70,000/yr
US

  • Works with marketing leadership reporting on KPIs of successful property marketing efforts.
  • Responsible for supporting Marketing Technology onboarding and post launch performance.
  • Provides leasing and marketing training and best practices to onsite teams.

Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide. Asset Living's growing portfolio includes a multitude of properties across the country that span the multifamily, single-family home rentals, affordable housing, build-to-rent, active adult, and student housing divisions.

$65,801–$67,000/yr
US 3w PTO 12w maternity 4w paternity

  • Successfully complete monthly reporting and assist your Accounting Manager in audit processes.
  • Successfully coordinate the integration of new properties into the accounting workflow.
  • Overseeing the accuracy and productivity of all property management accounting and financial activities.

Colliers is a leading commercial real estate company providing expert advice to property occupiers, owners, and investors. Their nimble, decentralized culture provides opportunities to learn about the business and quickly gain experience to accelerate careers.

North America 4w PTO

  • Deliver impeccable and proactive service, anticipating client needs before they arise.
  • Explain complex concepts simply, like transaction unwinding or specific promotions.
  • Take ownership of client issues, coordinating efforts across departments to ensure resolution.

Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.

Global

  • Support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
  • Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform.
  • Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.

TermGrid is rewriting the rules of private capital markets by building the category-defining operating system for deal professionals. They are the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage their financing workflows.

North America

  • Own key customer relationships to drive measurable business outcomes and expand footprint.
  • Lead new customer onboarding and drive product adoption, while monitoring health metrics.
  • Identify and capitalize on expansion opportunities aligning with customer goals to maximize LTV.

Localize's platform helps over 700 companies automate the translation of their web and mobile applications. They are a fully remote team of around 30 people and offer a culture with an emphasis on work-life balance.

US

  • Manage an assigned book of business, ensuring account retention and supporting new business.
  • Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
  • Monitor reports and take action on delinquent accounts, collecting outstanding balances.

Insurance Office of America (IOA) provides property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. They have more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom.

US

  • Advise and consult with senior leaders on industry and government trends.
  • Nurture a detailed understanding of our key client's mission and priorities.
  • Provide oversight and coaching to complex program business development and delivery teams.

Cayuse helps organizations streamline research administration, compliance, and intellectual property management. They focus on building long-term, trusting relationships with their key clients and are true leaders and are the core of growth strategy and Client relationship management.

$130,000–$150,000/yr
US 3w PTO

  • Manage client relationships and build/manage a portfolio up to $10M.
  • Collaborate with all delivery stakeholders to ensure fulfillment of commitments to the client.
  • Create and develop the account plan in coordination with the delivery and sales team.

Beyondsoft is a mid-sized IT and consulting company that tailors solutions using modern technologies and proven methodologies. Their diversely talented team of experts thrives on innovation and pushing the bounds of technology to solve customers’ most pressing challenges.

US

  • Enter and verify bills, invoices, and payments within the Rent Manager system
  • Reconcile bank accounts and maintain accurate payment tracking records
  • Monitor lease expiration dates and coordinate lease renewals

SnappyCX is a property management company. They value detail-oriented and reliable support to their daily operations.

US

  • Respond to support tickets and resolve system issues in a timely manner
  • Assist with property management system migration during property onboarding
  • Deliver Systems training

Asset Living is a third-party management firm with a proven partner in fostering thriving communities nationwide. Asset Living has decades of experience delivering exceptional value to our partners and their portfolio includes a multitude of properties across the country. At Asset Living, they wholeheartedly believe 'Together We Lead, Together We Succeed' which empowers their team to lead by example, collaborate, and evolve.

US

  • The Account Manager ensures successful management of accounts from execution to completion.
  • They serve as the primary client contact, facilitating and tracking projects and financial deliverables.
  • The role involves communicating client needs, ensuring timelines, and resolving potential issues.

Lumanity improves health outcomes by accelerating and optimizing access to life-changing medicines. As a global strategic partner, they bring together strategy, evidence, engagement, and technology to engineer breakthrough value and tackle tough challenges.

US

  • Provide internal and external reporting of Property financial results.
  • Prepare monthly financial statement packages, which include an in-depth review of general ledger and income statement, bank statement reconciliations, balance sheet reconciliations, creating and posting journal entries recorded to the general ledger, fixed asset depreciation and amortization, and property manager variance comment review.
  • Cash management of Projects; Ensure critical, timely payment of utilities, taxes, mortgages, and owner distributions.

Stream Realty Partners is a commercial real estate firm founded in 1996, operating in core markets coast to coast. They specialize in office, industrial, retail, healthcare, land, and data center properties. They have a team of talented individuals and a culture summarized by being smart, honest, nice, and passionate.

$72,000–$118,000/yr
US

  • Regularly consults with assigned clients to maintain a positive relationship.
  • Proactively uncovers ways to improve the daily operations of the plan.
  • Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues.

T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Their culture is collaborative and they value differences and colleagues who share a spirit of generosity.

US

  • Own a portfolio of employer clients and be accountable for retention and growth outcomes.
  • Lead client implementations to drive high adoption rates among employers and their employees.
  • Conduct monthly/quarterly business reviews for employer clients and their broker and consultant partners.

RxSaveCard was founded in 2024 with a mission to reduce pharmacy costs for employers and their employees. Their innovative model is unique in the market, and they are building a modern, card-based approach to prescription benefits that simplifies a complicated system.

US

  • Manage client and broker/consultant relationships throughout the client lifecycle.
  • Communicate clearly and concisely in both verbal and written formats.
  • Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments.

Lantern is a specialty care platform connecting people with the best care when they need it most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country.

$130,000–$140,000/yr
US Canada Europe Asia Unlimited PTO

  • Lead strategic decisions regarding team buildout and operational policies and procedures.
  • Lead efforts in developing and improving fund administration workflows, applying best practices and process efficiencies.
  • Identify product development opportunities, routing technical, product feedback to the product development teams.

Juniper Square's mission is to unlock the full potential of private markets. They are digitizing these markets, bringing efficiency, transparency, and access to the financial ecosystem. They offer employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of their physical offices.