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Account Manager for Investment Consultants

Company: VirtualVocations
Location: Lincolnwood
Posted on: March 31, 2025

Job Description:

A company is looking for an Account Manager - Investment Consultants.
Key Responsibilities

Manage and strengthen client relationships with financial institutions
Collaborate with the sales team to drive new product sales across existing accounts
Maintain customer satisfaction and identify growth opportunities within client accounts

Required Qualifications

5+ years of experience in Financial Services or Fintech
Knowledge of investment management solutions
Experience selling to Investment Consultants or Advisors
Ability to build relationships with various levels of leadership in asset management and insurance
Previous roles may include Account Manager, Relationship Manager, or Sales Executive

Keywords: VirtualVocations, Chicago , Account Manager for Investment Consultants, Executive , Lincolnwood, Illinois

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