What are the responsibilities and job description for the Account Manager position at FMT Solutions?
Company Description
FMT Solutions is dedicated to empowering fiduciary advisors by helping them improve the financial well-being of individuals and families. For over 20 years, experienced investment advisors have delivered FINRA-reviewed educational courses both in-person and virtually. These courses help advisors cultivate client relationships, expand their professional networks, and make a positive impact in their communities. With a comprehensive suite of support services, including goal-setting, marketing planning, and conversion coaching, FMT Solutions ensures client acquisition success and sustainable asset growth.
Role Description
This is a full-time, on-site role for an Account Manager based in Lawrence, Kansas. The Account Manager will be responsible for managing client relationships, supporting client success initiatives, and helping achieve business objectives. Key tasks include overseeing project timelines, coordinating cross-functional efforts, and providing ongoing support to ensure client satisfaction. The role also involves regularly strategizing with advisors to optimize their engagement and growth opportunities through FMT’s educational marketing platform.
Qualifications
- Strong client relationship management and customer service skills
- Excellent communication, organizational, and problem-solving abilities
- Experience with project management and teamwork in fast-paced environments
- Knowledge of financial advisory services, marketing strategies, or educational programming
- Ability to work on-site in Lawrence, Kansas, and collaboratively contribute to team successes
- Bachelor’s degree in Business, Finance, Marketing, or a related field
- Prior experience in the financial services or education industry is a plus