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Job Title: Account Manager (Trust, Custody, Finance)
FLSA Status: Exempt
Hours: Full-Time
Summary
The Account Manager (AM) is an officer position responsible for creating long-term, trusting relationships with client firms and advisors. The Account Manager’s role is to oversee a portfolio of assigned firms, develop new trust business from existing client firms and actively seek new sales opportunities. This professional reports to the General Manager of Advisor Relations with a strong focus on relationship management. The AM has a thorough understanding of NATs vision, strategy, mission, purpose, business and operating models, and policies. This professional must possess the requisite wealth management industry knowledge and expertise and be proficient in the core competencies of the company.
Account management responsibilities also include developing connecting with key business executives and stakeholders, ensuring B2B agreements are executed, and preparing periodic performance reports. Account Managers answer firm-level client inquiries and identify new business opportunities with existing clients. In this role, the Account Manager will consult with cross-functional internal teams to improve the entire customer experience. This position may require occasional travel.
The AM plays a key role in client firm growth and engagement with NAT.
Responsibilities and Duties
Requirements
Key Metrics and Measures of Success
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Full Time
Investment Management
$113k-153k (estimate)
05/04/2024
07/03/2024
nationaladvisors.com
KANSAS CITY, MO
50 - 100
2018
JAMES A COMBS JR
$10M - $50M
Investment Management
The job skills required for Account Manager (Trust, Custody, Finance) include Leadership, Planning, B2B, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be an Account Manager (Trust, Custody, Finance). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Account Manager (Trust, Custody, Finance). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Account Manager (Trust, Custody, Finance) positions, which can be used as a reference in future career path planning. As an Account Manager (Trust, Custody, Finance), it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account Manager (Trust, Custody, Finance). You can explore the career advancement for an Account Manager (Trust, Custody, Finance) below and select your interested title to get hiring information.