What are the responsibilities and job description for the Account Manager position at FMT Solutions?
FMT is seeking an Account Manager who will support our client relationships and contribute to the company's growth, relationship management and marketing execution. You will present and uphold FMT as the premier provider of client acquisition and marketing services within the financial services industry. You are a self-directed individual who can work with minimal supervision. You are motivated and results-driven and enjoy collaborating in a team environment.
Responsibilities:
Support the engagement, consultation and service of independent financial advisors on our marketing and client acquisition platform
● Support the Account Executive in relationship management, marketing consultation and execution of marketing plans
● Create customized marketing plans centered around their goals and objectives
● Develop customer’s annual FMT marketing budget
● Execute marketing campaigns to support our advisors goals and objectives
● Build long lasting client relationships
● Proactively seek referral opportunities
● Understand the advisors client acquisition process and proactively integrate our support and value proposition
● Compile and analyze customer data to find trends and opportunities for impactful growth
● Share best practices across our customer base to enhance organic growth
● Provide professional and urgent sales support to enhance customer experience and retention
● Venue support
● Administrative tasks including phone calls, lists, brochure proofing and other duties as assigned [1]
Requirements:
● Bachelor’s Degree in Business, Communications, Marketing, or applicable field. Experience can be substituted for degree
● Proven work experience in a role as a Client Manager or Account Manager
● Superb interpersonal skills, including the ability to quickly build rapport, foster trust and influence people
● Understand marketing, client acquisition and sales within the independent financial services industry
● Track record of achieving objectives and goals
● Proven track record of time management skills within a self-directed fast-paced environment.
Highly Applicable Industry Experience
● Working or Selling in Wealth Management Industry
● Financial Services Industry
● Professional Services Industry
● Insurance/Brokerage Industry
● Marketing or Communications Industry