Account Manager for managing US school partnerships at Zen Educate, a tech company transforming education recruitment. Focused on growing school partnerships and supporting educators in US schools.
SF
Hybrid Key Account Manager
Posted last month
About the role
- Key Account Manager responsible for growing advisory business for Broker/Dealers, Banks, and RIAs. Providing managed account platform expertise and driving platform adoption across customer base.
Responsibilities
- responsible for working with Sales and Relationship Management to grow and evolve advisory business for Broker/Dealers, Banks, and RIAs
- provide dedicated managed account platform expertise to our intermediary clients
- responsible for driving advisory platform adoption across our customer base
- maintain account plans, facilitate contract agreement execution, coordinate Quarterly Business Reviews (QBRs) with top tier clients
- participate in RFPs/RFIs, conduct data analysis to inform sales pricing proposals and transition plans
- coordinate new client onboarding with internal stakeholders
- support VPs by preparing materials, tracking progress, and ensuring smooth execution of deployment and engagement plans
- assist in resolving client inquiries and ensuring consistent communication and follow-up
Requirements
- Bachelor's degree required; MBA preferred
- Financial intermediary channel experience preferred (Banks, Broker/Dealers, RIAs)
- Passionate about wealth management, advisory platforms, and investment solutions offered by Fidelity and across industry
- Familiarity with clearing and custody services
- Minimum five years experience working with institutional wealth management clients
- Series 7, 63, 65/66 required
- Willing to travel 25-40%
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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