Senior Account Manager at Xenon7, shaping client relationships and driving business growth in AI. Manage enterprise accounts, drive sales, and oversee technical hiring processes.
About the role
- Wealth Client Relationship Manager partnering with Wealth Management Advisors to deliver financial solutions and support high-net worth clients. Managing assigned clients and operationally leading advisory teams.
Responsibilities
- partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
- operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals
- manages the responsibilities for a book of assigned clients
- supports the implementation of financial plan recommendations and the coordination of asset consolidation
Requirements
- 2+ Years Work Experience Required
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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