Account Manager

• Support the lead Financial Advisor/Partner, ensuring seamless operational execution and fostering client trust.
• Schedule and prepare for complex client review meetings, including managing follow-up communications.
• Provide general administrative support to the lead client-facing FA/Partner.
• Manage the new client and account onboarding process within the CRM and custodian platforms, ensuring accurate information gathering and documentation.
• Maintain rigorous CRM data integrity, including timely documentation of client interactions and completion of tasks.
• Elevate the personal client experience and support execution of the firm’s strategic communication plan.
• Lead the planning, coordination, and execution of client engagement events such as lunch-and-learns, webinars, informational sessions, and speaker engagements.
• Coordinate with outside vendors and partners to ensure flawless event delivery.
• Lead and manage the monthly communication and marketing strategy for existing clients, including logistical coordination and follow-up tracking.
• Manage the company’s professional LinkedIn presence and other social media activity; regularly update the team website.
• Develop and implement internal and external team marketing strategies.

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Account Manager

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