Account Executive

• Support sales team as they build and nurture new client relationships
• Facilitate opportunities to increase productivity by supplementing ensemble teams and engaging with advisors on various needs
• Act as the primary sales point of contact for escalated service-related issues and as a backup resource when sales team members are unavailable
• Build relationships with advisors through personalized engagement to help advisors understand platform nuances and identify opportunities
• Proactively communicate with advisors and ask insightful questions to identify additional needs and highlight expanded partnership opportunities
• Keep up to date with investment information, platform updates, marketing materials, operational changes, industry news, and market events

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