Account Manager

• Supports clients through communications, training, marketing collateral
• Drives client production and sales within a given territory
• Partners with internal stakeholders to develop effective business plans to increase sales and retention efforts
• Builds relationships with business partners to execute on strategy
• Manages various marketing programs, events and campaigns across a group of clients
• Conducts market and industry research
• Reviews and assesses external markets and industry data to provide recommendations

Brokerage Territory Manager

Provider Partnerships Manager

Director of Client Partnerships

ESOP Advisory Principal Relationship Manager

Partnerships, Crypto Ecosystems

Account Manager – Big Box Retail