Account Manager

• Acting as the main point of contact for Advisor questions or concerns
• Proactively communicating with Advisors to identify and resolve issues before they escalate
• Encouraging daily communication with each Advisor group, forging strong relationships
• Building a customized support plan for each Advisor
• Providing temporary Prestige support to new non-Prestige Advisors as needed
• Developing and maintaining relationships with other internal departments
• Onboarding new Prestige Advisors
• Coordinating with internal or external subject matter experts

Relationship Manager

Territory Manager

Account Coordinator – Client Management

Senior Account Manager

Commercial Account Manager