Account Manager

• Drive sales at key relationships by partnering across Sales, Strategic Accounts, and Marketing to create and deliver product positioning assets, sales support materials, communications, campaigns, presentations, firm-specific content, and other resources.
• Partner with Strategic Accounts to execute firm-specific campaigns and promotional opportunities and identify ways to educate internal teams and support their marketing efforts.
• Develop deep expertise in assigned focus firms and serve as the marketing point of accountability by providing guidance on firm requirements and ensuring materials align with firm-specific needs.
• Serve as the primary marketing contact for the Sales organization and represent Marketing within the Wholesaler Advisory Group, developing sales ideas and marketing campaigns that align with Sales positioning and priorities.
• Proactively communicate with all stakeholders and teammates to ensure alignment, clarity, and transparency throughout projects and initiatives.
• Collaborate with Analytics and other departments to gather sales data and report on metrics tied to marketing-driven efforts within focus firms.
• Promote awareness of Marketing’s resources and initiatives across Sales and Strategic Accounts teams to ensure effective utilization and alignment.
• Travel periodically with the Sales team and Strategic Account field directors to meet with financial professionals and broker dealers, gaining deeper insight into the sales process to better support their business and marketing needs.

Relationship Marketing Account Manager

Provider Partnerships Manager

ESOP Advisory Principal Relationship Manager

Partnerships, Crypto Ecosystems

Head of Sales – Institutional Partnerships

Account Coordinator