Senior Account Manager
PEAK6
full-time
Posted on:
Location Type: Hybrid
Location: Austin • New York • Texas • United States
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Salary
💰 $92,318 - $115,398 per year
Job Level
About the role
- enhance our clients' experience by providing fast, reliable solutions to their growth opportunities and complex questions
- collaborate with various departments at Apex on complex client inquiries that cannot be addressed through standard service and support channels
- partner with Relationship Managers to execute on client initiatives
- act as client advocate and represent their needs to internal partners
- own delivery of client initiatives and manage timelines and deliverables
- collaborate with internal teams by providing client-specific information and maintaining up-to-date client records and documentation
- support business partners by managing and producing client-specific documentation
Requirements
- 5+ years industry experience
- Experience with a custodian / clearing firm is a plus
- Bachelor’s degree required; MBA is a plus
- FINRA Series 7 & Series 63 license
Benefits
- healthcare benefits (medical, dental and vision, EAP)
- competitive PTO
- 401k match
- parental leave
- HSA contribution match
- paid subscription to the Calm app
- generous external learning and tuition reimbursement benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client advocacycollaborationcommunicationproject managementdocumentation management
Certifications
FINRA Series 7FINRA Series 63