Enterprise Account Manager

Unbiased

Account Manager tasked with managing and growing enterprise client accounts in the wealth management sector. Focus on driving revenue growth and client satisfaction, collaborating across teams.

Posted 5/9/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Manage and grow a $3M+ book of business across enterprise RIA and wealth management accounts
Drive revenue growth through structured account planning, identifying and closing expansion opportunities within existing clients
Own the renewal cycle, maintaining strong retention rates and high levels of client satisfaction
Build and manage a healthy, accurate pipeline with strong forecasting discipline in CRM
Develop deep executive relationships with Founders, CEOs, Heads of Growth and senior commercial stakeholders across your accounts
Partner cross-functionally with Product, Customer Success and Marketing to remove blockers, act on client feedback and create additional value
Contribute market insight back into the business on client needs, pricing, packaging and competitive dynamics in the US advisory space

Requirements

What you’ll need

A proven track record of driving revenue growth within enterprise accounts in the US wealth, RIA, advisor marketing, fintech or advisor technology space, ideally managing relationships worth $250K+ annually and books of business of $2m+
Strong commercial instincts, with experience negotiating complex contracts and navigating multi-stage sales cycles
Experience managing C-suite relationships within large RIAs, enterprise wealth firms or broker-dealer networks, with the confidence to challenge thinking and lead high-stakes commercial conversations
Exceptional organisation and pipeline management. You can hold a large, complex portfolio without things slipping
A genuine commitment to client outcomes: you go above and beyond and know how to rally internal resources to deliver
Experience in or working knowledge of advisor lead generation, wealth marketing platforms or fintech products sold into the advisory space is especially valuable
Comfort operating in a fast-moving, scaling environment where ambiguity is the norm and self-direction is expected

Benefits

Comp & perks

Hybrid Working
Private Medical Insurance For you and your family
Wellbeing Allowance To spend on gym membership, classes, mindfulness apps and therapy
Holiday 23 days annually, plus public holidays, 3 additional days for Christmas and your Birthday off too!
Learning and Development Budget Up to £1000 a year to spend on improving your skills
Life Insurance For your peace of mind
2 Weeks 'work from anywhere' Freedom to work from wherever you like for 2 weeks annually!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account planningrevenue growthpipeline managementcontract negotiationsales cycle managementclient retentionforecastinglead generationwealth marketingfintech products

Soft Skills

client satisfactionrelationship buildingcross-functional collaborationorganizational skillscommercial instinctsself-directionadaptabilityproblem-solvingcommunicationcommitment to client outcomes