Account Executive

Apex Global Partners; Detroit (MI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health insurance

Retirement plan with company match

Professional development opportunities

Job summary

Apex Global Partners, based in Detroit, MI, is seeking a full-time Account Executive to manage and grow our client portfolio. You will develop and maintain client relationships, understand their needs, and provide tailored investment and advisory services.

Salary is negotiable, and the position is open until November 22, 2026. You will monitor portfolios, provide regular reports, and collaborate with the investment team to ensure alignment with financial objectives and risk tolerances.

Qualifications

• Bachelor's degree in Business, Finance, Marketing or related field.
• 3-5 years of sales or account management experience in financial services.
• Proven track record of meeting sales targets.
• Strong interpersonal and communication skills.
• Excellent organizational and time-management skills.
• Proficiency with MS Office (Excel, Outlook).

Responsibilities

• Develop and maintain strong relationships with existing and potential clients.
• Identify and pursue new business opportunities through proactive outreach and networking.
• Provide exceptional customer service and support to clients.
• Monitor client portfolios and provide updates on performance and market trends.
• Collaborate with the investment team to align portfolios with clients' financial objectives and risk tolerances.
• Attend industry conferences, seminars, and networking events to stay informed about market trends and expand professional network.

Skills

Relationship building

Sales experience

Communication skills

Time management

CRM familiarity

Education

Bachelor's degree in Business, Finance, Marketing

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Office Suite

Job description

Apex Global Partners, based in Detroit, MI, seeks a FULL_TIME Account Executive to manage and grow our client portfolio. This role involves building strong client relationships and providing tailored financial solutions. Salary is negotiable, and the position is open until November 22, 2026.

The Account Executive will manage client relationships, understand their needs, and provide tailored investment and advisory services. You will develop and maintain client portfolios, monitor performance, and provide regular reports. This role requires strong communication and relationship-building skills.

You will work in a dynamic team environment in Detroit, MI. The office is located in the heart of the city, offering easy access to public transportation and dining options. The team is collaborative and supportive, fostering a positive work environment.

In addition to the competitive base salary, the company offers a comprehensive benefits package that includes comprehensive health insurance coverage, a retirement plan with a company match, and opportunities for professional development and growth. Employees are encouraged to pursue further education and training to enhance their skills and advance their careers. The role also provides a platform for significant impact, allowing individuals to contribute to the success and growth of the financial services industry. With a focus on career advancement and personal development, this position offers a rewarding and fulfilling experience for those looking to make a meaningful difference in the industry.

• comprehensive health insurance coverage
• a retirement plan with a company match
• opportunities for professional development and growth

Job Responsibilities:

• Develop and maintain strong relationships with existing and potential clients.
• Identify and pursue new business opportunities through proactive outreach and strategic networking.
• Provide exceptional customer service and support to clients, addressing their inquiries and concerns in a timely and professional manner.
• Monitor client portfolios and provide regular updates on performance and market trends.
• Collaborate with the investment team to ensure clients' portfolios are aligned with their financial objectives and risk tolerances.
• Attend industry conferences, seminars, and networking events to stay informed about market trends and expand your professional network.

Job Requirements:

• Bachelor's degree in Business, Finance, Marketing, or a related field.
• Minimum of 3-5 years of experience in sales, account management, or a similar role within the financial services industry.
• Proven track record of meeting and exceeding sales targets and quotas.
• Strong interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
• Excellent organizational and time-management skills, with the ability to prioritize tasks and meet deadlines.
• Proficiency in Microsoft Office Suite, including Excel and Outlook.