Account Executive

Pioneer West Partners; Memphis (TN); On-site; USD 60,000 - 89,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development

Job summary

Pioneer West Partners in Memphis, TN seeks an Account Executive to manage client relationships, develop new business, and ensure client goals are met. This full-time role focuses on delivering financial guidance, coordinating with the investment team, and maintaining high service standards.

Candidates should have a finance/business degree, 2–5 years in sales or account management, strong communication skills, and a client-focused approach. Equal opportunity employer.

Qualifications

• Bachelor's degree in finance, business, or a related field.
• 2-5 years of experience in sales, account management, or related field.

Responsibilities

• Develop and maintain strong relationships with existing clients and prospect new clients to grow the business.
• Provide exceptional customer service and be the primary point of contact for clients.
• Assist clients with their investment and financial planning needs, ensuring they are aligned with their financial goals.
• Collaborate with the investment team to develop and implement investment strategies tailored to each client's needs.
• Monitor client portfolios and provide regular updates and recommendations.
• Attend industry events and networking opportunities to stay current with market trends and build relationships with other professionals.
• Meet and exceed sales targets to contribute to the company's growth.

Skills

Relationship management

Sales experience

Communication skills

Networking

Education

Bachelor's degree in finance, business, or related field

Tools

Microsoft Excel

Job description

Pioneer West Partners, a financial services firm in Memphis, TN, seeks an Account Executive to join our team. This full-time role involves managing client relationships, developing business opportunities, and ensuring clients' financial goals are met. Salary ranges from $60,000 to $89,093.

As an Account Executive, you will manage client portfolios, provide financial advice, and maintain strong relationships with clients. You will also develop new business opportunities through networking and marketing efforts. Your day-to-day tasks include client meetings, financial planning, and market research.

You will work in a collaborative environment with a team of financial advisors and investment professionals. Our office is located in Memphis, TN, and offers a supportive and professional workplace. Benefits include health insurance, retirement plans, and professional development opportunities.

The salary for this role is between $60,000 and $89,093, depending on experience. Additional benefits include health insurance, retirement plans, and professional development opportunities. Pioneer West Partners offers a comprehensive benefits package to support your career growth.

To be successful in this role, you should have a bachelor's degree in finance, business, or a related field. Experience in financial services or investment management is preferred. Strong communication and interpersonal skills are essential, as well as a client-focused approach.

Applications are due by November 23, 2026.

Pioneer West Partners is committed to maintaining an equal opportunity employer policy, actively seeking to create a diverse and inclusive workplace. We encourage applications from all qualified candidates, regardless of their background, experience, or personal circumstances. This includes candidates from diverse ethnic, racial, and cultural backgrounds, as well as those with varying levels of experience, education, and skills. We believe that a diverse team of employees is essential to our success and the success of our clients.

Responsibilities

• Develop and maintain strong relationships with existing clients and prospect new clients to grow the business.
• Provide exceptional customer service and be the primary point of contact for clients.
• Assist clients with their investment and financial planning needs, ensuring they are aligned with their financial goals.
• Collaborate with the investment team to develop and implement investment strategies tailored to each client's needs.
• Monitor client portfolios and provide regular updates and recommendations.
• Attend industry events and networking opportunities to stay current with market trends and build relationships with other professionals.
• Meet and exceed sales targets to contribute to the company's growth.

Requirements

• Bachelor's degree in finance, business, or a related field.
• 2-5 years of experience in sales, account management, or a related field, preferably in the financial services industry.
• Proven track record of meeting and exceeding sales targets.
• Strong interpersonal and communication skills, with the ability to build and maintain relationships with clients and colleagues.
• Excellent organizational and time management skills.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Certifications in financial planning or investment management are a plus.