Account Executive

Vertex Summit Partners; Milwaukee (WI); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Opportunities for professional develop

Job summary

Vertex Summit Partners, a Milwaukee-based financial advisory firm, seeks an Account Executive to grow our client base and deliver strategic financial solutions. You will build relationships, create sales strategies, and collaborate with marketing and service teams to ensure a seamless client experience.

The role emphasizes client service, opportunity development, and travel as needed, with a negotiable salary package and benefits including health insurance and retirement plans.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Minimum 3 years of experience in sales or account management.
• Experience in financial services preferred.
• Proven track record of exceeding sales targets.
• Strong communication and interpersonal skills.
• Willingness to travel as needed.

Responsibilities

• Build and maintain strong client relationships in financial services.
• Identify and pursue new business opportunities.
• Provide exceptional client service and support.
• Develop and present tailored financial strategies.
• Manage and track client accounts with timely reporting.
• Collaborate with investment team to provide financial advice.
• Attend industry events to expand the network.

Skills

Sales

Client relationships

Communication

Interpersonal skills

Time management

Financial knowledge

Travel

Education

Bachelor's degree in Finance, Business, or related field

Job description

Vertex Summit Partners, a leading financial advisory firm based in Milwaukee, WI, seeks a dynamic Account Executive to help grow our client base. This full-time position offers a negotiable salary package.

As an Account Executive, you'll build and maintain client relationships, develop sales strategies, and drive business growth. You'll also provide exceptional customer service and support to our clients.

You'll work closely with the sales team, attending meetings and calls to understand client needs and provide support, and collaborate with other departments such as marketing and customer service to ensure a seamless experience for clients. The office is located in Milwaukee, WI, in a professional environment with modern amenities like ergonomic chairs and high-speed internet, fostering a productive and comfortable workspace.

The salary for this position is negotiable and will be determined based on the candidate's level of experience and qualifications. In addition to the competitive base salary, the company offers a comprehensive benefits package that includes health insurance, retirement plans, and opportunities for professional development. These benefits are designed to support the overall well-being and career growth of the employee.

You should have a bachelor's degree in business, finance, or a related field. Experience in sales, account management, or financial services is required. Strong communication and interpersonal skills are essential.

Responsibilities

• Build and maintain strong relationships with clients in the financial services industry
• Identify and pursue new business opportunities to grow our client base
• Provide exceptional client service and support to ensure client satisfaction
• Develop and present financial strategies and solutions tailored to our clients' needs
• Manage and track client accounts, ensuring timely and accurate reporting
• Collaborate with our investment team to provide comprehensive financial advice
• Attend industry events and networking opportunities to expand our professional network

Qualifications

• Bachelor's degree in Finance, Business, or a related field
• Minimum of 3 years of experience in sales or account management, preferably in the financial services industry
• Proven track record of exceeding sales targets and building client relationships
• Strong communication and interpersonal skills
• Excellent organizational and time management skills
• Familiarity with financial products and services is a plus
• Ability to travel as needed to meet with clients and attend industry events

Benefits

• health insurance
• retirement plans
• opportunities for professional development