Client-Focused Financial Services 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 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.