Founding Advisor Growth Lead

Fora (Interview Calendar); New York (NY); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Unlimited vacation

Health Insurance

Dental & Vision Insurance

Wellhub Memberships

401k plan with company match

Commuter Benefits

Stock Options

Job summary

Fora in New York City is seeking a founding Account Manager to architect and lead the account management function for high-value advisors. You will shape how we support top advisors and manage key relationships across the advisor lifecycle.

Reporting to the Director of Advisor Services, you’ll split time between designing the playbook and directly coaching advisors for growth, with the aim of driving GMV lift and improved retention in a fast-paced startup setting.

Qualifications

• 5–7 years in relationship-intensive roles with business-building components
• Ability to discuss strategy, pipeline and growth trajectory with top producers
• Builder mentality; comfortable designing systems from scratch
• Strong written and verbal communication skills for high-expectation individuals
• Comfort with data; able to read dashboards and translate numbers into coaching
• Proactive; anticipates advisor needs and next steps
• Early-stage startup experience strongly preferred

Responsibilities

• Portfolio Management: manage an active portfolio of advisors and drive growth
• Growth Leadership: conduct business reviews and surface growth opportunities
• Seasonal Playbook: adjust cadence during peak seasons and guide activity
• Retention & Escalation: identify risks and route issues to the right teams
• Function Design & Playbook: build operating model, playbooks, templates and handoffs
• Cross-functional alignment: liaise with Product, Training, Events, and Fora X leadership
• What Success Looks Like (12 months): measurable GMV lift, onboarding of Pros, scalable processes

Skills

Relationship mgmt

Business conversations

Builder mindset

Strong communication

Data-driven

Proactive

Startup experience

Tools

CRM tools

Job description

Fora in New York City is seeking a founding Account Manager to architect and lead the account management function for high-value advisors. You will shape how we support top advisors and manage key relationships across the advisor lifecycle.

Reporting to the Director of Advisor Services, you’ll split time between designing the playbook and directly coaching advisors for growth, with the aim of driving GMV lift and improved retention in a fast-paced startup setting.