Strategic Account Manager, Financial Services Growth

Pioneer Central; Riverside (CA); On-site; USD 80,000 - 126,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Pioneer Central in Riverside, CA is hiring an Account Manager in a full-time role. You will manage and grow client relationships, ensuring their financial needs are met and identifying opportunities for business growth.

The position requires a bachelor’s degree in finance or business and at least 3 years of experience in financial services or account management. Strong communication and interpersonal skills are essential for success and collaboration with sales teams.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 3+ years of experience in account management, sales or related field within financial services.

Responsibilities

• Develop and maintain strong relationships with existing clients to ensure their financial needs are met and to identify new opportunities for business growth.
• Proactively identify and pursue new business opportunities through strategic marketing efforts and client outreach.
• Collaborate with the sales team to develop and implement effective sales strategies and tactics to drive revenue growth.
• Monitor and analyze client accounts to identify trends, risks, and opportunities, and provide actionable insights to the management team.
• Ensure compliance with all relevant regulations and industry standards to maintain the integrity and reputation of Pioneer Central.

Skills

Communication skills

Interpersonal skills

Time management

Education

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

3+ years experience in account management/sales within financial services

Job description

Pioneer Central in Riverside, CA is hiring an Account Manager in a full-time role. You will manage and grow client relationships, ensuring their financial needs are met and identifying opportunities for business growth.

The position requires a bachelor’s degree in finance or business and at least 3 years of experience in financial services or account management. Strong communication and interpersonal skills are essential for success and collaboration with sales teams.