Account Management Director

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🕒 Fevereiro 25

🌲 Oregon – Remoto

🌲 Oregon – Remote

⏰ Tempo Integral

🔴 Especialista

💰 Gerente de Contas

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Halbert Hargrove

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A Halbert Hargrove é uma empresa de gestão fiduciária de patrimônio e consultoria financeira que oferece gestão de investimentos, planejamento de aposentadoria, planejamento sucessório, planejamento financeiro com otimização tributária, orientação para doações caritativas e serviços de consultoria virtual para indivíduos e famílias — especialmente para clientes com mais de 1 milhão de dólares em ativos investíveis. A empresa oferece uma abordagem chamada LifePhase Investing® para adaptar estratégias a diferentes etapas da vida e mantém várias localizações nos EUA, enfatizando dever fiduciário, planejamento personalizado e preservação de legado a longo prazo.

Descrição

• Lead the charge in shaping our company's growth trajectory and elevating the customer experience to new heights • Champion a customer-centric ethos throughout the organization, meticulously overseeing the customer lifecycle to ensure unparalleled satisfaction and unwavering value demonstration • Spearhead the formation and management of Account Management teams • Cultivate and fortify customer relationships to drive revenue growth and deliver exceptional service • Showcase portfolio insights and industry best practices to clients • Effectively relay customer feedback and requirements internally to align cross-functional teams • Design and implement processes to standardize and enhance customer experiences • Collaborate closely with Sales and Marketing teams to facilitate seamless onboarding experiences for clients

🎯 Requisitos

• A minimum of 10 years of experience in Finance, Sales, Operations, Marketing, or Customer Acquisition/Retention/Satisfaction • Demonstrated leadership acumen with at least 5 years of team leadership experience • Proficiency in driving process improvements to optimize operational efficiency • Exceptional organizational, analytical, and time management skills • Proficient in Microsoft Office Suite • Ability to thrive in a diverse work environment with minimal supervision • Strong problem-solving abilities coupled with excellent communication skills • Proven track record of meeting and exceeding revenue targets

🏖️ Benefícios

• Thrive in a fast-paced startup environment alongside seasoned industry leaders • Engage with cutting-edge technologies and drive measurable impact • Participate in quarterly virtual team-building activities and monthly team lunches • Competitive salary coupled with equity opportunities • Comprehensive medical, dental, and vision coverage • Embrace a flexible vacation policy to maintain a healthy work-life balance