Account Management Director

Job not on LinkedIn

🕒 February 25

🌲 Oregon – Remote

🌲 Oregon – Remote

⏰ Full Time

🔴 Lead

💰 Account Manager

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Halbert Hargrove

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

👥 B2C

Finance • B2C

Halbert Hargrove is a fiduciary wealth management and financial advisory firm that provides investment management, retirement planning, estate planning, tax-aware financial planning, charitable giving guidance, and virtual advisory services for individuals and families—particularly clients with $1M+ in investable assets. The firm offers a LifePhase Investing® approach to adapt strategies across life stages and maintains multiple U. S. locations while emphasizing fiduciary duty, personalized planning, and long-term legacy preservation.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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