Senior Account Manager, Financial Background Required

Job not on LinkedIn

October 31

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Paired

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B2B • Recruitment • HR Tech

Paired is a strategic talent recruitment company that specializes in connecting businesses with top-tier overseas talent. They streamline the hiring process by recruiting, vetting, and presenting the best candidates for a variety of roles, allowing companies to save significantly on payroll costs. Paired focuses on placing talented individuals in various positions ranging from administrative assistants to executive roles, across diverse fields such as marketing, engineering, and sales. With a commitment to quality and cost-effectiveness, Paired offers a risk-free placement service that guarantees client satisfaction, thereby facilitating global workforce integration for its clients.

2 - 10 employees

🤝 B2B

🎯 Recruiter

👥 HR Tech

📋 Description

• Track and document all advisor-client interactions in the CRM. • Manage the prospective client pipeline, including follow-ups, recap emails, and meeting preparation. • Draft and send scopes of work and engagement agreements; manage recurring billing setup. • Maintain and track discussion topics with current and prospective clients. • Aggregate and maintain key client documents (tax returns, entity records, licenses, etc.). • Create client-ready presentations and deliverables aligned with brand standards. • Monitor fulfillment of recurring client services (e.g., tax filings, entity maintenance). • Coordinate information flow between internal teams and external partners to meet deadlines. • Step in as needed to support client services across banking, investment, legal, and tax areas. • Provide light para-planning support, ensuring accurate client data entry into planning/reporting tools. • Maintain trackers for inbound investment opportunities by asset class, manager, and risk/return profile. • Keep due diligence and active investment records up to date.

🎯 Requirements

• 3–7 years in operational, account management, or project management roles within financial services, law, tax, or family office firms within the U.S. • Required: 4+ years in financial services, including at least 2 years in UHNW wealth management, family office services, or a related setting within the U.S. • Preferred: Series 65, CFP®, CPA/PFS, CPWA® or equivalent certifications. • Strong understanding of financial planning, tax strategy, banking & lending, estate planning, and investment principles. • Proven project management skills and experience delivering high-quality, sensitive client work. • Proficiency with Microsoft 365, CRM platforms, and financial planning/reporting tools.

🏖️ Benefits

• 100% remote • Role open to all candidates residing in Latin America • Discretionary bonuses tied to individual performance and client satisfaction. • Clear pathways to advance into an advisor role or senior client service leadership positions.