Client Manager
Insight Global
Job Description
One of our top software wealth management clients is looking for a Client Manager to join their dynamic team. The Client Manager's responsibility will be to connect with prospective clients, understand their financial goals, and match them with the most suitable advisor in the company's network. The Client Manager will play a crucial role in fixing a broken financial advisory system and helping clients make better financial decisions while working with a company that truly puts integrity and the consumer first.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
Skills and Requirements
1-3 years of sales experience
Bachelor's degree
Ability to thrive in a fast paced, dynamic environment
Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work
Self-motivator with a collaborative spirit
Flexibility in adapting to new technologies and environments
Based in NY/NJ - Strong understanding of investment products, financial markets, and account management processes.
Degree in finance, business or related fields
Experience working with clients in the financial services space
$65k - $75k
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