Account Coordinator, Relationship Management

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Establishes collaborations with both internal and external stakeholders to deliver sales solutions and support across various LFD business units.

• Collaborates with key stakeholders to implement the overall sales strategy of the department.

• Oversees organization-wide procedures to ensure compliance with LFD regulations.

• Addresses and resolves increasingly complex operational and compliance issues and concerns.

• Inspires and enhances relationships within sales and business areas to execute targeted sales concepts and solutions that drive sales growth.

• Aims to achieve sales goals by defining, implementing, and managing intricate assignments necessary to achieve these objectives.

• Works together with internal stakeholders to complete various complex projects that propel the sales strategy forward.

• Recognizes, integrates, and communicates product needs, strategies, and field sales challenges and issues to sales management as they arise.

• Aids in the development and execution of tactical sales strategies that align with LFD’s vision and direction.

⛳️ Requirements

• Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Computer Science, Information Systems, or Information Technology.

• 3-5 years of experience in the financial services sector.

• 1-3 years of demonstrated success in sales and relationship building.

• FINRA SIE and Series 6 certifications required upon hire.

• FINRA Series 63 must be obtained within 90 days of the start date.

• Proven strong relationship management skills with internal clients (e.g., management, peers, and colleagues); ability to foster collaborative approaches.

• A confident and comfortable communicator with robust written and verbal communication skills.

🏝️ Benefits

• Clearly defined career tracks and job levels.

• Opportunities for leadership development and virtual training.

• Paid time off/parental leave.

• Competitive 401K and employee benefits.

• Complimentary financial counseling, health coaching, and employee assistance program.

• Tuition assistance program.

• Flexible work arrangements that suit your needs.

• Effective productivity and technology tools along with training.