Senior Account Manager, Banking & Investing

Posted 5 days ago

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

📋 Description

• Expand the network of banking, deposits, and investing partners while acquiring new collaborators.

• Enhance existing partnerships through increased budgets, improved economics, and wider distribution.

• Oversee operations for strategic banking partners in collaboration with the Head of Partnerships.

• Manage both the operational and strategic aspects of banking, deposits, and investing partnerships.

• Handle partner operations from onboarding through to campaign management, reporting, issue resolution, and optimization.

• Create proposals that align partner objectives with placements, target audiences, and distribution across FinanceBuzz and the publisher network.

• Keep an accurate record of the pipeline, forecasts, partner updates, and next steps.

• Represent Launch Potato at industry events and meetings with partners.

• Build pipelines in the areas of banking, deposits, investing, and wealth management.

• Connect with decision-makers through relationships, referrals, events, and proactive outreach.

• Manage partner discussions from initial outreach to pitching, negotiation, contracting, and launch.

• Evaluate partner growth objectives, economics, products, and target demographics.

• Aim for independent partner ownership within approximately 120 days.


⛳️ Requirements

• Direct experience on the advertiser side of a financial comparison publisher, marketplace, or performance network, managing banking, deposits, or investing partners.

• Proven track record of account growth, including demonstrated budget increases.

• Sales experience in opening doors and successfully closing deals.

• Comfortable with cold outreach, particularly to investing applications.

• Proficient in managing URL approvals, budget modifications, CPA adjustments, placements, and widget coordination.

• Capability to independently resolve issues while collaborating with account management, product, media, analytics, compliance, legal, and finance teams.

• Strong understanding of performance economics, including CPA, CPL, CPC, and revenue sharing.

• Ability to utilize performance, revenue, and unit-economic data in negotiations.

• Excellent communication, relationship-building, and negotiation skills across various partners and opportunities.

• Preferred: experience as a publisher; background in wealth management, financial advisory, RIAs, or advisor networks; existing relationships with banks, fintech firms, investment platforms, or related financial services companies; experience in selling customer acquisition, media, lead generation, or performance-based marketing.


🏝️ Benefits

• Remote-first team environment.

• A diverse and inclusive team culture.

• Equal Employment Opportunity company.

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