Paired ยท 5 months ago
Senior Account Manager (Financial background required)
United States
Full-time
Remote
Senior LevelPaired is a global staffing and recruiting agency that connects talented individuals with great companies. They are seeking a Senior Account Manager to serve as a Client Facilitator, supporting the lead advisor in delivering exceptional service to high-net-worth clients by managing client engagements and ensuring service delivery.
Outsourcing/Offshoring
Responsibilities
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
Qualification
Required
Background in financial services, account management, or operations
Ability to thrive in a fast-paced environment
Comfortable managing fine details and big-picture priorities
Company
Paired
Paired is a leading headhunting agency that specializes in sourcing and recruiting top creative and design talent from overseas.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase