Account Manager – on-site in Leawood, Kansas, United States.

Summary The Account Manager is an officer-level role responsible for building long-term, trusted relationships with client firms and their advisors. You will oversee a portfolio of assigned firms, grow business from existing clients, and actively pursue new sales opportunities. Reporting to the Head of Advisor Relations, you will align with NAT’s vision, strategy, and policies and bring wealth management industry knowledge to bear across core company functions.

Responsibilities - Develop a thorough understanding of each client’s market position, products/services, differentiators, and competitive landscape. - Establish and maintain strong working relationships with business leaders at all levels; create and execute account plans. - Lead periodic performance-review meetings and ensure B2B agreements are executed and maintained. - Analyze data, metrics, and KPIs to evaluate performance; write and submit reports to the Manager of Advisor Relations. - Collaborate with cross-functional teams to enhance the customer experience; conduct client visits, virtual planning meetings, and participate in trade shows and events to expand networking opportunities. - Maintain proactive engagement with clients to identify new opportunities and ensure all viable clients are retained. - Manage client expectations and escalations; ensure compliance with BSA/AML/OFAC-related laws as applicable.

Account Manager – on-site in Leawood, Kansas, United States.

Summary The Account Manager is an officer-level role responsible for building long-term, trusted relationships with client firms and their advisors. You will oversee a portfolio of assigned firms, grow business from existing clients, and actively pursue new sales opportunities. Reporting to the Head of Advisor Relations, you will align with NAT’s vision, strategy, and policies and bring wealth management industry knowledge to bear across core company functions.

Responsibilities - Develop a thorough understanding of each client’s market position, products/services, differentiators, and competitive landscape. - Establish and maintain strong working relationships with business leaders at all levels; create and execute account plans. - Lead periodic performance-review meetings and ensure B2B agreements are executed and maintained. - Analyze data, metrics, and KPIs to evaluate performance; write and submit reports to the Manager of Advisor Relations. - Collaborate with cross-functional teams to enhance the customer experience; conduct client visits, virtual planning meetings, and participate in trade shows and events to expand networking opportunities. - Maintain proactive engagement with clients to identify new opportunities and ensure all viable clients are retained. - Manage client expectations and escalations; ensure compliance with BSA/AML/OFAC-related laws as applicable.