FMT Solutions
FMT Solutions is dedicated to empowering fiduciary advisors by helping them improve the financial well-being of individuals and families. For over 20 years, experienced investment advisors have delivered FINRA-reviewed educational courses both in-person and virtually. These courses help advisors cultivate client relationships, expand their professional networks, and make a positive impact in their communities. With a comprehensive suite of support services, including goal-setting, marketing planning, and conversion coaching, FMT Solutions ensures client acquisition success and sustainable asset growth.
Role Description This is a full-time, on-site role for an Account Manager based in Lawrence, Kansas. The Account Manager will be responsible for managing client relationships, supporting client success initiatives, and helping achieve business objectives. Key tasks include overseeing project timelines, coordinating cross-functional efforts, and providing ongoing support to ensure client satisfaction. The role also involves regularly strategizing with advisors to optimize their engagement and growth opportunities through FMT’s educational marketing platform.
Qualifications
Strong client relationship management and customer service skills
Excellent communication, organizational, and problem-solving abilities
Experience with project management and teamwork in fast-paced environments
Knowledge of financial advisory services, marketing strategies, or educational programming
Ability to work on-site in Lawrence, Kansas, and collaboratively contribute to team successes
Bachelor’s degree in Business, Finance, Marketing, or a related field
Prior experience in the financial services or education industry is a plus
Seniority level Entry level
Employment type Full-time
Job function Sales and Business Development
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Role Description This is a full-time, on-site role for an Account Manager based in Lawrence, Kansas. The Account Manager will be responsible for managing client relationships, supporting client success initiatives, and helping achieve business objectives. Key tasks include overseeing project timelines, coordinating cross-functional efforts, and providing ongoing support to ensure client satisfaction. The role also involves regularly strategizing with advisors to optimize their engagement and growth opportunities through FMT’s educational marketing platform.
Qualifications
Strong client relationship management and customer service skills
Excellent communication, organizational, and problem-solving abilities
Experience with project management and teamwork in fast-paced environments
Knowledge of financial advisory services, marketing strategies, or educational programming
Ability to work on-site in Lawrence, Kansas, and collaboratively contribute to team successes
Bachelor’s degree in Business, Finance, Marketing, or a related field
Prior experience in the financial services or education industry is a plus
Seniority level Entry level
Employment type Full-time
Job function Sales and Business Development
#J-18808-Ljbffr