The Opportunity: This individual will be responsible for proactively managing and developing our relationship with clients engaged with ACA for distribution-related services provided by our broker-dealers. This individual will also identify and nurture sales opportunities for ACA’s additional products/services. We are looking for someone with a deep understanding of the industry, market, and the competitive landscape within this product/service. Candidate will serve as point of escalation for client’s needs and manage relationship in collaboration with business unit and other internal/external constituencies.
What you’ll do:
- Guide new clients through the onboarding process, ensuring a smooth transition and a clear understanding of the products and services.
- Proactively partner with the Account Executives to foster and maintain strong relationships.
- Initiate regular check-ins as required by standard operating procedures.
- Identify and address client issues or concerns effectively, coordinating with internal team to provide timely resolutions.
- Work to manage client contracts and identify opportunities for upselling additional products or services that align with the client’s needs.
- Gather and provide client feedback to share with the product specialist team to improve the product/service.
- Stay informed on market trends, industry developments, and competitors to identify opportunities or threats.
To Qualify for the role, you will have:
- Master’s and/or bachelor’s degree in business, marketing, or a related field (or equivalent work experience)
- 7+ years of experience in client success, account management or a related role
- Securities license not required but welcomed.
Skills and attributes for success:
- Have a passion and/or experience with financial services and Compliance industry.
- Understands industry, market, and the competitive landscape within ACA product/service.
- Independent, highly motivated, and able to multi-task effectively.
- Organized, proactive, and works well in a fast-paced environment.
- Intellectually curious & a fast learner.
- Client presentation experience to manage escalations, projects and support cross/upsell.
- Excellent communication, negotiation, and presentation skills.
- Exceptional problem-solving abilities and a customer-centric approach.
- Ability to adapt to a fast-paced, dynamic environment and lead change initiatives.
- Results-driven, with a demonstrated ability to meet and exceed performance targets.
What working at ACA offers:
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. Our Total Rewards package includes medical and dental coverage and 401(k) plans, and a wide range of paid time off options as well as a flexible work environment. You’ll also be granted time off for designated ACA Paid Holidays, Summer Fridays, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. We also offer unique benefits such as Student Debt Forgiveness and Pet Insurance.
About ACA:
ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our ComplianceAlpha® technology platform with the specialized expertise of former regulators and practitioners and our deep understanding of the global regulatory landscape.
What we commit to:
ACA is firmly committed to a policy of nondiscrimination, which applies to recruiting, hiring, placement, promotions, training, discipline, terminations, layoffs, transfers, leaves of absence, compensation and all other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
United States
