Jackson

Jackson

Internal Account Manager, Strategic Relationships

Nashville, TN

Sponsorship not specifiedDetected 12 days ago
SalesAccount ManagementHRISCustomer SupportCommunicationProblem SolvingPublic SpeakingMicrosoft Office

About the role

  • If you are an internal associate, please login to Workday and apply through Jobs Hub.
  • This individual is responsible for partnering with Key Account Managers (KAMs) and managing existing relationships with broker/dealer firms.
  • The Internal Account Manager will also be the primary contact for broker/dealer firms related to administrative problem solving, product information, and specific contract information.

Requirements

  • Bachelor's Degree or equivalent experience required.
  • Financial Service Sales experience required.
  • FINRA SIE, FINRA Series 6 or 7 required.
  • Applicants without the required registration(s) will have 90 days to obtain the required registration(s), but will be limited in job function until complete registration(s) is obtained.
  • 2+ years financial services industry experience in National/Key Accounts preferred.
  • Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

Nice to have

  • Interacts with KAMs on processing/updating selling agreements, internal/external sales communication, etc. and disseminating updated information to appropriate Jackson personnel.
  • Disseminates monthly account management reports for firm.
  • Prepares presentations and briefings for accounts and senior management.
  • Liaison between broker/dealer firm and Jackson sales team.
  • Coordinates sales training with broker/dealer firms (training, conference calls, WebEx's, etc.) and Jackson Internal Sales Desks.
  • Plans and coordinates a Jackson presence at regional and national firm conferences and attend where appropriate.
  • Works with appropriate Jackson departments to coordinate and execute all National Accounts sales initiatives.
  • Handles inbound calls from other Jackson departments and from the back offices of the firms he/she is responsible for.

Visa & Work Authorization

  • Manages on-going administrative processes and ensure timely update to the field for tiered and non-tiered firms including suitability certification follow up, routing Non-Tiered Sponsorship requests, facilitates new BD Profiling post-onbo
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This listing is sourced directly from Jackson's careers page and normalized into a canonical job model.