Founding Account Manager, Advisor Services & Loyalty

📋 Description

• Founding Account Manager role to build account management from ground up for high-value advisors.
• Split focus: function design (playbooks, cadences, escalation protocols) and portfolio management
• Own advisor relationship trajectory from onboarding to Fora X handover for top-tier advisors.
• Collaborate with Advisor Services, Training, Events, and Product to shape advisor experience and
• Define how we provide strategic business guidance and identify growth opportunities.
• Drive measurable GMV lift through proactive advisor support and resource routing.

🎯 Requirements

• 5–7 years in relationship-intensive GTM or premium member-experience roles with business-building
• Ability to discuss business strategy, pipeline, growth trajectories with top producers.
• Builder mentality; comfortable designing systems and processes while managing a portfolio.
• Strong written and verbal communication; able to translate data into actionable coaching.
• Comfort with data; able to read dashboards and extract insights for growth.
• Proactive by nature; eager to identify advisor needs and opportunities early.

🎁 Benefits

• Compensation: $150K–$175K OTE + equity (experience-based levels).
• Unlimited vacation; health, dental, and vision insurance; 401k with company match.
• Wellhub Memberships; commuter benefits; supplemental life insurance; stock options.
• Office in New York City (Tribeca/Fidi) with natural light and great views.