HHiring Reality
← Zocks

Network Account Manager

Zocks
Location
Remote US
Posted
24 days ago
Department
Account Management
What they actually want (must-haves)
  • 3-5+ years of experience within an RIA, Broker-Dealer, Bank, or Insurance environment
  • Proven track record of managing complex industry workflows and the end-to-end client lifecycle
  • Background in wealth-tech, fintech, or regulated SaaS serving financial advisors
  • Proven track record of generating net-new bookings and driving adoption within a defined book of accounts or partner networks
  • Strong relationship-building skills with the ability to manage both executive-level champions and individual end users
  • Comfortable owning execution of contractual commitments and coordinating cross-functional marketing and onboarding activities
Nice to have
  • Experience executing channel or partner-marketing programs, including co-marketing, webinars, and field activation
  • Familiarity with advisor distribution ecosystems including broker-dealers, RIA networks, and enterprise platforms
  • Experience driving bottoms-up, product-led adoption within large or networked customer bases
  • Familiarity with Salesforce and SalesLoft
What the job really is

As a Network Account Manager at Zocks, you will be responsible for managing and executing partnerships with financial advisory networks. Your role involves onboarding partners, ensuring the fulfillment of partnership agreements, driving user adoption among advisors, and maximizing net-new bookings. You will collaborate with various teams to execute marketing activities and support the growth of Zocks within partner networks.

Benefits
  • Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
  • Dental: 99% covered - Guardian, $1,500 annual benefit
  • Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
  • FSA: Zocks matches dollar-for-dollar up to $500/year
  • Unlimited PTO
  • Paid sick time
Things to weigh
  • Role involves both account management and sales responsibilities, which may require a diverse skill set
  • Travel required approximately 2x/month, which could impact work-life balance
  • Remote position with a preference for candidates in specific states, limiting geographic flexibility
Job score3.6/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency0/5

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