Strategic Account Manager
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 14h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 15d ago
The date the source published, not the day we noticed it (2026-09-16). Last seen at its source 1h ago.
We have tracked this listing since 24 Sep 2026 (7 days). The employer's own board has carried it every time we have read it, most recently 1 hour ago.
Is it remote?
The listing says yes
The location field doesn't say remote, so our assessment is based on the title or the description. Read the listing before applying.
Who may apply?
CT, FL, NV
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $91.6k–175k/yr
Middle 50% of 2258 listings that do state pay — Sales & Marketing · all levels · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
workday employer's own board first seen 7d ago · last seen 1h ago
- location not stated
The listing
Customer Service Opportunity in Financial Services
Strategic Account Manager
Location(s):
Remote
Role Type:
Full-time, Non-Exempt
Salary: 65,000.00 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Summary:
As a member of our customer-facing organization, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms. As part of the Strategic Accounts team in Operations, you will work closely with our top tier programs, providing white glove service on both phone and processing. A collaborative and entrepreneurial approach will drive success as you learn and navigate all aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with the Osaic Institutions Strategic Team.
Our Strategic Account Managers receive robust training prior to moving onto the “floor” taking calls and processing transactions for our network of top tier Financial Professionals and Institutions. Support is related to a variety of service-related issues with exceptional experience as the goal. These are not sales roles, rather they are truly support and education experts. Our teams work Monday through Friday schedules, and these positions are eligible for overtime.
Education Requirements:
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
- Serve as a primary point of contact for assigned delegated programs, ensuring timely and accurate support
- Manage day-to-day program activities, including answering phone calls and responding to Service Central tickets
- Build and maintain relationships with program stakeholders and internal teams
- Conduct client and program calls, providing updates and addressing questions
- Process transactions including new accounts, money movements, and account maintenance
- Support delegated programs with reporting and system-related requests
- Identify and escalate issues as needed to ensure timely resolution
- Collaborate with Operations and other teams to support program needs
- Provide training and act as a resource to team members, including assisting with questions and sharing knowledge
Basic Requirements:
- 3+ years of customer service or contact center experience.
- Experience with DocuPace system
- Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint.
- Excellent communication & organizational skills.
- Quick learner with basic technical skills to efficiently navigate through various systems.
- STRONG customer focus orientation.
- High attention to detail, analytical mindset, and problem-solving skills.
- Be able to work independently and maintain elevated levels of quality.
- Self-motivated individual capable of meeting departmental expectations and deadlines
- Ability to participate and contribute to a team environment.
Preferred Requirements:
- 5+ years' experience in financial services operations or broker-dealer setting.
- Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
- Completion of FINRA SIE exam.
- FINRA Series 7 license, other FINRA licenses.