JOB BOARD: Senior Account Manager, Corporate Services, E*Trade, Menlo Park, CA

https://career.etrade.com/job-search/job-description/Senior-Account-Manager-Corporate-Services-job-Menlo-Park-California-4323598

Job Title: Senior Account Manager - Corporate Services
Location: Menlo Park, CA, USA
Job ID: IRC77452
Post Date: 03/18/2014
Detailed Description
THE COMPANY
E*TRADE Financial Corporation, the online investing & trading pioneer, with 4.5 million accounts and over $200 billion in customer assets, is continuing to reinvent the online trading industry. Our unique culture of innovation creates an environment where you will be continually learning and challenged to develop your career.

SUMMARY
A Senior Account Manager at E*TRADE Financial Corporate Services is responsible for managing the firm's largest corporate client relationships in a given geographic territory. The Senior Account Manager is E*TRADE's key liaison to the client and is responsible for ensuring that all contact points with E*TRADE are seamless and that the client is highly satisfied with our offering and service levels across product, training, operations, service and our retail division.
The Senior Account Manager, with appropriate training, must be an expert in equity comp plans and the E*TRADE equity comp product and service model. They are responsible for developing strong relationships with contacts at all levels within the largest corporate client organization. Additionally, the Senior Account Manager sare also expected to travel to client sites, attend industry and E*TRADE-sponsored client events, and entertain clients as part of the normal course of client coverage. Client contacts must be documented properly in our client relationship management system, Salesforce.com.
The relationship aspect of the role may include performing onsite or WebEx training for the stock plan administration team or participants. Other outreach methods may include supporting a client's benefits fair or facilitating education days for client participants on either stock plans or investment planning by E*TRADE's corporate services financial consultants.
The Senior Account Manager must operate in a manner that is consistent with the risk policies, procedures and guidelines established internally at E*TRADE Financial in addition to the external regulatory bank/brokerage environment. The Senior Account Manager must be able to anticipate and proactively manage risk, and escalate key issues as needed. This is accomplished by working with pertinent stakeholders to evaluate service and operational solutions, understanding the revenue and business model to ensure relevant contract and commission pricing, and understanding and effectively communicating the distinction between the corporate client relationship and the relationship that exists between E*TRADE Securities and the employee.

RESPONSIBILITIES
● Work closely with Corporate Services Group colleagues and other internal partners/resources (Client Service, Participant Service, Executive Services, Implementation, Marketing, Product Development, Legal, etc.) to ensure the successful roll-out and ongoing delivery of E*TRADE's products and services to the client
● Become the day to day key contact person for the client leverage expert understanding of the client's overall needs and preferences to provide them with a seamless service experience across E*TRADE teams in clearing, operations, product, legal, compliance, or client services
● Work closely with the Senior Account Executive sales team in the early stages of the sales cycle of a prospective client so that a strong relationship has been established prior to implementation go-live
● Educate clients on the full outsourcing and partial outsourcing equity compensation administrative solutions we provide, which include but are not limited to, ESPP - employee stock purchase plans, SOP - stock option plans, RSA - restricted stock award plans, RSU - restricted stock unit award plans, and SAR - stock appreciation rights
● Partner effectively with E*TRADE Retail Branch representatives to educate clients and their employees on E*TRADE's retail service offerings such as investment and Retirement Planning
● Develop key industry contacts that will assist in building effective relationships and support the maintenance of our corporate relationships
● Utilize extensive business and industry knowledge to build long-term relationships and develop relevant strategic partner relationships that address client needs
● Work to develop contacts with Industry Consultants and other centers of influence that can be leveraged to build relationships and renew clients
● Develop expert level of understanding of E*TRADE's Corporate Services Equity Edge Online product and various service models, as well as a strong understanding of the firm's broader capabilities by attending all necessary training sessions
● Learn E*TRADE's client relationship management system, Salesforce.com, and leverage it weekly to maintain pipeline, client contact information and client meeting notes.

REQUIREMENTS
MUST HAVE EXPERIENCE
● 8-10 years' financial services or business to business relationship management and sales experience required
● Experience selling integrated business solutions in both large and small corporate settings
DESIRED EXPERIENCE
● Independent, self-motivated and success driven, yet able and willing to take direction
● Knowledge of investment industry and equity compensation marketplace preferred.
● Highly developed presentation and facilitation skills gained in a client-facing environment.
● Excellent oral and written communications skills.
● Strong organizational skills and attention to detail.
● Strong collaborative skills and organizational abilities
EDUCATION, CERTIFICATION, TRAINING
● Bachelor's degree required
● Series 7 and 63 registrations required or obtained within 90 days. Series 24 preferred

We offer a competitive and comprehensive benefits package. Please visit https://career.etrade.com/why-work-at-etrade/employee-benefits to learn more about the opportunities.
E*TRADE Financial is an EQUAL OPPORTUNITY EMPLOYER