Network Account Manager

March 4

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $60k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Nitrogen

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Nitrogen is a platform designed for financial advisors and wealth management firms to enhance client engagement and streamline business processes. The company offers a suite of tools, including the Riskalyze platform, which helps align client risk tolerance with investment proposals and portfolio management. Nitrogen focuses on building trust between advisors and clients by providing deep analytics, risk modeling, and seamless software integrations. With products such as the Marketing Center and Command Center, Nitrogen aids in portfolio monitoring, risk assessment, and client outreach, facilitating business growth and improving client satisfaction.

Investing • Risk Tolerance • Fintech • Advisor Solutions • Software

201 - 500 employees

Founded 2011

💸 Finance

💳 Fintech

☁️ SaaS

📋 Description

• Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. • Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. • The Network Account Manager (Network AM) is accountable for revenue retention and engagement of Wealth Network Advisors in an assigned book of business. • This role requires strong collaboration with our Managing Director of Partnerships, who owns the enterprise renewal conversations. • Develop and execute a structured engagement plan to ensure regular, meaningful touchpoints with Wealth Network Advisors. • Support operational processes related to billing, contract amendments, and renewals. • Participate in call reviews with leadership and peers for continuous improvement.

🎯 Requirements

• 2 years at a technology company with a SaaS subscription model • 2 years in a customer-facing role in technology • 1 year using Salesforce on a daily basis as part of your core role • College degree or equivalent work experience • Strong organizational skills—able to track, manage, and document advisor engagement effectively as well as manage multiple priorities and stakeholders • Exceptional communication and collaboration—able to work cross-functionally and translate advisor insights into actionable strategies. • Ability to think creatively about engagement strategies, ensuring consistent and meaningful advisor interactions. • Strong attention to detail, ensuring that relevant information is captured and relayed accurately for renewal conversations. • Ability to work independently while maintaining strong alignment with internal stakeholders. • Data-driven mindset—able to analyze engagement trends and identify areas for improvement.

🏖️ Benefits

• 4% 401(k) Match. Our employees invest so much in our company and we love getting to invest in them. The company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation. • Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is offered to all employees wanting expert guidance on how to handle their money. • Medical, Dental & Vision insurance plans. We want to help keep you (and your family) healthy! Comprehensive health insurance options for you & your family. • Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) available depending on chosen medical plan. We know that investment risk isn’t a one-size-fits all and neither are your health savings options! • Generous maternity & paternity leave for either the birth or adoption of a child. Mom's & Dad's need time with their new family members! • Discounted pet insurance available. Pets are family too!! • 3 weeks vacation & 1 week sick time per year.Take the time you need for fun or simply time to recover from not feeling well. • 11 paid company holidays per year. Enjoy your time off; you deserve it! • Remote & in-person team building activities help our employees stay connected and engaged. We absolutely love to hype our people up! • Company wide meetings held by our CEO benefit all employees by keeping everyone in the loop. We are one team, and we tackle projects together. • Employee development is our priority. From leadership training, to mentorship, to industry resources, we care about progressing you in your career.