Account Manager

Nextcapital Chicago , IL 60603

Posted 3 days ago


NextCapital is the leader in enterprise digital advice. NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors, whether theyre saving for retirement in a 401(k) or IRA or investing in a taxable brokerage account. Our open-architecture digital advice solution provides better outcomes for our partners and individual investors by offering integrated account aggregation, analytics, planning and portfolio management, and customizable advice methodology and fiduciary roles.


We're looking for a talented and highly motivated Account Manager to join our team. Our Account Management team provides our enterprise partners with guidance and insight into the NextCapital platform. The ideal candidate is impeccable at building relationships, seeking opportunities to add value, and managing information and expectations across many stakeholders. They are passionate about and have experience in financial advice and software, and have a proven track record of delighting clients. Learn more about NextCapital at


  • Support & enhance NextCapitals partner relationships by:
    • Being accountable as the primary point of contact for multiple partners
    • Ensuring consistent service across NextCapitals Software, Production Support, Portfolio Operations, and Advice teams
    • Identifying partner business needs for new solutions and features, overseeing new feature implementation, and managing rollout plans
    • Delivering and coordinating training for new or existing solutions
    • Owning partner administration, including document management, billing, contract maintenance, documentation, and annual/quarterly due diligence
  • Work alongside partner Relationship Managers by:
    • Identifying new solution opportunities
    • Supporting prospecting efforts through due diligence, presentations, and proposals
    • Supporting Strategic Planning initiatives
    • Compiling partner-level KPIs and success metrics



  • You have a Bachelors degree in Finance, Economics, and/or Business Management
  • You have 1-3+ years experience in a client service or account management role within a software or financial services organization
  • You are well organized and can multi-task efficiently
  • Youre known as a strong communicator
  • You stay calm and focused in a fast-paced environment
  • You can balance the needs of your partners with those of the broader company
  • You are a self-driven learner who values soliciting input from others for informed decision-making
  • You are equally comfortable leveraging a defined process or designing a new one
  • You are committed to continuous improvement


  • Lead a team of account managers
  • Become the primary external liaison and relationship manager for one of our large enterprise partner relationships
  • Assume business development responsibilities with new or existing partners
  • Take ownership of a product area to drive informed strategy and architecture decisions



  • Disrupt the financial advice industry by bringing affordable, easy- to- use financial tools to millions of people
  • Enjoy a casual work environment & learn from fFintTechs best & brightest
  • Receive great benefits like stock options, 401(k) match, and employer contributions to health, dental, and vision coverage
  • Join a fast growing company where you can have a real impact on the company's future
  • Participate in company-sponsored sporting leagues, wine tastings, fantasy football leagues, hackathons, and other fun events
  • Enjoy an office on Michigan Avenue with a view of Millennium Park and Lake Michigan
  • Sip locally roasted coffee, kombucha, or craft beer at your modular sitting/standing desk
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