Account Executive

Bookmark This


FINPRIME Asset Management LLC serves the financial management and funding needs of businesses with $.5 million to $20 million in revenue. The Account Executive manages a portfolio of these clients and is a key role in the organization, building relationships by providing financial advice to business clients with a focus on client experience and financial management. FINPRIME is looking for an Account Executive to develop new business and deepen existing relationships.


• Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.
• Serve as a trusted advisor to the client in delivering comprehensive and customized business financial products and solutions tailored to the financial needs and circumstances of the clients.
• Manage a portfolio of business clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients.
• Manage business opportunities within assigned portfolio, for example, a designated territory or industry; provide support to clients when working with lenders.
• Utilize referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship.
• Use knowledge of business, finance, banking, credit and financial management to identify, recommend and promote solutions and financing that best serve the clients.
• Build relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities and ensure profitability of portfolio.
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements.
• Manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects.


• Knowledge of business credit, deposit and cash management products and services.
• Strong communication skills with individuals at all levels, internally and externally.
• Ability to build relationships with clients and internal partners and influence others without direct control.
• Able to identify opportunities, issues and viable alternatives when traditional solutions do not apply.
• Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; ability to anticipate client needs.
• Ability to manage multiple and competing priorities on a daily basis in pursuit of business objectives.
• Knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
• Strong current business network and active involvement in community organizations such as Chambers of Commerce, non-profit boards.
• Travel requirement: approximately 25%

How To Apply

Login or Sign Up to apply.

Always be on the alert for potentially fraudulent job postings online - never send money to a potential employer.

Report potential scams Go to Trust and Safety Center