307 Account Management Executive jobs in Cedar Park

• Partner with external Business Development Consultants to recruit advisors into the Kestra Financial community
• Qualify leads through 1-1 conversations with prospective advisors and teams
• Host virtual meetings and advisor-facing Tech Demos to inform and engage prospects
• Connect, network, and build rapport with prospective financial advisors and staff
• Nurture prospects through the entire recruitment process
• Maintain timely data and activity entry in Salesforce CRM
• Develop business profiles and pro forma economics using Excel and other software tools
• Engage in transition dialogue in the early and intermediate stages of the recruitment process
• Build internal and external strategic partnerships for referrals
• Participate in Home Office Visits, including hosting occasional dinners and meetings
• Assist with setting appointments for the external recruiter
• Collaborate with the external to grow territory by communicating the company value proposition
• Monitor public and industry sources for material changes in targeted accounts
• Conduct initial research to locate and identify qualified financial professionals
• Research multiple outlets to create territory-specific outbound prospecting lists

• Excellent written and verbal communication skills
• Collaboratively minded
• Motivation for sales
• Prospecting skills
• Goal-focused & process-driven
• Relentless
• Ability to uncover customer needs, wants, and desires as well as pain points.
• Territory management
• Market knowledge
• Strong webinar presentation skills
• Professional presence
• Ability to multitask and time management

• College degree or equivalent industry-related experience
• Sales professional with 3+ years' experience

• FINRA Series 6 or Series 7 is not required

• Ability to sit at a computer for long periods in a well-lit office environment.
• Ability to lift to 20 pounds.
• The position is located in the Austin, TX office. Must be able to work in the office during scheduled work hours.

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Job Description

We are a global law firm with a powerful strategic focus and real momentum. Our industry-focused strategy is seeing us take on pioneering work in places that others have yet to reach. Our shared values define our culture and our workplace. You will find us to be unusually collegial, team-oriented, and ready to innovate. We work seamlessly across practices, offices and around the world. This elimination of boundaries has allowed us to evolve into a law firm that works as hard for its culture as it does for its clients.

As part of the US Business Development (BD) team, this role supports day-to-day needs of team members and practice group lawyers in the execution of strategic go-to-market initiatives that generate new client relationships, enhance brand profile and drive revenue opportunities.

The ideal candidate is a highly-motivated, detail-oriented individual who shows ambition, determination and the desire to further develop a career in business development. We are looking for a candidate who has experience in quickly building rapport with key stakeholders, developing subject-matter knowledge, and working closely with peers and senior marketing staff to provide strategic and tactical support of business development initiatives.

We aim to provide you with opportunities to develop your career, encouraging close cooperation and teamwork alongside our broader Marketing and Business Development team. This is an exciting opportunity to join a national team at one of the world's largest law firms.

This position reports to BD Manager, Corporate/M&A and Securities and can be based in the Dallas, Houston, Austin or San Antonio offices.

• Serve as primary BD support for the Real Estate team and provide strategic support to the Corporate M&A and Securities team

• Manage the development and production of client-targeted marketing materials to raise and maintain awareness of our Real Estate and Corporate/M&A and Securities strengths in line with strategic growth objectives, including bids/RFPs, client presentations, and publications

• Draft and coordinate submissions in legal directories (such as Chambers and Legal 500 ) and work with lead lawyers to finalize and prep for interviews

• Monitor content quality - proof and organize content and related experience lists, marketing collateral and other materials used for go-to-market initiatives to ensure accuracy and consistency in adherence to brand and style guidelines

• Coordinate with partners on the development, production process, and publicization of outcomes and thought leadership (client alerts and articles), internally and externally, including social media, in coordination with the Communications Team

• Track and analyze experience for the Real Estate and Corporate/M&A teams in the Firm's experience management and CRM systems, including producing periodic analyses

• Work with the in-house Events Team to plan events related to the promotion of the Teams including, industry conference sponsorships, client presentations and seminars, client dinners, and other events

• Monitor strategic actions agreed in business plans and project meetings; lead follow-up efforts

• Identify and develop engagement opportunities, collaborating with global and regional client teams as needed

• Coordinate resources materials and reporting for internal team meetings as needed

• Assist in the lateral integration/onboarding process as needed

Please note this job description does not cover or contain all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

• 6+ years of experience, preferably in professional services; law firm experience a plus

• Demonstrated understanding of marketing and business development concepts; experience with subject-matter for Real Estate and/or Corporate/M&A a plus

• Motivated self-starter; quickly establishes trust and builds relationships with internal stakeholders by being responsive, proactive and curious

• High degree of intellectual curiosity; ability to learn and integrate the use of firm resources and technologies into all activity according to best practices

• Must be comfortable interacting and collaborating with lawyers, other professionals and staff within the firm; possesses diplomacy, enthusiasm, perseverance and a sense of humor

• Must be comfortable in a fast-paced, hybrid/remote environment; demonstrates ability to work independently, with agility in responding to requests with accuracy and quality in a timely manner

• A problem solver who is detail-oriented and highly organized; ability to manage multiple projects simultaneously with limited supervision, delegate appropriately and deal with ambiguity

• Willingness to take on additional responsibility, including assisting others with onboarding, advocating best practices and engaging with other BSP teams on internal firm projects

• Clear and concise written/oral communication skills

• Strong proficiency in using Microsoft Suite (including direct experience with PowerPoint and advanced functions within Excel)

• Experience with CRM and experience management systems a plus

• Promotes and demonstrates our business principles of quality, unity and integrity

• Bachelor's degree required

Information Security Compliance

All firm personnel have a personal responsibility to take appropriate measures to protect computer equipment, IT Systems and Confidential Information. Personnel must: (a) familiarize themselves with firm policies and remain familiar with any updates; (b) comply with all relevant legislation; (c) report Information Security incidents promptly to the IT Service Desk; and (d) attend and complete any designated Information Security training.

Employees are entitled to compensation commensurate with skill and experience. The full time base annual salary for this position in the New York City and Washington DC markets is expected to range between $90,000 and $120,000, with eligibility to receive overtime compensation.This range represents the firm's good faith and reasonable estimate of the range of possible compensation at the time of posting for a position in New York City and Washington DC. Salaries in other markets will vary depending on market data. Bonus opportunities are non-guaranteed and are dependent upon individual and firm performance.

Norton Rose Fulbright US LLP is committed to providing employees with a comprehensive and competitive benefits package that supports you, your health, and your family. Benefit packages include access to three medical plans, dental, vision, life, and disability insurance. Employees can also access pre-tax benefits such as health savings and flexible spending accounts. Norton Rose Fulbright helps provide financial security by allowing employees to participate in a 401(k) savings plan and profit-sharing plans if eligible. Full- time employees are eligible to access fertility benefits designed to support fertility and family-forming journeys.

In addition to the Firm's health and welfare benefits above, we offer a competitive paid time off plan, which provides a minimum of 20 days off based on your role and tenure with the firm. The firm offers a generous paid parental leave benefit allowing parents to take a minimum of 14 weeks of paid leave to bond with your newborn, or adopted child(ren). Employees are also entitled to 11 Firm holidays.

Norton Rose Fulbright US LLP is an Equal Opportunity Employer and complies with all applicable federal laws and their implementing regulations that require the collection and recording of certain data and information. The information we receive will not be used to make any decision regarding employment and will be kept separate from your application. Similarly, self-identification information is kept confidential and used only in accordance with applicable federal laws and regulations. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.Norton Rose Fulbright is committed to providing reasonable accommodation as an Equal Opportunity Employer to applicants with disabilities. If you require assistance or accommodation to complete your application, please contact Please provide your contact information and a description of your accessibility issue. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

E-Verifyis a registered trademark of the U.S. Department of Homeland Security. This business uses E-Verify in its hiring practices to achieve a lawful workforce.

Equal Employment Opportunity