MidFull TimeEN
We are expanding our US enterprise portfolio and we are looking for an experienced Account Manager to help lead it. You will be the primary driver of retention and growth across a book of existing enterprise clients spanning large RIA firms, enterprise wealth businesses, consolidators and multi-office advisory groups.
This is not a passive relationship management role. You will be expected to protect and grow revenue by deepening client relationships, identifying expansion opportunities, and positioning Unbiased as a mission-critical partner to every account you own. You will also work closely alongside our Enterprise Sales team as we build out a stronger, more scalable US commercial presence.
The role carries annual targets broken down quarterly and monthly, and reports into the Senior Enterprise Account Manager, who is based in the UK.
• Manage and grow a $3M+ book of business across enterprise RIA and wealth management accounts
• Drive revenue growth through structured account planning, identifying and closing expansion opportunities within existing clients
• Own the renewal cycle, maintaining strong retention rates and high levels of client satisfaction
• Build and manage a healthy, accurate pipeline with strong forecasting discipline in CRM
• Develop deep executive relationships with Founders, CEOs, Heads of Growth and senior commercial stakeholders across your accounts
• Partner cross-functionally with Product, Customer Success and Marketing to remove blockers, act on client feedback and create additional value
• Contribute market insight back into the business on client needs, pricing, packaging and competitive dynamics in the US advisory space
You will be measured on your ability to grow revenue across your portfolio, not just maintain it. The bar is high:
• Consistent NRR of 120%+ across your book of business
• Strong renewal rates with minimal churn
• Deep, trusted relationships at the C-suite level that position Unbiased as a strategic partner rather than just a vendor
• Clean, accurate pipeline hygiene and forecasting that leadership can rely on
• Clear account plans across your portfolio, with documented expansion plays and risk mitigation for accounts that need attention
• A proven track record of driving revenue growth within enterprise accounts in the US wealth, RIA, advisor marketing, fintech or advisor technology space, ideally managing relationships worth $250K+ annually and books of business of $2m+
• Strong commercial instincts, with experience negotiating complex contracts and navigating multi-stage sales cycles
• Experience managing C-suite relationships within large RIAs, enterprise wealth firms or broker-dealer networks, with the confidence to challenge thinking and lead high-stakes commercial conversations
• Exceptional organisation and pipeline management. You can hold a large, complex portfolio without things slipping
• A genuine commitment to client outcomes: you go above and beyond and know how to rally internal resources to deliver
• Experience in or working knowledge of advisor lead generation, wealth marketing platforms or fintech products sold into the advisory space is especially valuable
• Comfort operating in a fast-moving, scaling environment where ambiguity is the norm and self-direction is expected
We have a trusted, established brand with real traction in the US market and a consumer intent engine that generates over 10 million annual interactions. You will join at an important moment, as we accelerate our US enterprise presence with dedicated in-market talent and a growing portfolio of strategic accounts.
You will have genuine ownership over your portfolio and results, with the backing of a team that moves quickly, collaborates well and cares about building something substantial in a market with long-term potential.
Our values shape how we operate across every team:
• Be relentless about progress: we move with pace, solve problems and stay focused on what matters
• Own it and get it done: we take responsibility, follow through and make things happen
• Share and seek input: we communicate openly, learn quickly and build together
• Enjoy the journey: we work hard, support each other and celebrate progress along the way
Unbiased is an AI-enabled financial advice platform that connects consumers with trusted financial professionals across retirement planning, wealth management, mortgages, accountancy and more. Our advanced matching models are trained on a rich dataset of user activity, intelligently pairing the right prospective client with the right advisor.
Since 2010, Unbiased has generated over $100 billion in AUM opportunities for advisors, with 65% of prospects new to advice. We reach more than 10 million consumers annually, making us one of the largest and most established sources of intent-driven client demand in the category. We are now investing in our next phase of US growth and building a stronger enterprise commercial presence in-market.
Unbiased is proud to be an equal opportunity employer. We do not discriminate based on race, ethnicity, colour, ancestry, national origin, religion, sex, sexual orientation, gender identity, age, disability, veteran status, genetic information, marital status or any other legally protected status.
