Location: Home-based. With travel to client offices as required
Account Manager
Role purpose
- Drive Dynamic Planner adoption within new and existing clients
- Own the onboarding process and ensure suitable client outcomes in support of strategic initiatives
- Help with the creation of suitable sales and marketing material to promote Dynamic Planner
- Create all required collateral to support onboarding processes
Key responsibilities
- Maintain a high level of call activity. Client engagement is key to role. So, F2F / Webex will need to be utilised for maximum impact
- Take responsibility for the successful onboarding of accounts
- Develop in-depth understanding of regulatory requirements impacting our clients
- Ownership of an agreed panel of existing accounts, driving deeper adoption of Dynamic Planner and its investment solutions
- Proactively look for SQL opportunities in your account panel and engage with Sales Team to convert into licence opportunities / additional services
- Assist in larger client rollout projects, working with the Sales Team and the Project Manager for optimal delivery and adoption
- Utilise the adoption dashboard to monitor progress in moving your panel of accounts along the adoption curve
- Promote best practice solutions internally and externally
- Utilise Salesforce to record account activity and project progress
- Build key relationships with our clients and partners, understanding their regulatory obligations, concerns and requirements
- Engage with clients to understand their business processes
- Align client processes with Dynamic Planner best practice model and identify strategies for closing any gaps
- Identification and recording of FAQs, common solutions and user feedback for review by the Product Design team
- Preparation of documentation/training material to back up the support process and related tasks
- Provide knowledge / experience support
KPIs and measures
- Engaged adviser firms and end client usage
- Collateral created to support the on-boarding of adviser firms plus the Sales & Marketing plans
- The identification of SQL opportunities and assisting in their conversion to additional licence/services
- Grow the adoption of Dynamic Planner within your panel of agreed accounts
Competencies
Skills
- Self-motivated with a focus on client engagement via F2F / Webex meetings
- Strong communication / influencing skills
- Ability to liaise with clients and partners to understand their business and how our product supports their activities
- Ability to influence key decision makers
- Ability to manage client expectations
- Self-motivated with an exceptional focus on delivery
- Ability to manage multiple clients and track / report on status / development
- Ability to organise resources to deliver on adoption requirements
- Exceptional presentation skills through multiple mediums
- Client relationship management
- Analysis skills
- Time management
Knowledge
- First-hand experience of Wealth Management / Financial Planning gained through involvement in an associated business (Adviser, Business/service manager, relationship manager)
- Completion/working towards the Diploma in Financial Services or equivalent
- Track record of key account engagement and influencing at all organisational levels
- Managed the rollout and adoption of software solutions across organisations – preferred but not essential
- Knowledge and understanding of financial planning tools, front office and back office systems
- A working knowledge of regulatory matters that impact adviser firms and Dynamic Planner solutions
- A track record of creating on-boarding collateral and managing adoption campaigns
I love coming into work every day at Dynamic Planner. I feel valued as an individual and enjoy great relationships with really talented people right across the organisation.
Glenn Bryant
Content and Communications Executive
I never feel like a number on a spreadsheet. And I love being able to work flexibly. I start my day at 8am. I’m a morning person. That really suits me.

Claire Bull
Product Owner
Life at Dynamic Planner



