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Account Manager

Job in Melville, Suffolk County, New York, 11775, USA
Listing for: Riverhead Financial Partners
Full Time position
Listed on 2026-09-23
Job specializations:
  • Sales
    Account Manager, Client Relationship Management
Job Description & How to Apply Below
## About the Role Riverhead Financial Partners is seeking experienced, high-performing sales professionals to join our team as
** Account Managers**.The Account Manager is a
** producing leadership role
** responsible for managing, training, and developing a team of Junior Sales Advisors while continuing to originate and close transactions independently.

As an Account Manager, you’ll oversee your team’s day-to-day sales performance, provide hands-on coaching, assist with deal strategy and execution, and ensure your advisors build and maintain strong relationships with their existing client accounts.

This role extends beyond closing transactions. Account Managers are responsible for developing a
** relationship-driven team
** that stays engaged with clients after funding, identifies future financing needs, and builds a portfolio of long-term relationships that generates repeat business.

Account Managers earn commission on
** both their personally funded transactions and qualifying transactions funded by the Junior Sales Advisors on their team**, creating an opportunity to build income through both individual production and team performance.## What You’ll Do
* Lead and manage a team of Junior Sales Advisors
* Train new advisors on Riverhead’s products, processes, technology, and sales methodology
* Provide ongoing coaching, mentorship, and performance feedback
* Monitor individual and team pipelines, activity, conversion, and production
* Conduct regular pipeline reviews and identify opportunities requiring additional attention
* Help Junior Sales Advisors evaluate opportunities and structure appropriate financing solutions
* Assist team members with complex transactions, negotiations, objections, and closing strategies
* Establish performance expectations and hold team members accountable to their goals
* ** Ensure Junior Sales Advisors maintain and strengthen relationships with existing client accounts after funding**
* ** Oversee client retention efforts across your team and ensure advisors remain engaged with their portfolio of existing accounts**
* ** Coach advisors on identifying repeat financing opportunities and developing long-term client relationships**
* ** Monitor existing accounts to help ensure clients receive consistent communication, service, and follow-up
*** Originate, structure, and close your own commercial financing transactions
* Maintain and grow your own portfolio of client relationships
* Collaborate with leadership, operations, and financing partners to move transactions efficiently through the funding process
* Help develop sales strategies, processes, scripts, and best practices
* Foster a competitive, collaborative, and professional team environment## What We’re Looking For Account Managers are expected to demonstrate both
** strong individual production and the ability to lead and develop others**.Successful candidates typically demonstrate:
* Proven success in sales, business development, commercial finance, or another performance-driven environment
* Strong leadership and team management capabilities
* The ability to coach, motivate, and develop sales professionals
* Excellent verbal and written communication skills
* Confidence working directly with business owners and decision-makers
* Strong negotiation and closing abilities
* The ability to evaluate opportunities and think strategically about deal structure
* Strong pipeline and account management skills
* An understanding of the importance of client retention and long-term relationship development
* Comfort using CRM systems, sales technology, and performance data
* A high level of accountability and personal ownership
* The ability to lead by example through personal production
* A competitive mindset balanced by a team-first…
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