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Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Collaborate Across Teams - Partner with delivery, solutions, marketing, business development, and pre-sales teams to position Sikich as a trusted advisor and drive successful outcomes.

Sikich LLP

Senior Account Executive - LegalTech

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Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors - our North Star. Final compensation determinations are made based on a variety of factors, including, but not limited to, the candidate's individual experience, education, and skill level; business strategic priorities; primary office location; scope and anticipated strategic impact of the role.

YEAR

Welltower Inc

Corporate Paralegal

This will include building the playbook we'll use to scale our client support organization, tagging and tracking client issues to identify trends, reporting on metrics used to efficiently run our business, and developing and maintaining internal and external client support materials, from email templates to phone scripts to client-facing FAQs. Client questions will range from providing straightforward answers about our products to solving in-depth issues that require a deep understanding of both our product and client circumstances - you can get a sense of the issues our clients ask about on our online Help Center FAQs.

Flourish Cash

Client Support Representative

ADAPTED_NOW

The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele. Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders.

iCapital

Alternative Distribution Relationship Manager - Vice President

Ivy Exec

Alternative Distribution Relationship Manager, Vice President

NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Clients Blackbox

Growth Marketing Lead

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You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Meta Ads Strategist

Acquisition Marketing Lead

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On the marketing side, you will own and operate our internal Meta advertising campaigns, develop and execute our broader marketing strategy including content, brand positioning, and demand generation, elevate the company brand to attract larger and more established clients, and create or direct the creation of marketing assets such as ads, landing pages, case studies, and social content. On the sales side, you will take all introductory and discovery calls with inbound prospects, run strategy and pitch presentations, manage the full pipeline from first touch to close, handle objections, follow ups, proposals, and contract negotiations, and build and maintain a sales playbook, objection library, and follow up sequences.

Investment Advisor Jobs in the United States

Senior Account Executive - LegalTech Sikich LLP

Corporate Paralegal Welltower Inc

Client Support Representative Flourish Cash

Alternative Distribution Relationship Manager - Vice President iCapital

Alternative Distribution Relationship Manager, Vice President iCapital

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