Range
Account Manager
McLean, VA +1 · On-site · Manager · Full-time · Posted Oct 2, 2026
- Location
- McLean, VA
New York City - Experience
- 1-3 years in sales, business development, or a client-facing role.
About the job
Engages and qualifies prospective clients, manages leads and sales pipeline, and schedules meetings to grow Range’s wealth management client base.
What you'll do
- Respond to inbound inquiries, qualify prospects, and schedule meetings with the sales team.
- Follow up with warm leads and maintain accurate interaction records in Salesforce and Outreach.
- Track sales performance and collaborate with Sales and Marketing on lead quality and outreach strategies.
What they ask for
- Strong communication and interpersonal skills.
- Organization, time management, and attention to detail.
- Proactive, results-driven approach and ability to work independently.
Nice to have
- Experience using Salesforce and Outreach.
- Interest in financial services or wealth management; SIE, Series 7, Series 65, Series 66, CFP, or similar designation preferred.
Tools
Salesforce, Outreach
Model-written summary · the original posting is authoritative