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Cross Financial seeks experienced financial advisors with a transferable book of business to transition to a high-payout platform with true client ownership and long-term growth opportunities.

Own lead generation, pipeline development, and revenue growth while managing marketing execution and vendors. Source, nurture, and close clients; run email/ABM campaigns (Mailchimp); manage events, website updates, vendors, budgets, and report on leads, opportunities, and ROI.

The Assistant Account Manager will support business management tasks such as bookkeeping, managing accounts, and preparing financial reports, primarily for clients in the music industry.

The Account Manager will manage financial operations for clients, provide oversight on bookkeeping, coordinate with teams, and prepare financial reports and documentation.