What are the responsibilities and job description for the FINANCIAL CONSULTANT – ACCOUNT MANAGER position at Ryan & Wetmore, PC?
ABOUT THE ROLE
Ryan & Wetmore, PC is seeking a Financial Consultant – Account Manager for our offices in Bethesda, MD; Vienna, VA; and Frederick, MD. In this role, you will manage a defined book of business, serve as a strategic advisor to clients, and lead internal service teams to ensure high‑quality execution of financial consulting and benefits‑related services. You will oversee day‑to‑day client needs, conduct strategic assessments, support cost‑savings initiatives, and contribute to the growth of the firm's consulting practice.
WHO YOU ARE
You are self‑motivated, disciplined, and detail‑oriented. You possess strong organizational, communication, and leadership skills, allowing you to manage complex accounts and deliver high‑level client service. You excel in strategic conversations, enjoy building long‑term client relationships, and thrive in a fast‑paced, dynamic environment. You are technologically capable, comfortable with databases and quoting tools, and committed to continuous learning—qualities aligned with the expectations outlined in the current Finance Consultant role.
WHO WE ARE
For over 30 years, Ryan & Wetmore has provided accounting, tax, audit, and consulting services to clients across diverse industries. We are a member of the BDO Alliance, enabling us to combine the resources of a national association with the personalized service of a client‑centric firm. Our consulting team partners with clients to provide financial guidance, operational insights, and long‑term strategic support, as demonstrated in our current Finance Consultant responsibilities.
POSITION TASKS
Client Relationship & Account Management
- Manage and maintain an assigned book of business, ensuring consistent, proactive communication and strategic oversight.
- Serve as the primary advisor for clients on financial, benefits, and operational matters.
- Manage day‑to‑day client inquiries, resolving issues promptly and professionally.
- Build and strengthen relationships through ongoing outreach, education, and tailored service delivery.
- Conduct client needs analyses and strategy calls to identify risks, opportunities, and evolving requirements.
Strategic Advisory & Service Delivery
- Advise clients on cost‑saving opportunities while maintaining competitive benefits options.
- Assist clients with required tax‑related payments, filings, or compliance support.
- Lead enrollment meetings and participate in client presentations as needed.
- Communicate industry trends, emerging needs, and regulatory changes to clients, consistent with the advisory expectations in the Finance Consultant role.
- Provide high‑quality financial analysis and written reports to support strategic decision‑making, in keeping with existing Finance Consultant work products.
Internal Leadership & Collaboration
- Delegate tasks and manage workflow for internal service team members, ensuring accurate and timely deliverables.
- Provide leadership within the extended service team by supporting training, collaboration, and process efficiency.
- Manage complex accounts and ensure exceptional service delivery across all engagements.
- Support firm initiatives by participating in marketing events and representing the firm in a professional manner.
Business Development & Growth
- Identify and pursue cross‑sell opportunities to expand client service offerings.
- Assist in the growth of the consulting practice through relationship expansion and market insights.
- Contribute to firm projects and new service development, aligned with the Finance Consultant’s responsibility to explore new ways to add value.
POSITION REQUIREMENTS
Qualifications
- Bachelor’s Degree preferred.
- Self‑motivated, disciplined, and able to operate with minimal supervision.
- Strong written and verbal communication skills.
- Highly organized and attentive to detail.
- Demonstrated leadership capabilities and comfort working at a strategic advisory level.
- Ability to thrive in a fast‑paced, client‑focused environment.
Technical Skills
- Strong technological capabilities, including proficiency with databases and financial systems.
- Familiarity with quoting tools and processes (preferred).
- Proficiency in Microsoft Office Suite, consistent with expectations in the Finance Consultant role.
COMPENSATION & BENEFITS
Compensation is competitive and commensurate with experience. Benefits include:
- Health, Dental, and Vision Insurance
- Paid Time Off and Holidays
- 401(k) with employer contribution
- Professional development and continuing education opportunities
- Flexible work options
- Participation in firmwide programs and events