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New Client Manager

M1 Finance

M1 Finance

Sales & Business Development
Chicago, IL, USA · Remote
Posted on Thursday, May 30, 2024

Who we are

M1 helps clients build and protect their wealth, day to day and for the long term. Our self-directed platform allows users to invest, borrow, spend and save in one place, using automation to power each user's unique personal strategy. Hundreds of thousands of clients trust us with over $8 billion in assets. As the Finance Super App™, we empower clients’ financial well-being through automated investing tools, industry-leading APY on high-yield savings accounts, paperwork-free margin loans, low-cost personal loans, and high cash back credit card rewards that can be automatically re-invested into your M1 portfolio.

Our vision is to create a digital private banking experience, making the tools and services of the ultra-wealthy accessible with the click of a button. We've been named a top app for investors including 2023 Best for Low Costs and Best for Sophisticated Investors by Investopedia, 2023 Best Investment App for Portfolio Customization by Insider and one of the best Roth IRAs by Fortune. We have over 60,000 five-star reviews on the Apple App Store and Google Play.

As a fast-growing fintech company, we’re looking for talented and smart individuals who are excited about rethinking what’s possible with personal finance, invested in their personal and professional growth, and eager to take ownership of their work. Our award-winning workplace culture has been recognized by Inc. (Best Workplaces 2022), Built In Chicago (2022 and 2023 Best Places to Work in Chicago), CB Insights (Top Fintech Companies of 2021), and the Chicago Tribune (2021 Top Workplace).

We mean it when we say, “M1 is yours to build.”

M1 is a remote forward organization and at this time is only able to hire in the following states: CO, FL, GA, IL, IN, MN, NJ, NY, PA, TX, UT, VA, OR, WA.

What We’re Looking For

M1 is seeking a highly motivated, client-focused individual with a passion for sales and client acquisition. The New Client Manager (NCM) will be focused on onboarding new clients (via outbound and inbound demo bookings) and driving funding during the first 90 days. Your mandate is to educate clients on M1’s platform and how it can help them achieve long-term financial well-being. As part of this process, you’ll help clients get onboarded and transfer assets to M1. After the initial period, clients will be handed off to a Client Success Manager (CSM) for ongoing support and engagement.

What You’ll Do:

  • Develop an in-depth knowledge of all M1 products and offerings.
  • Build trust and rapport with clients.
  • Make outbound, proactive calls and messages to help existing clients better understand M1’s products and services.
  • Respond to inbound client calls, messages, emails, and demo bookings in a professional and prompt manner (meeting SLAs and CSAT metrics).
  • Market the M1 platform, onboard clients, and familiarize them with our offerings.
  • Drive client satisfaction, asset growth, and product engagement.
  • Ensure a smooth hand off to a Client Success Manager at the 90 day mark.

Day-to-Day Responsibilities:

  • Proactively make a high volume of outbound calls and messages to new clients to familiarize them with M1’s services.
  • Lead one-on-one product walkthroughs with clients.
  • Manage campaigns, including prospecting and calling on new clients.
  • Assist in the planning and ideation of various ongoing client webinars and campaigns.
  • Ensure the CRM system is up to date and activities are accurately documented.
  • Collect qualitative data to better assist product and marketing channels.


  • FINRA licensing (SIE, Series 7, and Series 63 or 66) or ability to obtain within 3 months.
  • 1+ years of experience in sales or client service is preferred.
  • Exceptional communication skills, both written and verbal, with the ability to build rapport, listen effectively, ask probing questions, understand concerns, and take proactive approaches.
  • Client-focused with a passion for speaking to clients, answering queries, and solving complex issues.
  • Ability to take direct, proactive ownership of client needs and projects.
  • Strong work ethic, ability to manage competing priorities, and problem-solving skills.
  • Long-term interest in sales or marketing.
  • Keen interest in personal finance.

Work Hours:

Hours are from 8AM - 5PM CST, with inbound phone availability from 8AM - 3PM CST and a 1-hour lunch break. Work hours could be subject to change.

M1's Commitment to Diversity

M1 is proud to be an equal opportunity employer. We celebrate different experiences and we're committed to diversity, equity, inclusion, and belonging (DEIB) at all levels of the company. Women, minorities, veterans, members of the LGBTQIA+ community, and individuals with disabilities are strongly encouraged to apply. With our DEIB Council and six Employee Resource Groups (AAPI@M1, Black@M1, Mental Health@M1, Pride@M1, SomosM1, and Women@M1), M1 employees and leaders set aside company time to tackle DEIB projects and achieve goals every quarter.

Our Values

Our team embodies our ten core principles and if these principles speak to you – we’d love to talk with you.

  • Mission Driven - We know that financial well-being has a dramatic impact on an individual's quality of life. We are passionate about helping people in this domain.
  • Extreme Ownership - We are responsible for the results to our clients, teammates, and shareholders. We own everything in our domain that affects these results.
  • Boldness - Thinking small is a self-fulfilling prophecy. Thinking big inspire results. We would rather fail at the meaningful than succeed at the trivial.
  • Ruthless Prioritization - We want to do more than we possibly can. We must be disciplined on how to use our precious money, people, and time. That means saying no to a lot of good ideas so we can focus on the most important thing.
  • Integrity - We do the right thing. This trust must never be broken.
  • Effectiveness - We do what's needed to deliver the intended results. Whether that requires disciplined process or scrappy implementation, we find a way.
  • Team Oriented - We work collaboratively to achieve more. We respect, trust, and support one another.
  • Transparency - We use simple and clear communication to share information so that people have the context to make good decisions.
  • Make Forward Progress - Something is better than nothing. We make incremental improvements on our path towards perfection. Crawl, walk, run, and then sprint.
  • Resiliency - We understand that any big goal comes with ambiguity, change, and setbacks. We adapt and keep going.

Our Perks

  • Competitive Pay and Stock Options
  • Comprehensive health, dental, vision, disability, and life insurance
  • Retirement benefit with employer match
  • Unlimited PTO
  • Office in the Loop with a Game Room and Gym
  • Access to employee workshops and training about financial literacy, empathy and mental health, professional development, and more
  • Free subscription to Insight Timer, the world’s #1 meditation app for sleep, stress, and anxiety