New Client Manager

| Chicago, IL, USA | Remote | Hybrid
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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. 

Qualifications: 

  • 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 
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Technology we use

  • Engineering
  • Product
  • People Operations
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • ScalaLanguages
    • SqlLanguages
    • SwiftLanguages
    • ReactLibraries
    • Node.jsFrameworks
    • AWS (Amazon Web Services)Services
    • TableauAnalytics
    • FigmaDesign
    • MiroDesign
    • AsanaManagement
    • ConfluenceManagement
    • SlackCollaboration
    • ZoomCollaboration

Location

The M1 office is centrally located in Chicago's Loop, with easy access to public transportation and plenty of bars and restaurants nearby.

An Insider's view of M1

What are some social events your company does?

Different ERGs and departments host monthly Happy Hours in-office and virtually. We heard from a panel of black start-up founders during Black History Month and had a drag queen come host Trivia for Pride. M1 makes sure to plan events that appeal to different interests throughout the year.

Loukas

Client Success Operations Associate

What does your typical day look like?

Most days start with team standup, followed by a mix of focused coding time, cross-functional meetings with Design or Backend teams, and pairing with other engineers. There's always an exciting problem to tackle!

Monica

Senior Software Engineer

How does the company support your career growth?

We are growing in everything that we do as a company which means growth opportunities for our team members. We encourage growth by offering challenging assignments and opportunities for advancement. We support them by providing opportunities for learning and development, fostering an entrepreneurial spirit, and cultivating a culture of feedback.

Haley

Director of People Development & DEIB

How do you empower your team to be more creative?

M1 has a very deliberate culture of transparency that enables all teams - not just engineers - to have a deep understanding of how our work furthers M1's overall mission. This shared alignment and access to the bigger picture fosters the type of collaboration across teams that makes highly creative and effective problem solving possible.

Simon

VP of Platform Engineering

How has your career grown since starting at the company?

I've had many opportunities to improve my skills, learn from others' expertise, and take on new challenges at M1. I'm way more capable and confident than I was when I got here.

Tori

Copywriter

What are M1 Perks + Benefits

M1 Benefits Overview

A great product is the result of a talented team and strong work culture. At M1, our philosophy is to hire unbelievably intelligent, motivated, high-integrity individuals and promote an environment that enables their best work. Our company’s culture reflects what creative, intelligent people value in their careers: meaningful and interesting work, a fun environment, and financially rewarding opportunities.

Find out more about our culture: https://m1.com/life-at-m1/

Culture
Volunteer in local community
M1 sponsors volunteer opportunities in the Chicago community each quarter, which allows us to give back, bond as a team, and spend time doing things that are important to the employees of M1.
Partners with nonprofits
M1 partners with nonprofits such as Howard Brown Health and Junior Achievement.
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee resource groups
Hybrid work model
Flexible work schedule
Remote work program
M1 requires those that live in the area to be in the office on Wednesdays. The intent is to get the many benefits of in person work while maintaining significant flexibility the other 4 days.
Diversity
Mandated unconscious bias training
M1 offers unconscious bias, harassment, and interview training for all employees
Diversity manifesto
Diversity employee resource groups
M1 has three task forces for Internal Education, Community Involvement, and Diverse Hiring, and five employee resource groups: Mental Health at M1, Pride at M1, Black at M1, SomosM1, and Women at M1.
Hiring practices that promote diversity
M1 tracks diversity on a bi-annual basis and reports on diverse hiring metrics to leadership and the M1 board.
Health Insurance + Wellness
Disability insurance
M1 covers this at 100%
Dental insurance
Vision insurance
Health insurance
Life insurance
M1 covers this at 100%
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Charitable contribution matching
Our CEO personally matches employee's charitable contributions
Child Care & Parental Leave
Generous parental leave
We provide up to 16 weeks of parental leave for the primary caretaker. M1 also provides 6 weeks of leave for the secondary caretaker.
Family medical leave
Return-to-work program post parental leave
Vacation + Time Off
Unlimited vacation policy
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Company-sponsored happy hours
Recreational clubs
Home-office stipend for remote employees
M1 allows employees to reimburse up to $500 for home office equipment for all employees.
Mother's room
Onsite gym
Professional Development
Job training & conferences
Tuition reimbursement
$1,000 annual learning and development stipend.
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
M1 offers employees a learning and development stipend per calendar year to support continued learning and career growth.
Continuing education available during work hours
Paid industry certifications

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