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Wayflyer
Broker Account Manager
Career Insights for Brokerage Clerk
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Scorecard
Based on North Carolina data
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What they do
A Brokerage Clerk works on behalf of clients at a stock exchange. Delivers orders to securities brokers, checks final orders and keeps a record of transactions; delivers securities, distributes dividends and provides tax calculations for clients.
$97,691 / year median in North Carolina
+5% projected growth
Job Description
Broker Account Manager Location Charlotte, North Carolina Employment Type Full time Location Type Hybrid Department Revenue Customer Success Overview Application About Wayflyer Today's small businesses need a capital provider that keeps pace with their growth ambitions. Traditional financing options are slow, cumbersome and often out of reach. That's why we built Wayflyer. Our technology allows us to assess businesses in minutes, generate financing offers that reflect their growth potential and send funds in as little as 24 hours. To date, we've deployed over $6bn to thousands of businesses worldwide, backed by Tier 1 banks like J.P. Morgan. You'll be collaborating with ambitious colleagues from around the world. We have offices in Dublin, London, New York, Charlotte, Berlin and Sydney. The challenge Thousands of businesses we've already funded are now scaling fast enough to need more capital, more often
- and the way we manage that relationship determines whether they grow with us or drift toward someone else. We've deployed over $6bn to growing businesses globally, and that portfolio is only getting bigger. The opportunity in front of us is significant, and we need people who can capitalise on it. What you'll actually do This is a broker-first sales & relationship management role
- you'll work daily with external brokerages to turn funded customers into repeat, subsequent deals, while managing the direct customer relationship in parallel. Own a portfolio of existing customers end to end
- upsells, renewals, and the harder conversations around churn. Build and maintain strong working relationships with our brokerage partners
- understand their book of business, be their go-to at Wayflyer, and work with them to get repeat customers back in for their next deal. Maintain an exceptional customer experience, leading with empathy and putting customers' needs first as they navigate financial underwriting and renewals. Get fluent in each customers numbers
- cash flow, sales cycles, marketing spend, underwriting outcomes
- enough to have a real opinion on what they need next, not just what they're asking for.
- moving into one of our newer verticals, or into senior roles and then team leadership as we scale.
- you've usually already spotted it. You're energised by ambiguity, not paralysed by it. You build rapport fast
- with brokers and customers
- you know that in this business, the strength of both relationships is what gets money in the door. You're comfortable navigating the US broker market and managing relationships across multiple brokerage firms simultaneously
- this is a core part of the role, not a nice-to-have.
- because you should own a piece of what you're building.