Clay J

I’m seeking Account Management or Compliance Officer roles where I can apply 20+ years of sales, client relationship management, compliance, and process-improvement experience. I’m interested in building client partnerships, managing portfolios, improving retention and onboarding, reducing risk, and delivering strong customer outcomes in a remote or flexible environment. I've spent 15+ years building and protecting client relationships in regulated, high-stakes financial environments, guiding customers from onboarding through renewal and account growth. At Pineapple Financial, I serve as the primary relationship manager for 100+ client accounts, translating complex compliance and documentation requirements into clear next steps while monitoring account health, pipeline progress, and renewal opportunities. Previously, I managed 80+ client accounts at Matrix Mortgage Global, building retention through proactive account reviews, timely outreach, and dependable follow-through. As Principal Broker and Compliance Officer at VKT Financial, I handled sensitive escalations, assessed complex client risk, and coached teams on regulations, documentation, and client communication. I bring CRM discipline, cross-functional coordination, and a customer-first approach to helping clients navigate high-stakes decisions with confidence.