1 день назад
Sr Strategic Account Manager (Financial Services)
140 000 - 160 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr Strategic Account Manager (Financial Services): Managing strategic relationships with major broker-dealer, RIA aggregator, custodian, and fintech or wealthtech partners with an accent on business planning, product placement, sales, and partnership negotiations. Focus on leading client-firm strategy, aligning internal stakeholders with client priorities, and solving complex partnership challenges across the financial services industry.
Location: New York, New York, United States; hybrid schedule with at least four full days each week in an office
Salary: $140,000–$160,000 base per year, plus incentive pay
Company
is a global investment management firm providing investment strategies and vehicles to clients worldwide.
What you will do
- Manage relationships with major client partners, including independent broker-dealers, RIA aggregators, custodians, and fintech or wealthtech firms.
- Lead client-firm strategy development and business plan activation to achieve partnership sales objectives.
- Market and sell products to external clients and the internal sales force.
- Identify product placement opportunities to expand ’s brand recognition and market share.
- Coordinate the WMP Team of Teams pod around CFO and client priorities.
- Maintain relationships with key stakeholders across and manage projects from beginning to end with limited guidance.
Requirements
- Experience and expertise in the financial services industry, ideally in a strategic account role.
- Strong verbal, written, presentation, interpersonal, sales, and negotiation skills.
- Ability to solve complex problems using independent judgment.
- Experience managing complex partnerships and maintaining industry relationships.
- Ability to work effectively as an active team participant with a team-of-teams mindset.
- Ability to work from the New York office at least four full days per week under the current workplace model.
Culture & Benefits
- Flexible paid time off.
- Hybrid workplace model with regular office attendance.
- 401(k) matching of 100% up to the first 6% with a discretionary supplemental contribution.
- Health and wellbeing benefits.
- Parental leave benefits.
- Employee stock purchase plan.
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