National Accounts Manager (Fintech)

Location: Must be based in New York, NY, United States

Salary: $150,000 - $225,000

Company

A leading global investment banking, securities, and investment management firm headquartered in New York.

What you will do

• Serve as the primary point of contact for the largest institutional relationships to drive platform adoption and deepen wallet share.
• Support prospecting, legal contracting, and the onboarding process for institutional clients and custodians.
• Collaborate with business leadership on planning, forecasting, and analytics for the sales team.
• Develop and distribute client-facing presentations and marketing collateral.
• Manage vendor due diligence processes and organize logistics for industry events.
• Execute ad hoc business management projects and produce client-level reporting.

Requirements

• 3-5 years of experience in financial services, specifically in client-facing roles.
• Bachelor's degree.
• Proficiency in analytical and reporting tools, including Excel and Salesforce.
• Strong project management skills and an entrepreneurial, self-starter mindset.
• Location: Must be based in New York, NY.

Nice to have

• Understanding of the advisor marketplace.
• Previous experience in private banking.

Culture & Benefits

• Commitment to diversity, inclusion, and professional growth through firmwide networks.
• Comprehensive benefits, wellness offerings, and personal finance programs.
• Training and development opportunities to advance professionally and personally.
• Inclusive workplace culture that values diverse backgrounds and perspectives.