National Accounts Associate (Financial Services)

Location: New York City or Philadelphia, with at least 3 days per week in the office in a hybrid work environment.

Salary: $90,000–$153,000 base pay, plus annual bonus or commission, equity, and benefits.

Company

A global financial services company operating market infrastructure and technology platforms for financial markets and industry partners.

What you will do

• Support national account relationships by coordinating client meetings, due diligence discussions, and follow-up activities.
• Assist account executives throughout the sales cycle, from initial outreach through implementation.
• Coordinate with Sales, Marketing, Product, Operations, and Client Success teams to address partner inquiries and support platform initiatives.
• Track partnership activity, advisor adoption, pipeline metrics, and platform utilization to support strategic decisions.
• Plan and execute industry conferences and partner events, including attendee coordination and post-event follow-up.

Requirements

• Bachelor’s degree in business, finance, marketing, or a related field.
• At least 3 years of experience in account management, sales support, or a related client-facing role.
• Strong organizational and communication skills, with the ability to manage multiple priorities.
• Experience maintaining records and tracking activity in a CRM platform such as Salesforce.
• Ability to create clear presentations and reports for internal leadership and external clients.
• Ability to work from New York City or Philadelphia and attend the office at least 3 days per week.

Nice to have

• Experience in financial services, fintech, or platform-based businesses.
• Familiarity with enterprise sales processes or distribution partnerships.
• Experience coordinating across cross-functional teams and multiple stakeholders.

Culture & Benefits

• Hybrid home and office schedule with paid time off, paid parental leave, and bereavement leave.
• 401(k) program with a 6% employer match and employee stock purchase program with a 15% discount.
• Medical, dental, and vision coverage, health spending account contributions, and disability insurance.
• Education assistance, professional development opportunities, and job skills training.
• Employee resource groups, volunteer days, community gift matching, and wellness benefits.