Account Manager Lead, Client Success (CSM)
Core
Build trusted relationships with financial services clients across trading and asset services to help them achieve strong outcomes from their FIS relationship.
Role type
Senior Account Manager Lead, Client Success
Builds
Strategic client relationships and engagement plans for trading, investment operations, and asset services clients
Domain
Financial Services / Capital Markets
Deliverable
client delivery
Required skills
client success, account management, relationship management, capital markets expertise, trading and asset services knowledge, stakeholder engagement, commercial acumen, opportunity identification, account planning, negotiation, value-based client conversations
Preferred skills
trade lifecycle knowledge, post-trade processing, securities operations, custody, asset servicing, experience with asset managers/banks/broker-dealers, technology-enabled transformation understanding, matrixed environment partnership
Technologies
trading workflows, investment operations, asset servicing, data, financial technology