Strategic Account Associate
Core
Support strategic licensee and firm relationships by managing daily account operations, coordinating cross-functional responses, and ensuring delivery commitments are met.
Role type
Strategic Account Associate (Financial Services)
Builds
Operational rhythm for strategic partnerships and client engagement
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Account management, financial services product knowledge, stakeholder coordination, risk and compliance awareness, new solution adoption support, AI tool usage
Preferred skills
Experience with larger AFSL groups, knowledge of Australian advice industry dynamics
Technologies
Co-Pilot (Chat GPT, Claude)
Responsibilities
Support and follow through on inbound requests from internal and external stakeholders; Prepare and follow up outstanding actions from meetings; Support and attend key partnership meetings with Executive level stakeholders; Coordinate PD Day participation and conference attendance
Seniority
Individual Contributor