CareerPlan

MD, Financial Services Coverage

New York, New YorkFull-time$176306k2026-10-14 → 2026-10-21
Hybrid · United States

Core

Shape long-term strategy for key accounts in financial services, build executive relationships, and drive revenue growth through strategic partnerships and thought leadership.

Role type

Senior Director / Managing Director, Strategic Account Management

Builds

Strategic partnerships and comprehensive solutions for key financial services clients

Domain

Financial Services / Strategic Account Management

Deliverable

client delivery

Required skills

Strategic account planning, executive relationship management, revenue growth strategy, market trend analysis, negotiation, data analytics, AI-enabled tools fluency, cross-functional collaboration

Preferred skills

Leading high-visibility business areas, instituting innovative methodologies, risk management, consensus building

Technologies

CRM, AI-enabled tools, data analytics platforms

Responsibilities

Shape long-term strategy for key accounts, identify new business opportunities, build executive-level relationships, lead negotiations and contract discussions, monitor customer strategies and growth priorities, provide financial and operational assessments of customer relationships, partner with multidisciplinary teams, develop industry-specific knowledge and thought leadership

Seniority

Senior, hands-on IC with strategic oversight