Strategic Account Manager
Core
Strategic liaison and relationship lead for a group of brokerage clients, driving asset growth, operational efficiency, and profitability through consultative solutions and cross-selling.
Role type
Senior Strategic Account Manager (Capital Markets)
Builds
Long-term mutual value and growth for FCC clients
Domain
Financial Services / Capital Markets / Wealth Management
Deliverable
client delivery
Required skills
C-suite relationship management, capital markets business knowledge, data analysis, consultative selling, project management, retention strategy, cross-functional collaboration
Preferred skills
Brokerage operations knowledge, retail and institutional broker market experience, Portfolio Manager space experience, Canadian Securities Course (CFA)
Technologies
None explicitly listed
Responsibilities
Lead contact for assigned clients at the C-Suite level; Develop and execute account management plans; Provide proactive consultation to uncover asset growth opportunities; Collaborate with Sales Team to coordinate sales processes; Analyze data to initiate strategic business conversations; Manage resolution of larger service issues or escalations; Mobilize multi-functional teams to support strategic clients.
Seniority
Senior, hands-on IC