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Complex Manager (Houston, TX)

Houston, Texas - United States💼 Full-time🗓 2026-07-09 → 2026-07-31

Core

Manage a team of account managers to develop and maintain relationships with prospective and existing clients to stimulate and manage demand for financial products and services.

Role type

Senior Account Management Manager

Builds

Strategic client relationships and annual business plans for financial products

Domain

Financial Services / Wealth Management

Deliverable

client delivery

Required skills

Relationship management, business plan development, budgeting, performance management, internal marketing coordination, stakeholder engagement

Preferred skills

Strategic account planning, cross-functional collaboration

Technologies

None stated

Responsibilities

Develop and implement relationship management plans for strategic accounts; propose annual business plans and budgets; manage and report on department performance; communicate organizational strategy; motivate team to achieve business goals

Seniority

Senior, hands-on IC with team management

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