Strategic Account Manager, New York
Core
Own and grow relationships with leading financial institutions, protecting and expanding mission-critical accounts across banking, capital markets, and wealth/asset management.
Role type
Senior Strategic Account Manager (Financial Services)
Builds
Strategic account growth, new Statement of Work (SOW) conversions, and cross-sell/upsell initiatives within complex enterprise environments.
Domain
Financial Services (Banking, Capital Markets, Wealth/Asset Management) + Enterprise B2B Tech
Deliverable
client delivery
Required skills
Strategic account management, enterprise procurement navigation, executive-level communication, solution shaping, contract negotiation, pipeline creation, cross-functional collaboration with engineering/product
Preferred skills
Consulting-grade professionalism, strategic thinking with tactical execution, tech-literate operations, independent ownership
Technologies
None explicitly stated
Responsibilities
Protect and grow flagship financial services accounts, identify whitespace opportunities and convert them into new SOWs, navigate enterprise procurement and risk reviews, represent the firm to senior executives and technical leadership, drive expansion and cross-sell within complex financial institutions
Seniority
Senior, independent owner with minimal oversight