Top Senior Level Financial Services Account Manager (AM) Jobs in New York City, NY

Originates, grows, and retains an equity derivatives client franchise serving hedge funds, asset managers, and mutual funds. Provides expertise across listed and OTC options, ETFs, cash equities, swaps, variance products, and light exotics. Develops bespoke funded derivative solutions, delivers product presentations, identifies growth opportunities, and partners across the Equities division. The role requires regulatory registrations, FINRA screening, compliance with risk policies, and up to 10% travel.

Manage and deepen a portfolio of large business clients through deposit acquisition, cash management, credit solutions, client retention, referrals, and relationship growth. Provide tailored financial advice, coordinate treasury and personal banking solutions, support credit opportunities, and ensure strong client experiences. Apply business, finance, credit, and risk-management expertise while adhering to regulatory and control requirements.

Leads a team of 12–15+ national account managers and service associates delivering service to large group-benefits clients. Oversees service quality, productivity, client and broker relationships, escalations, staffing, talent development, budgets, and continuous improvement. Partners cross-functionally on client-services transformation, administrative-platform enhancements, and client-facing technology initiatives while ensuring alignment with service levels, KPIs, and organizational goals.

Build Granted’s healthcare partnership and business development function from the ground up. Source and qualify opportunities across brokers, employers, payers, and TPAs; manage complex sales cycles; close pilot and strategic partnership deals; develop GTM narratives and sales materials; create repeatable CRM, outreach, onboarding, and sales operations processes; and represent the company with external partners while working closely with the CEO, marketing, and product teams.

Lead identification, negotiation, and management of strategic partnerships across the Americas. Drive product and commercial integrations, collaborate cross-functionally (legal, product, ops, sales, marketing), craft deal structures, measure partnership ROI, and scale partner adoption to grow revenue and user base.

Lead and expand relationships with strategic institutional clients, develop and execute account plans, coordinate cross-functional engagement, identify business opportunities, represent the firm at meetings/events, and maintain account data and pipeline in Salesforce to drive adoption of Morningstar DBRS ratings.

Owns strategic partnership opportunities from identification through negotiation, launch, and ongoing management. Develops business cases, evaluates commercial and execution considerations, coordinates cross-functional workstreams, aligns stakeholders, tracks performance, and manages partner relationships. The role also establishes repeatable partnership processes, supports senior leadership recommendations, mentors junior team members, and represents the company externally.

Own strategic affiliate and publisher partnerships across credit cards, home lending, and deposits. Responsibilities include partner management, business development, deal negotiation, performance and ROI tracking, quarterly business reviews, campaign execution, testing, process improvement, and managing a team of Partnership Managers. Requires 3–5 years of affiliate or publisher partnership experience, strong negotiation and analytical skills, platform fluency, and stakeholder management.

Manage a portfolio of strategic merchant accounts, driving revenue, GMV, product adoption, expansion, and customer satisfaction. Lead complex contract negotiations, pricing initiatives, account plans, financing optimization, and executive relationships. Analyze partner performance, recommend growth programs, and coordinate Product, Technical, Credit, Analytics, Marketing, Risk, and Support teams. Serve as a strategic account-management leader and customer advocate across omni-retail.

Provides SBA lending expertise and training to Relationship Managers, supports processing of SBA 7(a) and 504 loans, develops leads through outreach to CDCs, CDAs, government agencies, and customers, and assists with loan preparation, processing, and closing.