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

Manage and expand relationships with high-net-worth clients by advising on financial needs, driving inflows across credit, AUM and deposits, leading complex credit deals, coordinating client teams to deliver a branded experience, and building internal and external referral networks. May originate residential mortgages (SAFE Act requirements).

Originates and manages institutional relationships to grow OTC, derivatives and liquidity businesses. Develops regional BD strategies, partners with trading/product/operations to commercialize offerings, gathers market intelligence, optimizes CRM and pipelines, and identifies strategic partnerships and expansion opportunities across digital asset markets.

The Sr. Relationship Manager manages commercial banking relationships, offering customized financial solutions and strategies to meet clients' needs while driving growth and developing new business opportunities.

The Enterprise Account Director will manage the Information Services segment, develop growth strategies, maintain client relationships, and oversee revenue growth through effective client engagement and team collaboration.

Serve as primary external contact for top-tier employee benefits distribution partners, managing strategic partnerships, resolving issues, leading RFIs, negotiating agreements, coordinating internal stakeholders, and driving mutually beneficial outcomes to support sales and partnership growth.

Act as a consultative client executive for investment management asset servicing clients, drive account retention and growth, identify new business opportunities, manage relationship strategy and reporting, and conduct regular client check-ins to ensure satisfaction and strategic alignment.

Lead regional client relationships for Goldman Sachs Ayco, grow utilization of employee financial planning services, cultivate senior HR partnerships, identify revenue opportunities, coordinate internal resources, set success metrics, and resolve service escalations.

This role involves managing and expanding institutional client relationships in credit derivatives, originating and executing transactions, and collaborating with trading and structuring teams while contributing to business growth and strategy.

The Senior Account Manager drives product conversations and placements for investments, while managing client relationships and seeking co-product opportunities.

Manage and grow relationships with franchise partners, driving revenue and achieving quotas through strategic relationship development and collaboration across teams.