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

Lead enterprise sales and strategic account management to grow adoption of Scratch Checkout and new initiatives. Own full sales cycle, deepen adoption across large Scratch Pay partners, manage executive relationships, run ROI-driven business reviews, commercialize new products (e.g., Rebates), and coordinate cross-functional implementations and go-to-market activities.

Manages commercial real estate tenant-representation transactions from market research and financial analysis through due diligence, negotiations, and lease execution. Prepares financial models, cash flow projections, valuation analyses, and market insights; coordinates documents and stakeholders; tracks deal pipelines in CRM systems; and supports brokers in client meetings, property tours, and negotiations. Builds relationships with clients, prospects, brokers, and internal teams while ensuring timely, accurate transaction delivery.

Leads Fundwell’s partnership strategy and revenue growth across affiliate, referral, channel, lead-generation, and integrated partnerships. Sources, negotiates, launches, and expands relationships with banks, lenders, fintech platforms, and ecosystem partners. Owns commercial models, contracts, partner onboarding, go-to-market plans, forecasting, performance tracking, and executive business reviews while collaborating across Sales, Marketing, Product, and Client Success.

Manage and grow a portfolio of high-net-worth clients through relationship management, business development, investment and wealth advisory, and event engagement. Drive profitability, ensure compliance, collaborate internally to deliver seamless service, and achieve revenue goals while controlling expenses.

Own and grow strategic sell-side banking accounts across North America, driving expansion revenue and managing the full enterprise sales cycle. Build senior relationships, identify client needs, deliver presentations and workshops, navigate complex stakeholders, and close SaaS contracts. The role requires deep capital markets expertise, strong key-account management, enterprise software sales experience, structured sales methodology expertise, and a proven record of meeting or exceeding quota.

Manage strategic enterprise customer accounts, drive platform adoption, oversee contract renewals, and consult sellers on international sales tax compliance. Collaborate with finance, customer solutions, operations, activation, and leadership teams to improve billing, expansion, renewal, and customer experiences. The role requires SaaS account management or closing experience, technical selling skills, strong sales performance, and familiarity with Gong, Outreach, Salesforce, and AI tools.

Develop and manage institutional asset-owner relationships across the West Coast, driving fundraising for public and private-market investment strategies. Tailor solutions to client objectives, collaborate with consultant relations, marketing, product specialists, and portfolio managers, and support fund marketing initiatives. The role requires strong institutional sales expertise, investment-market knowledge, communication and organizational skills, travel as needed, FINRA Series 7 and 63 licenses, and mentorship of junior professionals.

Drive Global Payments and Trade revenue by acquiring and expanding client relationships. Analyze client needs across cash management, payments, and trade; recommend solutions; manage internal stakeholders; lead business process reviews; inform product development; resolve complex client challenges; and provide industry thought leadership through events, conferences, webinars, and client engagements.

Leads strategic retention, upsell, and cross-sell initiatives for key U.S. clients. Owns executive and operational relationships, develops client strategies and value propositions, coordinates global teams across jurisdictions, and expands client engagement. The role requires expertise in alternative investment management, particularly private equity and venture capital, while tracking financial performance, profitability, and key performance indicators.

Manages and grows a commercial banking portfolio by acquiring and retaining business clients, structuring credit and cash-management solutions, assessing risk, and driving loans, deposits, and fee growth. Builds trusted client and referral relationships, develops sales strategies, negotiates terms, supports credit decisions, and collaborates across bank teams. Provides expert market and industry guidance, leads complex relationships, manages regulatory and operational risk, and mentors colleagues. Occasional domestic travel is required.