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

Grow the XRP Ledger ecosystem by sourcing founders, investors, accelerators, corporates, and strategic partners. Own ecosystem strategy, relationships, deal origination, evaluation, structuring, and closing across grants, partnerships, and investments. Shape market positioning, identify adoption opportunities, influence product direction, and support partners through launch. The role focuses on fintech, payments, crypto, emerging markets, and Latin America, requiring strong industry networks and expertise across blockchain and traditional financial services.

Manages and expands high-net-worth client relationships by identifying new business opportunities across credit, investments, and deposits. Leads complex credit opportunities, grows balances and revenue, coordinates client-team activities, promotes digital capabilities, and builds internal, external, and referral-partner relationships. The role also mentors other Private Client Managers and may originate residential mortgage loans, requiring SAFE Act registration.

Vice President, Global Subsidiary Coverage supports transaction banking sales for U.S. subsidiaries of multinational companies. The role develops client relationships, originates cash management, liquidity, trade finance, foreign exchange, and working-capital opportunities, coordinates with global coverage and product teams, manages account plans and pipelines, supports proposals and implementations, and maintains governance documentation. The position requires extensive transaction banking experience, strong commercial and relationship-management skills, and domestic and international travel.

Manages strategic enterprise accounts by retaining clients, driving renewals and expansion sales, increasing solution adoption, and generating revenue growth. Builds executive relationships, develops account plans, leads via influence, monitors satisfaction, and serves as a trusted advisor. The role requires expertise in benefits administration, SaaS, strategic selling, proposal management, and complex client communication. This is a fully remote U.S.-based position with base salary plus variable compensation.

Own client acquisition and net new money growth across the Northeast. Attract, onboard, and manage HNW and UHNW clients while delivering holistic wealth management solutions across investments, fiduciary services, credit, and banking. Build referral networks, coordinate internal specialists, advise clients on complex needs, and maintain regulatory and fiduciary standards. Extensive travel is required to strengthen relationships, meet prospects, and generate new business.

Own strategic partnerships with leading consulting and advisory firms, building executive relationships, negotiating agreements, developing joint go-to-market plans, and coordinating cross-functional execution. Establish partnership theses, relationship maps, account plans, thought leadership, executive events, and shared client outcomes. The role requires building a partnership function from the ground up, managing complex stakeholders, and traveling approximately 25%.

Develops and executes Treasury Management sales strategies for existing, new, and prospective commercial clients. Drives revenue and sales goals through networking, client needs analysis, product proposals, working capital analysis, and partnership with Relationship Managers. Provides treasury product demonstrations and training, supports onboarding, manages analyst workloads, tracks implementation timelines, and prepares reports for management. Requires strong knowledge of treasury products, pricing, payment and receivable processes, and cash flow analysis.

Supports relationship managers serving institutional clients, especially financial sponsors, through client coverage, business development, financial and credit analysis, market research, pitches, transaction execution, risk approvals, and cross-functional coordination. The role analyzes client relationships and sponsor portfolios, identifies cross-selling opportunities, prepares proposals and committee materials, monitors market activity, and supports global transactions across banking, markets, and transaction banking products.

Develops and maintains relationships with financial advisors and RIA enterprise clients, distributes active, passive, and alternative investment solutions, and delivers DWS’s value proposition to achieve sales targets. The role leverages internal specialists and client referrals to deepen relationships and expand business across multiple product lines.

Develops and maintains relationships with financial advisors in the Western RIA market. Distributes active, passive, and alternative investment solutions, delivers DWS’s value proposition, generates referrals and client access, and partners with internal specialists and sales resources to achieve targets across multiple product lines.