Role Overview
The Manager, Account Management will lead the Account Management team, overseeing customer accounts, ensuring a seamless client experience, and driving process improvements. The ideal candidate will have a deep understanding of the client journey, a passion for delivering outstanding service, and expertise in handling complex operational situations.
What You Will Do
The Manager will be responsible for all talent management and development practices, including recruiting, coaching, development, and performance management. They will also develop and implement the strategy for the account management process, identify trends, forecast needs, and drive strategic decisions.
Why It Might Be a Fit
The ideal candidate will have 5+ years of experience in the financial services industry, a deep breadth of knowledge in operations, and demonstrated experience in account management, leadership, and project management skills.
Requirements
- Bachelor’s degree in Business, Management, or a related field
- 5+ years of experience in the financial services or related industry
- Demonstrated experience in account management, account opening, or account management roles
- Strong leadership and people management skills
- Positive relationship building with cross-functional teams
- Proven experience leading multiple complex projects simultaneously
- Experience developing cases, insights, and change proposals
- Advanced project management skills
- Familiar with process improvement techniques and frameworks
- Experience with XTRAC, Salesforce, Archer, Jira, and other customer account tools
Benefits
- Dental insurance
- Vision insurance
- Health insurance
- 401(k) or other retirement plan
- Paid time off
- Paid holidays
- Flexible work arrangements
To apply for this job please visit wd1.myworkdaysite.com.
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