Sr. Client Account Manager
Lead and grow relationships with the firm’s clients, serving as their primary point of contact across corporate finance, capital funding, investment and advisory engagements. You will understand each client’s objectives, coordinate the firm’s teams to deliver on them, and identify new opportunities to add value.
- 10+ years of experience in client account management, ideally in financial services, investment or advisory firms
- A proven record of retaining and expanding senior-level client relationships
- Excellent communication, negotiation and presentation skills
- Strong judgment, discretion and professionalism with confidential matters