Account Manager, Partner Strategy, Financial Services and Real Estate

World Economic Forum • New York, NY

9d • $135,000 - $150,000 • Onsite

About The Position

The World Economic Forum is an international organization that brings together leaders from business, government, academia, and civil society to build industry, regional and global agendas, address systemic issues, and improve the state of the world. The Global Industries Team is responsible for building and managing the Forum 20+ global Industry Communities and for the strategic engagement of Forum Partners from North America and Europe across Industry Communities, the 10 Forum Centres and our Forum events. We are seeking an Account Manager (Partner Lead) for the Financial Services industry, who will be responsible for orchestrating strategic relationships with senior executives from Partner companies in the real estate and banking & capital markets industries. This individual will have a strong understanding of the financial services landscape (and real estate sector a plus) and the ability to connect partner priorities with the Forum’s global agenda. Acting as a trusted advisor, the Account Manager will guide senior executives toward impactful engagement in the Forum’s initiatives and communities.

Requirements

• Deep understanding of industry trends, company strategies, and market shifts.
• Strong critical thinking and synthesis skills, translating insights into actionable plans.
• Skilled communicator capable of engaging at CxO level with credibility and diplomacy.
• Builds trusted relationships and conveys the Forum’s value proposition effectively.
• Designs and monitors account plans with clear goals and measurable impact.
• Proactively identifies and prioritizes risks and opportunities to enhance partner engagement.
• Collaborates across teams to ensure a unified partner experience.
• Contributes to continuous improvement of account management practices.
• 7+ years of professional experience in account management, consulting, or client-facing roles, ideally within financial services and/or real estate.
• Proven ability to engage with and influence senior executives (C-suite level) on strategic topics.
• Strong analytical and problem-solving skills, with the ability to synthesize complex information and develop actionable insights.
• Excellent communication and interpersonal skills, able to convey complex ideas clearly and persuasively.
• Experience working in matrixed organizations and aligning cross-functional teams.
• Strong service orientation, entrepreneurial mindset, and the ability to navigate ambiguity proactively and effectively.
• Fluency in English; proficiency in another major language is an asset.
• Willingness to travel up to 20% for Partner visits and Forum events.

Nice To Haves

• Bachelor’s degree or equivalent; advanced degree a plus.

Responsibilities

• Build and maintain executive-level relationships with senior partnership sponsors (such as Heads of External Affairs, Strategy or Partnerships) from Partner companies, acting as their trusted advisor and primary point of contact.
• Develop industry and company intelligence, producing executive briefings and insights to inform partner engagement and Forum strategy.
• Develop and execute strategic account plans that align partner priorities with the Forum’s mission and global agenda.
• Identify and orchestrate executive engagement opportunities, connecting Partner executives with relevant Forum Centres, initiatives, and leadership.
• Continuously assess partnership health, identifying risks and opportunities, and taking proactive measures to enhance engagement and retention.
• Ensure accurate documentation of Partner updates and engagement in Salesforce, promoting transparency and collaboration across teams.
• Work collaboratively with colleagues across the Forum’s Centres and regional teams to deliver a One-Forum experience for partners.
• Contribute to the professionalization of account management through knowledge sharing, process improvement, and adoption of digital tools.

Benefits

• Join an independent and impartial organization with over 55 years of experience enabling public-private cooperation for the common good.
• Be part of a global team that brings leaders together through dialogue, to build trust, and turn shared understanding of complex global issues into collective solutions.
• Our culture is grounded in care, curiosity and respect, encouraging genuine dialogue and meaningful collaboration.
• By investing in trust and understanding, we create an environment where everyone can contribute fully to our shared mission.
• Work in an environment that values shared learning, diverse perspectives, and real-world collaboration, helping you grow through challenge, not routine.
• At the Forum, every role contributes to global progress. We advance together and help our partners shape solutions that make a lasting impact.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees