Director, Account Management - Financial Services

Jobgether

4d•Remote

About The Position

This leadership role is designed for a strategic and client-focused professional who will own key financial services accounts while guiding a team of account managers. You will drive client satisfaction, retention, and growth by aligning account strategy with business objectives, managing complex portfolios, and ensuring high-quality service delivery. The position involves contract ownership, financial oversight, cross-functional collaboration, and proactive problem-solving. You will build trusted relationships with clients, uncover growth opportunities, and implement account strategies that create measurable impact. This role combines leadership, operational excellence, and consultative expertise in a fast-paced, dynamic environment, with significant scope for influence and professional growth.

Requirements

Minimum of 7 years of experience in account management, outsourcing operations, sales, or consulting within financial services or related industries.
Proven success managing large, complex client accounts and driving measurable growth.
Experience leading and developing high-performing teams, with a focus on coaching and talent development.
Strong strategic thinking with the ability to execute tactically and manage long-term initiatives.
Expertise in client relationship management, consultative sales, and cross-functional collaboration.
Financial acumen, analytical skills, and the ability to assess client data, market trends, and performance metrics.
Exceptional verbal and written communication, negotiation skills, and emotional intelligence.
Ability to adapt to shifting priorities and operate in fast-paced, global environments; willingness to travel internationally.
BA/BS in Business, Marketing, or related field, or equivalent professional experience.

Responsibilities

Lead and manage a portfolio of client accounts, ensuring alignment between client objectives and service delivery standards.
Develop and execute strategic account plans to drive client satisfaction, retention, and revenue growth.
Serve as the primary client relationship owner, acting as a trusted advisor and proactive problem solver.
Oversee contract management, pricing models, forecasting, and resource allocation for assigned accounts.
Collaborate cross-functionally with sales, marketing, operations, finance, and product teams to deliver high-quality outcomes.
Mentor, develop, and evaluate account management teams to foster high performance, accountability, and continuous improvement.
Monitor and ensure compliance with SLAs, performance metrics, and internal governance processes.