- Permanent
- $130k/year - $165k/year
2Bridge has been searching for a direct-hire, full-time Lead Account Director to join our FinTech Client. Our client is an analytics company that partners with leading financial institutions to provide cutting-edge credit risk intelligence. Their platform leverages proprietary data and advanced analytics to help assess, quantify, and monitor credit risk across diverse exposures.
As an Account Director, you will manage a range of clients, including sovereigns, financial institutions, non-bank financial institutions, and funds. You will help ensure client retention, satisfaction, and the expansion of strategic relationships.
This is an NYC-based role, onsite in their office in midtown 3 days a week with some travel. Our client offers a comprehensive package that includes a base, incentivized comp scheme, PTO, medical, dental, vision, 401K, commuter plan, etc.
Key Responsibilities
- Manage the retention, expansion, profitability, and overall satisfaction of strategic client relationships.
- Build and strengthen relationships with senior executives across client organizations.
- Identify and pursue growth opportunities within existing accounts aligned to established use cases.
- Collaborate with internal teams to drive strategic goals and ensure client success.
- Negotiate commercial and contractual terms.
- Develop an in-depth understanding of client workflows and articulate use cases effectively.
- Establish key performance indicators (KPIs) to measure customer success and identify at-risk accounts.
- Implement account strategies to maximize short-, medium-, and long-term commercial potential.
- Provide direct management and mentorship for junior account managers with the potential for team expansion.
- Monitor product usage and implement strategies to increase adoption and integration.
- Serve as the primary point of contact for all client-related matters.
Requirements
- A minimum of 5 years of experience in account management, handling large, complex financial client relationships - Tier 1 G-SIBs, regional banks, institutional investors, insurance & reinsurance, hedge funds, pension funds, etc.
- Strong expertise in best practices for account management, including account planning, expansion strategies, commercialization of adjacent opportunities, identifying and mitigating at-risk accounts, and organizational mapping.
- Background in credit risk data, solutions, workflows, and knowledge across capital markets, such as treasuries, structured products, sec lending, market structure, etc.
- A consultative and strategic approach to drive revenue growth, close deals, and generate new opportunities based on client needs.
- A broad understanding of capital markets; Buy- and Sell-Side with expertise in securities lending, prime brokerage, capital and risk management, sales and trading, structured credit, and debt capital markets.
- Excellent client management skills, customer-centric attitude, and strong interpersonal and communication abilities.
- A proactive, self-starter mindset with the ability to thrive in a dynamic and fast-paced environment.
- U.S. work authorization.