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Role: Client Partner
Location: NYC
Hybrid 3 days from office Bachelor's or Master's with 12-15 years experience in Sales in Financial industry, specifically Capital Market. Must have good relations within - JPMC, Deutsche, Goldman Sachs, Morgan Stanley, Mizuho, MUFG, Mastercard, Jeffries, BNY Mellon, Citi, RBC, UBS, Santander
Core Responsibilities: Account Growth & Strategy: Own P&L, revenue targets, forecasting, and long-term account roadmaps for multi-million-dollar portfolios. Executive Relationship Building: Serve as a trusted advisor and primary point of contact for C-suite, VP, and Director-level client stakeholders. Cross-Functional Collaboration: Partner internally with product, design, engineering, creative, and data teams to deliver tailored solutions and meet client goals. New Business & Hunting: Drive horizontal expansion into new business units/geographies or lead outbound acquisition for cold/target accounts. Contract & Commercial Negotiation: Lead complex master service agreements (MSAs), joint business plans (JBPs), and annual trading negotiations.

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Level

Senior L5

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Glens Falls, NY

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Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

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Portfolio Management and Investment Advice

Posted

2 days ago

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