Account Manager

Juniper Premier Partners; Boston (MA); On-site; USD 90,000 - 138,000; Full time

Job summary

Juniper Premier Partners in Boston, MA, seeks an Account Manager for a full-time role. You will manage client relationships, develop strategic plans, and oversee advisory project delivery while identifying new business opportunities.

Required: 5-7 years in account management or business development in financial services, plus a Bachelor's in Business/Finance. Excellent communication, multitasking, and proficiency in MS Office are essential. Equal opportunity employer.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 5-7 years of account management or business development experience in financial services.
• Strong communication and interpersonal skills.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Manage and grow client relationships and provide strategic advisory services.
• Develop and implement sales strategies to increase market share and revenue.
• Coordinate delivery of advisory services with high-quality work and client satisfaction.
• Monitor market trends to identify new business opportunities.
• Collaborate with internal teams to ensure seamless execution of advisory projects.
• Provide regular updates to clients and stakeholders on project progress and outcomes.

Skills

Client relations

Strategic thinking

Communication skills

Business development

Education

Bachelor's degree in Business/Finance

Tools

Microsoft Office

CRM software

Job description

Juniper Premier Partners, a leading boutique investment banking firm in Boston, MA, seeks a skilled Account Manager for a FULL_TIME position. The role involves managing and growing client relationships, ensuring exceptional service delivery, and contributing to the firm's success. The salary range is $90,000 - $138,449.

As an Account Manager, you will be responsible for managing client portfolios, developing and implementing strategic plans, and ensuring client satisfaction. You will also be involved in market research, competitor analysis, and business development activities to identify new opportunities.

You will work in a dynamic team environment at our office in Boston, MA. The team consists of experienced professionals who are dedicated to providing exceptional service to our clients. The firm's boutique size allows for a collaborative and supportive work environment.

The salary range for this position is $90,000 - $138,449, depending on experience. The firm offers a comprehensive benefits package, including health, dental, and vision insurance, a retirement plan, and paid time off.

To be successful in this role, you should have a bachelor's degree in business, finance, or a related field. You should have a minimum of 3 years of experience in account management or a similar role. Strong communication and interpersonal skills are essential, as well as the ability to manage multiple priorities and meet deadlines.

This means that all applicants will be considered for positions without discrimination based on race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity, or veteran status.

The company values diversity and is dedicated to creating an inclusive environment where all employees can thrive.

Juniper Premier Partners is an equal opportunity employer.

What you will do:

• Manage and grow client relationships by understanding their needs and providing strategic advisory services.
• Develop and implement sales strategies to increase market share and revenue.
• Coordinate and oversee the delivery of advisory services, ensuring high-quality work and client satisfaction.
• Monitor market trends and industry developments to identify new business opportunities.
• Collaborate with internal teams to ensure seamless execution of advisory projects.
• Provide regular updates to clients and stakeholders on project progress and outcomes.

What we need:

• Bachelor's degree in Business, Finance, or a related field.
• 5-7 years of experience in account management, business development, or a similar role in the financial services industry.
• Proven track record of successfully managing client relationships and driving revenue growth.
• Strong analytical and problem-solving skills, with the ability to think strategically.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships.
• Proficiency in Microsoft Office Suite and other relevant software tools.