Account Manager

Arcana; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to drive performance and risk insights. We are hiring an exceptional Account Manager to lead strategic client success from day one and help shape our transformation for institutional clients.

As an Account Manager at Arcana, you will partner with clients, product, engineering, and sales to deliver meaningful outcomes and drive adoption across complex stakeholder groups.

Qualifications

• 8+ years of client-facing experience in financial services or enterprise SaaS.
• Experience with institutional clients (hedge funds, asset managers, allocators).
• Strong knowledge of portfolio analytics, investment concepts, and institutional workflows.
• Proven track record of renewals, expansions, and platform adoption across complex stakeholder groups.
• Experience partnering with product and engineering to influence development based on client feedback and business opportunities.

Responsibilities

• Build, manage, and strengthen relationships with hedge funds and asset managers, serving as a trusted strategic advisor and driving long-term client success.
• Lead the full client lifecycle: onboarding, training, adoption, and ongoing success
• Collaborate cross-functionally with product and engineering teams to represent client feedback and guide feature prioritization

Skills

Client-facing

Relationship management

Executive communication

Cross-functional collaboration

Feedback to product/engineering

Education

Bachelor's or Master's in Finance/Economics/Business

CFA/FRM or MBA (strong plus)

Tools

Bloomberg

FactSet

Portfolio analytics platforms

Job description

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. We're rethinking the tools institutional investors rely on—and we're hiring an exceptional Account Manager to help drive that transformation.

As an Account Manager at Arcana, you'll partner closely with our clients—as well as with product, engineering, and sales—to deliver meaningful outcomes and shape our approach to client success. If you're looking for true ownership, strategic client exposure, and the opportunity to build a high-impact function from day one, we'd love to talk.

Responsibilities

• Build, manage, and strengthen relationships with hedge funds and asset managers, serving as a trusted strategic advisor and driving long-term client success.
• Lead the full client lifecycle: onboarding, training, adoption, and ongoing success
• Collaborate cross-functionally with product and engineering teams to represent client feedback and guide feature prioritization

Requirements

• 8+ years of experience in a client-facing role within financial services or enterprise SaaS, with direct exposure to institutional clients (hedge funds, asset managers, allocators, etc.)
• Deep familiarity with portfolio analytics, investment concepts, and institutional workflows (e.g. attribution, alpha/beta, drawdowns, correlation, etc.)
• Proven track record of driving strong account outcomes- renewals, expansions, and platform adoption across complex stakeholder groups
• Experience partnering with product and engineering to influence development based on client feedback and business opportunity
• Strong executive communication and presentation skills, with a history of engaging senior decision-makers (CIOs, COOs, PMs, Head of Equities, Head of Risk)

Qualifications

• Bachelor's or master's degree in Finance, Economics, Business, or a related field
• A CFA or FRM, or an MBA, is a strong plus
• Experience with Bloomberg, FactSet, or portfolio analytics platforms is helpful
• Familiarity with equity risk models and factor-based investment frameworks is helpful