Client Growth & Strategy Manager, Financial Services

Sterling Prime; Albuquerque (NM); On-site; USD 80,000 - 119,000; Full time

Job summary

Sterling Prime, a leading financial services company, is seeking a full-time Account Manager in Albuquerque, NM to manage client relationships, develop strategies, and ensure client needs are met.

You will create and execute client strategies, communicate with clients and internal teams, and analyze market trends to provide insights. The role involves monitoring account performance to identify growth opportunities and delivering data-driven recommendations.

Qualifications

• Bachelor's degree in a related field is required.
• Experience in account management within financial services is preferred.
• Strong analytical and data analysis skills are essential.
• Proficiency with CRM and data analysis tools is expected.

Responsibilities

• Develop and implement client strategies.
• Maintain strong communication with clients and internal teams.
• Monitor account performance to identify opportunities for growth.
• Analyze market trends and competitor activity to provide insights.
• Demonstrate a proven track record in account management in financial services.
• Exhibit strong communication and interpersonal skills.
• Work independently and as part of a team.
• Utilize CRM software and data analysis tools effectively.

Skills

Client relationship management

Data analysis

CRM proficiency

Communication

Teamwork

Excel

SQL

Tableau

Power BI

Education

Bachelor's degree

Tools

Excel

SQL

Tableau

Power BI

CRM software

Job description

Sterling Prime, a leading financial services company, is seeking a full-time Account Manager in Albuquerque, NM to manage client relationships, develop strategies, and ensure client needs are met.

You will create and execute client strategies, communicate with clients and internal teams, and analyze market trends to provide insights. The role involves monitoring account performance to identify growth opportunities and delivering data-driven recommendations.