Strategic Account Manager - Financial Services

Pinnacle National Corp.; Philadelphia (Philadelphia County); On-site; USD 70,000 - 98,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

Pinnacle National Corp., a leading financial services company based in Philadelphia, PA, is seeking an Account Manager to grow client relationships and deliver strategic financial insights. This full-time role offers a path for professional growth in a collaborative, inclusive environment.

You will manage the full lifecycle of client accounts from onboarding to renewal, develop tailored financial solutions, and work with cross-functional teams to ensure exceptional service.

Qualifications

• Bachelor's degree required; 3+ years in account management or a related role.
• Strong communication and interpersonal skills to build and maintain client relationships.
• Experience managing client accounts from onboarding to renewal; analytical, problem-solving mindset.

Responsibilities

• Develop and maintain strong relationships with key clients to ensure financial goals are met and exceeded.
• Analyze client needs and develop tailored financial solutions that align with business objectives.
• Manage the full lifecycle of client accounts, from onboarding to renewal, ensuring a seamless experience.
• Collaborate with cross-functional teams to deliver high-quality financial services and products.
• Monitor market trends and regulatory changes to identify opportunities and risks for clients.
• Provide regular reports and insights to clients to help them make informed financial decisions.
• Foster a culture of continuous learning and improvement within the account management team.
• Attend industry events and conferences to stay current with best practices and trends.

Skills

Communication skills

Interpersonal skills

Client relationship management

Team collaboration

Analytical thinking

Time management

Attention to detail

Adaptability

Education

Bachelor's degree in Finance or Business

Master's degree (plus)

Tools

Excel

PowerPoint

CRM systems

Job description

Pinnacle National Corp., a leading financial services company based in Philadelphia, PA, is seeking an Account Manager to grow client relationships and deliver strategic financial insights. This full-time role offers a path for professional growth in a collaborative, inclusive environment.

You will manage the full lifecycle of client accounts from onboarding to renewal, develop tailored financial solutions, and work with cross-functional teams to ensure exceptional service.