Strategic Account Manager – Financial Services Growth

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 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.