Account Manager, Institutional

Job Summary

A company is looking for an Account Manager, Institutional.

Key Responsibilities

• Serve as the primary day-to-day contact for assigned institutional accounts
• Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams
• Coordinate with internal teams to resolve client issues and implement workflow improvements

Qualifications

• 5+ years in client management, account management, or operations within financial services or technology-driven environments
• Prior experience managing client relationships with institutional banks or large financial institutions preferred
• Proven track record of managing high-value or complex client accounts
• Deep understanding of financial services workflows or enterprise technology platforms
• High emotional intelligence and a proactive approach to client needs