Account Manager, Partner Strategy, Financial Services and Real Estate. Job in New York LilyLife[...]

Overview Account Manager (Partner Lead) for the Financial Services industry – responsible for orchestrating strategic relationships with senior executives from Partner companies in real estate and banking & capital markets industries. The role requires on‑site presence 3 days per week and a willingness to travel up to 20% for partner visits and Forum events. Responsibilities Build and maintain executive‑level relationships with senior partnership sponsors, acting as their trusted advisor and primary point of contact. Develop industry and company intelligence, producing executive briefings and insights to inform partner engagement and Forum strategy. Create and execute strategic account plans that align partner priorities with the Forum’s mission and global agenda. Identify and orchestrate executive engagement opportunities, connecting Partner executives with relevant Forum Centres, initiatives, and leadership. Continuously assess partnership health, identifying risks and opportunities, and taking proactive measures to enhance engagement and retention. Ensure accurate documentation of Partner updates and engagement in Salesforce, promoting transparency and collaboration across teams. Work collaboratively with colleagues across the Forum’s Centres and regional teams to deliver a One‑Forum experience for partners. Contribute to the professionalization of account management through knowledge sharing, process improvement, and adoption of digital tools. Qualifications Broad understanding of financial services and real estate landscapes; experience in account management, consulting, or client‑facing roles, ideally within financial services and/or real estate. Proven ability to engage with and influence senior executives (C‑suite level) on strategic topics. Strong analytical and problem‑solving skills, with the ability to synthesize complex information and develop actionable insights. Excellent communication and interpersonal skills, capable of conveying complex ideas clearly and persuasively. Experience working in matrixed organizations and aligning cross‑functional teams. Strong service orientation, entrepreneurial mindset, and the ability to navigate ambiguity proactively and effectively. Fluency in English; proficiency in another major language is an asset. Preferred Requirements and Experience Bachelor’s degree or equivalent; advanced degree a plus. 7+ years of professional experience in account management, consulting, or client‑facing roles, ideally within financial services and/or real estate. Willingness to travel up to 20% for Partner visits and Forum events. Why work at the Forum The Forum believes progress happens by bringing together people from all walks of life who have the drive and influence to improve the state of the world. Join us and become a driver for positive change! #J-18808-Ljbffr United Cerebral Palsy of Georgia