Account Manager, Wealth

About us @Symphony

We’ve spent the last 10 years building a communication and markets technology company, powered by interconnected platforms: messaging, voice, directory and analytics.  Over 1000 institutions use our modular technology built for global finance. Security is in our DNA with uncompromising data protection, end-to-end encryption and resilient architecture, all created on a foundation of trust with our customers . 

But that was only chapter one. We’re now building on our purpose-built network, expanding AI-powered, real-time collaboration, redefining flexibility with fully cloud-native software with our trader voice product, and rethinking the industry’s approach to identity verification, connection and intelligence. .

The opportunity and our ambition are huge . But we need passionate, dedicated individuals to get there. At Symphony we work hard and fast. Our unique blend of technology and financial services makes it an environment you won't get elsewhere.

Job Summary

Symphony is seeking a talented Account Manager in Wealth Management to oversee and develop existing client base by analyzing account potential, initiating, developing, up-selling, cross-selling and recommending new applications and strategies.

This role requires a self-starter who excels at building deep client relationships, driving strategic platform adoption, and achieving significant revenue growth targets (renewals and expansion). The ideal candidate will combine strong financial technology knowledge with exceptional relationship management and sales skills.

Key Responsibilities

• Ensure client retention (develop loyalty and build long-term relationships by facilitating any further needs Symphony can provide them with)
• Expand existing Accounts (Increasing penetration within an enterprise)
• Up-sell premium services (Increasing package offering selected by enterprise) and, managing client relationships effectively
• Contribute information to sales strategies by evaluating current product results; identifying needs to be filled; monitoring competitive products; analyzing and relaying customer reactions
• Communicate new services, information, or changes relevant to the client
• Enhance department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job
• Forecast account management targets and align account forecasting metrics with new sales to meet company budget
• Develop and continuously refine effective processes for account management department

Qualifications

Required

• 5+ years of proven experience in a senior Account Management, Client Success, or Enterprise Sales role, specifically managing large or strategic accounts.
• Demonstrated experience as a high-performing account manager with a track record of exceeding revenue and retention quotas.
• Deep knowledge of the Fintech, Capital Markets, or Enterprise SaaS sector is essential, with an ability to speak fluently about financial technology and workflows.
• Strong business acumen, with excellent presentation, negotiation, and contract management skills.
• Proficient in using CRM software (e.g., Salesforce) for forecasting, tracking client activity, and managing the renewal cycle.

Preferred

• Specific experience with communication platforms, secure messaging, or collaborative workflow solutions within the financial services industry.
• Bachelor's degree in Business, Finance, or a related field.
• Experience selling into complex, regulated institutional environments (e.g., Tier 1 Banks, Asset Managers).

Compensation:

• Salary Range: $100,000 - $120,000
• Sales Commission Plan
• Benefits and Perks vary based on location.

Benefits and Perks:

• Regional specific competitive benefits
• Build your own Benefits (BYOB) perk
• Many other fun and exciting benefits and activities!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.