Symphony · 3 months ago
Account Manager, Wealth
New York
Full-time
Onsite
Mid, Senior Level
$100K/yr - $120K/yr
5+ years expSymphony is a communication and markets technology company that has built a modular technology platform for global finance. They are seeking a talented Account Manager in Wealth Management to oversee and develop their existing client base, driving strategic platform adoption and achieving significant revenue growth targets.
B2BInformation ServicesInformation TechnologyMessagingSoftwareUnified Communications
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
Qualification
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)
Benefits
Regional specific competitive benefits
Build your own Benefits (BYOB) perk
Many other fun and exciting benefits and activities!
Company
Symphony
Symphony is a communication and markets technology company powered by interconnected platforms: Messaging, Voice, Directory and Analytics.
201-500 employees
H1B Sponsorship
Symphony has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (5)
2022 (14)
2021 (3)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$511MKey Investors
BNP Paribas Private Equity
2020-12-10Series E· $50M
2019-06-12Series E· $165M
2018-04-10Series D· $67M
Leadership Team
Brad Levy
Chief Executive Officer
Dana Starr
Head of Client Engagement & Service Delivery
Recent News
London Stock Exchange
2025-08-27
Google Patent
2025-02-07
Company data provided by crunchbase