AVP, Strategic Account Manager

For our client, we are seeking a AVP, Strategic Account Manager to join the team of a leader in the Finance & Insurance space. This role will focus on managing strategic advisor and client relationships while supporting high-touch service delivery across complex accounts. You will coordinate cross-functional issue resolution, maintain accurate relationship data, and help ensure premium experiences for high-value clients and partners. The position also involves partnering with internal teams and external vendors to support service commitments, contract accommodations, and timely communication. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $100,116 – $166,860 annually Responsibilities Resolve complex business issues related to structure, affiliation, and related account matters Collaborate on maintaining business and relationship assessments by firm Keep Salesforce records up to date for advisors Manage contract accommodations and service credits for strategic account managers Develop strong relationships with vendor partners and high-impact clients Ensure VIP clients receive premium service and satisfaction Prepare documents and updates for strategic account managers before meetings Oversee project requests from advisors, ensuring timely resolution and communication Qualifications 5+ years of experience in sales, relationship management, or client service in financial services Series 7 and Series 66 licenses, or Series 63 and Series 65, or the ability to obtain within 90 days 3+ years of project management experience leading cross-functional initiatives 3+ years using Salesforce CRM and related tools Benefits 401(k) matching Health benefits Employee stock options Generous paid time off Volunteer time off Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.