Senior Account Manager, Banking and Wealth Management

2 Months ago • 5 Years + • Account Management • $90,000 PA - $130,000 PA

Job Summary

Job Description

The Senior Account Manager will manage assigned banking and wealth management clients, analyze data, identify trends, recommend solutions, and foster relationships with key client contacts. They will also provide thought leadership in marketing practices, track best practices, leverage internal technology, and manage client billings. The ideal candidate will be analytical, detail-oriented, and possess strong business acumen, especially in the financial sector. The role involves managing expectations proactively, identifying and addressing client needs, and collaborating with internal and external teams to achieve organizational goals.
Must have:
  • 5+ years of client management experience in financial services or online marketing
  • Comfortable with numbers and proficient in Excel for data analysis
  • Ability to quickly grasp business drivers and prioritize tasks
  • Strong communication and relationship-building skills
Good to have:
  • Knowledge of the personal finance space
  • Experience with business intelligence/data visualization tools
  • Understanding of web metrics and online pricing structures
Perks:
  • Performance bonus or commission
  • Equity in the form of restricted stock units
  • Health care benefits
  • Retirement benefits
  • Paid time off

Job Details

Powering Performance Marketplaces in Digital Media

QuinStreet is a pioneer in powering decentralized online marketplaces that match searchers and “research and compare” consumers with brands. We run these virtual- and private-label marketplaces in one of the nation’s largest media networks.

Our industry leading segmentation and AI-driven matching technologies help consumers find better solutions and brands faster. They allow brands to target and reach in-market customer prospects with pinpoint segment-by-segment accuracy, and to pay only for performance results.

Our campaign-results-driven matching decision engines and optimization algorithms are built from over 20 years and billions of dollars of online media experience.

We believe in:

  • The direct measurability of digital media.
  • Performance marketing. (We pioneered it.)
  • The advantages of technology.

We bring all this together to deliver truly great results for consumers and brands in the world’s biggest channel.

 

Job Category

This role will facilitate the Banking and Wealth Management category’s fast growth and enable us to both uphold and expand our existing relationships.  It requires an individual to be analytical, detail-oriented, resourceful, and able to prioritize multiple projects under tight deadlines.  We are seeking a candidate who is fantastic at building relationships, highly motivated, a strategic thinker, and organized. This role needs someone with a solid level of business acumen and who is hyper-focus on partner satisfaction.

Knowledge of the personal finance space is strongly preferred, along with an interest in various Banking and Investing products from both major banks and smaller/fintech providers.

 

Responsibilities

  • Ongoing direct client management for a set of assigned banking and wealth management clients, to manage expectations proactively.
  • Strong attention to detail and focus on excellence
  • Access and analyze significant amounts of data to identify trends and/or patterns which lead to specific insights about client marketing programs
  • Regularly work to proactively identify unfulfilled client needs and recommend solutions to meet those needs
  • Partner cross-functionally with internal and external teams and other internal stakeholders to ensure organizational goals are met or exceeded
  • Develop and foster relationships with key client contacts
  • Provide thought leadership in developing new, innovative marketing practices, including remarketing and cross-sell opportunities within QuinStreet’s breadth of verticals
  • Track best practices and document processes when required
  • Leverage internal technology and industry-standard tools to understand compliance requirements and recommend remediation solutions across various media channels
  • Management of monthly product reconciliations and client billings

 

Experience 

  • BA/BS degree in Economics, Marketing, Business, or related job experience
  • 5+ years of experience in client management in financial services or online marketing
  • Must be extremely comfortable with numbers and proficient in Excel to analyze data
  • Prior experience with business intelligence/data visualization tools such as Tableau or SQL preferred
  • Must be able to quickly grasp the key drivers of the business, be comfortable with multi-tasking, and can independently prioritize tasks given their impact to the vertical
  • Strong communication, relationship-building and partner management experience also desired
  • Understanding of web metrics, online pricing structures (CPM, CPC, CPA, etc.) and how they impact the profitability of a business
  • Knowledge of best practices in online performance marketing
  • Thrive in a fast-paced, team environment with the ability to think independently

 

The expected salary range for this position is $90,000 USD to $130,000 USD annually. This salary range is an estimate, and the actual salary may vary based on the Company’s compensation practices. The salary may be adjusted based on applicant's geographic location. The position is also eligible to receive performance bonus or commission and equity in the form of restricted stock units. This position is eligible to participate in the Company’s standard employee benefits programs, which currently include health care benefits; (2) retirement benefits; (3) the amount of paid days off (paid sick leave, parental leave, paid time off, or vacation benefits); (4) any other tax-reportable benefits.

#LI-REMOTE

QuinStreet is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, pregnancy status, sex, age, marital status, disability, sexual orientation, gender identity or any other characteristics protected by law.

Please see QuinStreet’s Employee Privacy Notice here.

 

 

Similar Jobs

Axon - Senior Manager, Billing Compliance

Axon

Boston, Massachusetts, United States (Hybrid)
2 Months ago
NinjaVan - Commercial Analyst

NinjaVan

Metro Manila, Philippines (On-Site)
2 Months ago
ElevenLabs - Account Executive - Japan

ElevenLabs

Tokyo, Japan (Remote)
4 Months ago
bytedance - Lark APAC Partnerships & Scale-Ups Marketing Intern - 2025 Start

bytedance

Singapore (On-Site)
3 Months ago
Penrose studios - Tech Program Manager

Penrose studios

San Francisco, California, United States (On-Site)
4 Years ago
Zelis  - Senior Accountant

Zelis

St. Petersburg, Florida, United States (Hybrid)
2 Months ago
Dentsu - Account Director

Dentsu

Singapore (On-Site)
1 Month ago
dun bradstreet - Account Executive III

dun bradstreet

United States (Remote)
1 Month ago
Autodesk - Partner Account Manager (Poland and Baltics)

Autodesk

Barcelona, Catalonia, Spain (Hybrid)
1 Month ago
Google - Senior Account Strategist, Mid-Market Sales, Google Customer Solutions

Google

San Francisco, California, United States (On-Site)
6 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Monzo - Senior Financial Crime Risk Manager

Monzo

Dublin, County Dublin, Ireland (On-Site)
2 Months ago
Toast - Finance Manager, Research & Development

Toast

Boston, Massachusetts, United States (Hybrid)
1 Month ago
Capgemini - Business Solution Designer

Capgemini

Pune, Maharashtra, India (On-Site)
2 Months ago
Marsh McLennan - Global Benefits Coordinator

Marsh McLennan

Glasgow, Scotland, United Kingdom (Hybrid)
1 Month ago
Cineplex - Line Cook

Cineplex

Mississauga, Ontario, Canada (On-Site)
1 Month ago
ShyftLabs - RPA Support Developer

ShyftLabs

Noida, Uttar Pradesh, India (Hybrid)
1 Month ago
Samsung Semiconductor - IT Infrastructure Engineer

Samsung Semiconductor

San Jose, California, United States (On-Site)
1 Month ago
Ion - Data Scientist, Data Analyst

Ion

Pisa, Tuscany, Italy (Hybrid)
4 Years ago
Assystems - BIM Modeler

Assystems

Al Khobar, Eastern Province, Saudi Arabia (On-Site)
8 Months ago
Ion - Accounts Receivable Specialist, Italy

Ion

Italy (Hybrid)
9 Months ago

Get notifed when new similar jobs are uploaded

Jobs in United States

Google - Software Engineer III, Engineering Productivity, Pixel

Google

Mountain View, California, United States (On-Site)
3 Months ago
Take-Two Interactive - Producer

Take-Two Interactive

Austin, Texas, United States (On-Site)
2 Months ago
Alten Technology - Brake Performance and Certification Engineer

Alten Technology

Chelsea, Michigan, United States (On-Site)
1 Month ago
Light Speed Studios - Lead Gameplay Engineer

Light Speed Studios

California, United States (On-Site)
3 Months ago
PayPal - Sr Software Engineer

PayPal

Chicago, Illinois, United States (Hybrid)
1 Month ago
bytedance - Senior Software Engineer, AI Applications

bytedance

San Jose, California, United States (On-Site)
1 Month ago
FICO - Senior C++ Engineer (Parallel Processing)

FICO

United States (Remote)
1 Year ago
Feld Entertainment - Manager, Marketing Data Analyst

Feld Entertainment

Ellenton, Florida, United States (Hybrid)
3 Months ago
Nice - SMB Account Executive

Nice

Santa Clara, California, United States (On-Site)
2 Weeks ago
Next Level Business Services - Java/J2EE Developer

Next Level Business Services

San Diego, California, United States (On-Site)
9 Months ago

Get notifed when new similar jobs are uploaded

Account Management Jobs

Wolters Kluwer - Inside Sales Account Manager - CUP Team

Wolters Kluwer

Deventer, Overijssel, Netherlands (Hybrid)
1 Month ago
Thumbtack - Account Executive

Thumbtack

Philippines (Remote)
2 Months ago
Google - Account Strategist, Engage, Google Customer Solutions

Google

Hong Kong (On-Site)
2 Months ago
Minecast - Account Executive

Minecast

Netherlands (Remote)
2 Months ago
WME IMG - Account Executive, Experiential

WME IMG

Atlanta, Georgia, United States (On-Site)
1 Month ago
Paytm - Key Account Manager - Electronic Data Capture - Goa

Paytm

Goa, India (On-Site)
2 Months ago
Hasbro - Senior Accountant, Royalties

Hasbro

Pawtucket, Rhode Island, United States (Hybrid)
1 Month ago
Crowd Strick - Senior Corporate Account Executive

Crowd Strick

Sydney, New South Wales, Australia (On-Site)
1 Year ago
Varonis  - Account Manager

Varonis

London, England, United Kingdom (On-Site)
3 Weeks ago

Get notifed when new similar jobs are uploaded

About The Company

QuinStreet cultivates a work environment built on teamwork, drive, growth, recognition, and fun. Check out our job listings and find out what a future on the QS Team could mean for you!

Pune, Maharashtra, India (Remote)

Pune, Maharashtra, India (Remote)

United States (Remote)

Pune, Maharashtra, India (On-Site)

Pune, Maharashtra, India (Remote)

Cleveland, Ohio, United States (Remote)

United States (Remote)

United States (Remote)

View All Jobs

Get notified when new jobs are added by QuinStreet

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug