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Sell Side Account Manager - OMS/PMS/EMS/RiskSELL SIDE ACCOUNT MANAGER needed at one of our clients that provides full front to back office solutions for the entire buy and sell sides. Hybrid 3x per week in NYC only. Base $165k - $175k and OTE up to $250k - $300k. Looking for exactly 5 - 12 years of experience in a relevant role. Our client is looking for a Sell-Side Account Manager to own relationships with their broker-dealer, bank, and market-maker clients. You'll be the primary commercial and strategic contact for a portfolio of sell-side accounts, driving renewals, expanding product adoption, and making sure clients get measurable value from their trading, risk, and analytics platform. You'll work closely with Support, Professional Services, Product, and Engineering to steer the roadmap for onboarding and supporting their sell-side execution clients.
Key Responsibilities: Own the client relationship. Serve as the senior point of contact for a portfolio of sell-side accounts, including trading desks, operations, technology, and risk stakeholders. Drive retention and growth. Own renewals, identify upsell and cross-sell opportunities (new modules, asset classes, regions, user seats), and maintain account plans and revenue forecasts. Run the cadence. Lead regular business reviews, usage and health reviews, and executive check-ins. Track adoption, incident history, and satisfaction metrics. Coordinate escalations. Act as the client advocate during production incidents and critical issues. Partner with Support and Engineering, communicate status clearly, and follow through on root cause and remediation. Manage commercial terms. Work with Sales, Legal, and Finance on contract amendments, pricing, order forms, and renewals. Be the voice of the client. Translate sell-side needs (market structure changes, regulatory-driven workflow changes, new venues and protocols) into clear input for Product. Manage onboarding and change. Coordinate with Professional Services on implementations, upgrades, migrations, and go-lives. Maintain CRM hygiene. Keep account data, opportunities, and contacts accurate and current.
Required Qualifications:
  • Exactly 5 - 12 years in account management, client success, or relationship management at a fintech, trading technology vendor, broker-dealer, or bank
  • Working knowledge of sell-side workflows: order management, execution, market making, routing, and post-trade
  • Familiarity with market data and connectivity concepts (FIX protocol, exchange and venue connectivity, low-latency environments)
  • Demonstrated record of managing renewals and expansion for enterprise accounts
  • Ability to communicate with both technical (engineering, infrastructure) and business (head of trading, COO) audiences
  • Strong written and verbal communication, negotiation, and prioritization skills
  • Experience with CRM tools (Salesforce or equivalent) and ticketing systems (Jira or equivalent)
Preferred Qualifications:
  • Experience with multi-asset trading platforms (equities, options, futures, FX, fixed income)
  • Exposure to regulatory-driven change cycles affecting sell-side firms
  • Experience with SaaS or hybrid (on-prem and cloud) deployment models
  • Prior hands-on experience on a trading desk, in trading operations, or in a technical support role
  • Relevant licenses (e.g., Series 7, 63) are a plus but not required

Also on the board Same function, level within a rung

Level

Senior

Location

New York, NY

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Investment Banking and Securities Intermediation

Posted

yesterday

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