Account Director

Job overview

The Account Director role is onsite in New York, NY, with target on-target earnings of $250,000–$300,000, including quarterly commission. The role sits within Waystone’s Commercial Team, which supports revenue growth across its client relationships. The Account Director manages an assigned portfolio, builds relationships with client decision-makers, identifies and advances cross-sell and upsell opportunities, and develops account plans. The role contributes to growth by aligning client needs with Waystone’s services and coordinating opportunity execution with the Commercial Team and Sales Operations.

What you'll do

• Manage client relationships and serve as day-to-day contact
• identify and triage cross-sell and upsell opportunities
• develop account plans
• scope opportunities, prepare proposals, and negotiate fees and services
• coordinate with Commercial Team members
• monitor industry trends and report account activity, revenue contributions, and client feedback.

What we're looking for

Skills & competencies

account director

new york ny

waystone

client relationships

account management

financial services

asset management

cross-selling

upselling

salesforce

quarterly commission

$250k–$300k ote

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off and holidays
• health benefits
• matching 401(k)
• employer-paid supplemental LTD, life, and AD&D
• paid family leave
• professional development support
• referral bonus program.

Why this role

Waystone provides institutional governance, administration, risk, and compliance services to financial institutions. Benefits listed include paid time off and holidays, health benefits, matching 401(k), paid supplemental coverage, paid family leave, professional development support, and referral bonuses.

About the employer

Waystone is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.