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Account Manager Finance Jobs (NOW HIRING)

Act as finance lead for site specific account management proposals to the customer * Maintain and ensure the satisfactory preparation and distribution of internal and customer-facing reports

Act as finance lead for site specific account management proposals to the customer * Maintain and ensure the satisfactory preparation and distribution of internal and customer-facing reports

Act as finance lead for site specific account management proposals to the customer * Maintain and ensure the satisfactory preparation and distribution of internal and customer-facing reports

Manager - Finance

Lone Tree, CO ยท On-site

$120K - $140K/yr

... Management Reporting team develops, governs, and delivers internal and external financial and ... External reporting includes monthly activity, growth in client assets and accounts, and asset ...

Act as finance lead for site specific account management proposals to the customer * Maintain and ensure the satisfactory preparation and distribution of internal and customer-facing reports

Manager, Finance

Needham, MA ยท On-site

$85K - $158K/yr

Medical, Dental and Vision benefits for you and your family, including Flexible Spending Accounts ... The Finance Manager helps maintain strong financial controls, supports the budgeting process, and ...

... Management Reporting team develops, governs, and delivers internal and external financial and ... External reporting includes monthly activity, growth in client assets and accounts, and asset ...

Manager, Finance

Minneapolis, MN ยท On-site

$100K - $125K/yr

MANAGER, FINANCE HYBRID | ONSITE AT JOSTENS' MINNEAPOLIS HEADQUARTERS 3 DAYS/WEEK ABOUT YOU: Are ... spending account, amongst many more. * We invest in your future. Our 401K plan has immediate ...

Medical, Dental and Vision benefits for you and your family, including Flexible Spending Accounts ... The Finance Manager helps maintain strong financial controls, supports the budgeting process, and ...

The Manager, Finance will oversee contract analysis, profitability assessments, budget and forecast reviews, client reporting, and accounts receivable management-ensuring all deliverables meet strict ...

Manager, Finance

Minneapolis, MN ยท Hybrid

$100K - $125K/yr

MANAGER, FINANCE HYBRID | ONSITE AT JOSTENS' MINNEAPOLIS HEADQUARTERS 3 DAYS/WEEK ABOUT YOU: Are ... spending account, amongst many more. * We invest in your future. Our 401K plan has immediate ...

Conduct financial statement analytical reviews and review key/subjective accounts for ... Manage intercompany activity as applicable and coordinate with regional accounting partners and ...

... subsidiary accounts for inclusion in both internal and external financial statements. Key ... Supports management in defining project terms and aligning financial objectives with overall ...

Manager, Finance

Trenton, NJ ยท On-site

$76K - $100K/yr

The Manager, Finance will oversee contract analysis, profitability assessments, budget and forecast reviews, client reporting, and accounts receivable management-ensuring all deliverables meet strict ...

... subsidiary accounts for inclusion in both internal and external financial statements. Key ... Ensures the efficient management of financial operations, including budgeting, forecasting, and ...

Knowledge of business and management principles. * Ability to direct, manage, implement, and ... Lead the month-end financial close process, ensuring the G/L accounts properly reflect operations ...

Knowledge of business and management principles. * Ability to direct, manage, implement, and ... Lead the month-end financial close process, ensuring the G/L accounts properly reflect operations ...

... subsidiary accounts for inclusion in both internal and external financial statements. Key ... Supports management in defining project terms and aligning financial objectives with overall ...

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Account Manager Finance information

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$29.5K

$65.8K

$106K

How much do account manager finance jobs pay per year?

As of Jun 9, 2026, the average yearly pay for account manager finance in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What is the difference between Account Manager Finance vs Account Executive?

AspectAccount Manager FinanceAccount Executive
Required CredentialsFinance-related certifications (e.g., CFA, CPA), bachelor's degree in finance or related fieldSales or marketing degree often preferred, relevant certifications vary
Work EnvironmentFinancial institutions, corporate finance departments, client managementSales-driven environments, client acquisition, and relationship building
Employer & Industry UsageBanking, investment firms, corporate financeAdvertising agencies, tech companies, sales organizations
Common Search & Comparison IntentUnderstanding finance-specific client management rolesExploring sales and client acquisition roles

The main difference between an Account Manager Finance and an Account Executive lies in their focus areas. Account Managers Finance primarily handle client relationships within financial institutions, requiring finance-specific credentials. In contrast, Account Executives focus on sales and acquiring new clients, often in marketing or sales-driven industries. Both roles involve client interaction but serve different business functions and industry contexts.

How does an Account Manager in Finance typically collaborate with internal teams to support client needs?

As an Account Manager in Finance, you will work closely with internal teams such as sales, compliance, risk management, and product specialists to deliver tailored financial solutions for clients. This often involves coordinating meetings, sharing client feedback, and ensuring all regulatory requirements are met. Effective collaboration ensures seamless onboarding, prompt issue resolution, and helps identify opportunities for upselling or cross-selling financial products. Strong communication and project management skills are essential for managing these cross-functional interactions and maintaining high client satisfaction.

What is the highest salary for account manager?

The highest salaries for account managers in finance can exceed $100,000 annually, especially for those with extensive experience, specialized skills, or working in high-cost-of-living areas. Senior account managers or those in managerial or strategic roles may earn even higher compensation, including bonuses and incentives.

What does an Account Manager in Finance do?

An Account Manager in Finance is responsible for managing relationships with clients, ensuring their financial needs are met, and providing relevant financial products or services. They act as the main point of contact for clients, addressing their questions and concerns, while also identifying opportunities for cross-selling additional services. Account Managers may work in banks, investment firms, or financial services companies and must stay up-to-date on financial regulations and products to best serve their clients. The role involves a mix of client relationship management, sales, and financial expertise.

What are the key skills and qualifications needed to thrive as an Account Manager in Finance, and why are they important?

To thrive as an Account Manager in Finance, you need a solid understanding of financial products, account management principles, and a relevant degree such as finance, business, or accounting. Familiarity with CRM systems, financial modeling tools, and proficiency in Excel are typically required, along with certifications like CFA or CPA being advantageous. Strong interpersonal, negotiation, and problem-solving skills set top performers apart in building and maintaining client relationships. These skills and qualifications are crucial for effectively managing client portfolios, ensuring client satisfaction, and driving business growth in a highly regulated and competitive industry.
What cities are hiring for Account Manager Finance jobs? Cities with the most Account Manager Finance job openings:
What states have the most Account Manager Finance jobs? States with the most job openings for Account Manager Finance jobs include:
Infographic showing various Account Manager Finance job openings in the United States as of May 2026, with employment types broken down into 48% Full Time, 48% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $65,816 per year, or $31.6 per hour.
Account Manager - Finance

Account Manager - Finance

Southstar Capital LLC

Mount Pleasant, SC โ€ข On-site

$55K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago


Job description

Account Manager

SouthStar Capital | Mount Pleasant, SC

About SouthStar Capital

SouthStar Capital is an asset-based B2B lender specializing in factoring solutions. In business since 2008, we are committed to helping businesses grow and thrive through strategic financial partnerships. To learn more about our company and services, visit www.southstar.com.

Position Overview

SouthStar Capital is seeking a motivated and detail-oriented Client Account Manager to join our team in Mount Pleasant, SC. In this role, you will be responsible for managing and nurturing an established portfolio of business clients, serving as their primary point of contact and advocate within our organization. This position offers a clear path for professional growth and expanded responsibility for high-performing individuals who are serious about a long-term career in financial services.

Please note: This is a client relationship management role, not a sales position.

Primary Responsibilities

  • Build and maintain strong client relationships through exceptional service and proactive communication
  • Deliver timely, professional responses to client inquiries and follow up consistently on outstanding items
  • Develop a thorough understanding of each client's business to assess future credit needs and opportunities
  • Assist clients with product-related questions and provide effective troubleshooting support
  • Serve as the primary liaison between clients and SouthStar's management and underwriting teams
  • Perform invoice verification and debtor notifications in accordance with company procedures
  • Maintain accurate and up-to-date records within SouthStar's internal systems per operational guidelines
  • Advocate on behalf of clients by providing decision-makers with relevant data and context
  • Monitor client activity and remain vigilant for indicators of suspicious or unusual behavior
  • Manage the risk and profitability of an assigned client portfolio


Qualifications

Required:

  • Minimum of 3 years of experience in a financial services environment
  • Prior account management experience preferred
  • Strong financial acumen and demonstrated professional ethics
  • Reliable, detail-oriented, and solution-focused with consistent follow-through
  • Excellent verbal and written communication skills
  • Strong decision-making, organizational, and problem-solving abilities
  • Proficiency with Microsoft Office Suite and general computer literacy
  • Ability to manage ambiguity, adapt quickly, and maintain composure under pressure
  • Self-motivated with a positive, client-first attitude

Education:

  • Associate's degree required; Bachelor's degree preferred

Compensation & Benefits

Salary: $55,000 โ€“ $65,000 base salary per year, plus performance-based bonuses

Benefits Package:

  • Medical, dental, and vision insurance
  • Health Savings Account (with qualifying plan)
  • 401(k) with company matching
  • Long-Term Disability (LTD) insurance
  • Paid time off

Schedule: Full-time | Mondayโ€“Friday | 8-hour shifts

Work Location

In-person | 840 Lowcountry Blvd, Mount Pleasant, SC 29464 Candidates must be able to reliably commute or plan to relocate prior to their start date.