Financial Services Growth Account ExecutiveProgram Manager

We areseekingan exceptionally motivated Financial Services Growth Account Executivewho thrives on uncovering opportunitiesseekingoutandsolving client challengescreatively and building lasting relationships that fuel account this role you will position CapTech for continued growth by combining delivery excellence with proactive business development. 

You will balance strategic account leadership with hands-on execution serving as both a trusted advisor to the client and a growth catalyst for CapTech. Success requiresoperatingwitha sense of urgencytheflexibility to adapt to client needs and market realities the curiosity of a problem-seeker and the confidence to lead dynamically while delivering measurable value. 

Responsibilities 

• DriveAccount Growth:Developand execute account growth strategies including playbook creation pipeline development and targeted relationship plans. 

• Activate your Network:Leveragean established networkto accelerate revenue growth from day and expand personal and professional relationships bringing in warm leads and active opportunities. 

• Upsell & Cross-Sell:Expand CapTechs footprint by introducing new services ensuring we are seen as a critical extension of the clients business. 

• Expand Opportunities:Identify pursue and secure new business opportunities within existing accounts delivering consistent year-over-year revenue growth. 

• Balance Growth & Delivery:Splittime andfocus between business development and delivery oversight across consulting solutions. 

• Staycurrent:Rapidly buildexpertisein CapTechs solutions andmaintaindeep awareness of emerging industry trends technologies and market dynamics. 

• DeliverValue:Translateclientneeds intoinnovative solutions that createmeasurable business impact. 

• Ensure Account Health:Oversee financial and operational management of the account including margin forecasting and resource alignment ensuring long-term sustainability alongside growth. 

• EngageClients Deeply:Prioritize building relationships in-person whenever possible. Immerse yourself in client culture community and leadership forums to strengthen trust and establish CapTech as a strategic partner. 

• Lead with Agility:Adapt quickly to evolving client priorities and market shifts ensuring CapTechremainsa relevant andtrusted partner. 

• Ensure Delivery Excellence:Lead cross-functional teams manage stakeholder expectations and resolve issues quickly to protect client satisfaction and trust. 

• Coach & Develop Talent:Mentor account managers and consultants on relationship building opportunity identification and growth best practices. 

• Execute with Impact:Lead proposals SOWs and growth initiatives while proactively introducing CapTechs broader service offerings. 

• Collaborate withCandor:Communicatethoughts andperspectivewith internal team and externalclientand challenge appropriatelypressure test assumptions anddevelop trust and credibility. 

• DemonstrateCommercial Mindset: Lead client negotiations to securemulti-year deals renewals or expansions and act as a financial stewardofCapTech and clients. 

• Think Beyond the Sale:Understand howproblems/solutions extend beyond the immediate buyer and the upstream and downstream impactsto stakeholders across the value chainand alignment to enterprise strategy. 

Qualifications :

Qualifications 

• Bachelors degree in Business Administration IT or equivalent experience 

• 8 years of consulting or industry experience with proven account management responsibilities 

• 8 years of program/project management experience leadingtechnologyinitiatives 

• Demonstrated success driving account growth and managing large complex engagements 

• Proven ability to build and execute sales pipelines expand client revenue and consistently meet/exceed growth targets                                                                                                       

• 5 years of Financial Industry project experience (Wealth Management Advisor Experience Mergers & Acquisitions (M&A) Commercial/Consumer Banking Investment Banking) 

• Strong experience engaging and influencing C-suite executives and senior client stakeholders 

• Flexibility to adapt strategies to shifting client needs and market dynamics 

• Problem-seekermindset:anticipates challenges and frames them into tailored outcome-driven solutions 

• Dynamic leadership presenceand theability to guide clients and teams with confidence and influence 

• Value creatorwith apassion for delivering measurable business outcomes that advance client success 

• Entrepreneurial drive toidentifyopportunities early and act decisivelyand with urgencyto capture them 

• Hybrid/remote/travel to be customized by account requirement 

• Experience with Commercial Real estate Finance is a plus  

Additional Information :

We want everyone at CapTech to be able to envision a lasting and rewarding career here which is why we offer a variety of career paths based on your skills and passions.  You decide where and how you want to develop and we help get you there with customizable career progression and a comprehensive benefits package to support you along the way.  Alongside our suite of traditional benefits encompassing generous PTO health coverage disability insurance paid family leave and more weve launched extended benefits to help meet our employees needs. 

• Learning & Development Programs offering certification and tuition support digital on-demand learning courses mentorship and skill development paths

• Modern Health A mental health and well-being platform that provides 1:1 care group support sessions and self-serve resources to support employees and their families through lifes ups and downs
• Carrot Fertility Inclusive fertility and family-forming coverage for all paths to parenthood including adoption surrogacy fertility treatments pregnancy and more and opportunities for employer-sponsored funds to help pay for care
• Fringe A company paid stipend program for personalized lifestyle benefits allowing employees to choose benefits that matter most to them ranging from vendors like Netflix Spotify and GrubHub to services like student loan repayment travel fitness and more
• Employee Resource Groups  Employee-led committees that embrace and incorporate diversity and inclusion into our day-to-day operations
• Philanthropic Partnerships  Opportunities to engage in partnerships and pro-bono projects that support our communities. 
• 401(k) Matching Generous matching and no vesting period to help you continue to build financial wellness

CapTech is an equal opportunity employer committed to fostering a culture of equality inclusion and fairness each foundational to our core values.  We strive to create a diverse environment where each employee is encouraged to bring their unique ideas backgrounds and experiences to the workplace. For more information about our Diversity Inclusion and Belonging efforts click HERE. 

At this time CapTech cannot transfer nor sponsor a work visa for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship.  

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Remote Work :

No

Employment Type :

Full-time