Account Manager Lead, Client Success (CSM)

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS?

About the Role

As an Account Manager Lead, Client Success, you will build trusted relationships with financial services clients across trading and asset services. You will combine capital markets expertise, commercial acumen and client advocacy to help clients achieve strong outcomes from their FIS relationship. You will understand client operating models, priorities and challenges while coordinating across product, technology, operations and commercial teams. Success means strengthening client engagement, improving client outcomes and identifying opportunities to deepen strategic relationships.

What You Will Be Doing

• Lead strategic client relationships across trading, investment operations and asset services environments.
• Develop a deep understanding of clients’ business strategies, operating models, technology landscapes and transformation priorities.
• Serve as a senior client advocate, coordinating stakeholders to address priorities, risks, service concerns and strategic opportunities.
• Build structured account and engagement plans aligned with client objectives and measurable business outcomes.
• Engage senior stakeholders across front, middle and back-office functions to understand evolving capital markets requirements.
• Translate client needs into clear priorities for product, technology, operations, service delivery and commercial teams.
• Lead regular client reviews covering strategic priorities, service performance, initiatives, risks and agreed actions.
• Identify opportunities to expand relationships by connecting client challenges with relevant FIS capabilities and solutions.
• Navigate complex client environments involving trading workflows, investment operations, asset servicing, data and financial technology.
• Monitor market, regulatory and technology developments affecting institutional trading and asset services clients.

Required Qualifications

• Strong client success, account management or relationship management skills within capital markets or financial services.
• Demonstrable knowledge of trading and asset services, including relevant front, middle or back-office workflows.
• Ability to engage credibly with senior stakeholders across investments, operations, technology, risk and commercial functions.
• Strong understanding of institutional financial markets, investment operations and related technology ecosystems.
• Proven capability to manage complex client relationships involving multiple products, stakeholders and competing priorities.
• Commercial acumen, including opportunity identification, account planning, negotiation and value-based client conversations.
• Excellent communication, presentation, stakeholder management, problem-solving and influencing skills.
• Relevant professional experience or an equivalent combination of practical expertise, education and industry knowledge.

Preferred Qualifications

• Knowledge of trade lifecycle, post-trade processing, securities operations, custody or asset servicing.
• Experience supporting asset managers, investment managers, banks, broker-dealers, custodians or other institutional market participants.
• Familiarity with technology-enabled transformation across trading, investment operations or asset servicing.
• Understanding of market, operational and regulatory considerations affecting institutional financial services clients.
• Experience partnering with product, technology, implementation, operations and sales teams in a matrixed environment.

What we offer you:

At FIS, you can learn, grow and make an impact in your career. Our benefits include:

• Flexible and creative work environment
• Diverse and collaborative atmosphere
• Professional and personal development resources
• Opportunities to volunteer and support charities
• Competitive salary and benefits

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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