Top Hybrid Account Manager (AM) Jobs in Dallas-Fort Worth, TX

Partners with Wealth Management Advisors to support high-net-worth clients, manage assigned client relationships, implement financial planning recommendations, coordinate asset consolidation, provide client service, and help grow advisory practices through referrals. Requires financial services experience and completion of required FINRA registrations and life and health insurance licensing.

Manages and retains complex commercial insurance accounts through strategic risk consulting and client relationship management. Evaluates coverage needs, prepares insurance market submissions, leads renewal discussions, negotiates placements, reviews audits, and coordinates account, claims, risk mitigation, and analyst teams. Builds partnerships with clients, carriers, brokers, and internal leaders while providing insurance expertise, training, and recommendations. Requires state insurance licensing, substantial commercial insurance experience, advanced coverage knowledge, and occasional travel.

Leads asset management and reliability partnerships with distributors and end-user customers across North America. Develops go-to-market strategies, generates co-selling pipelines, supports renewals, enables field sales teams, manages business reviews and proposals, and represents partnerships at industry events. The role also defines advanced analytics for ROI, sales qualification, opportunity progression, and proposal development. Requires strong commercial, technical, relationship-building, communication, and cross-functional collaboration skills.

Coordinates administration and servicing for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. Manages client requests, issue resolution, account setup, documentation, compliance reviews, fees, cash movement, and service events. Supports advisors with account acceptance, discretionary requests, and client presentations. Improves service processes, mentors junior employees, and may supervise daily operational activities.

Manages strategic customer accounts to achieve revenue, margin, and profitability goals. Builds relationships with customers and suppliers, identifies business needs, develops joint execution plans, conducts business reviews, monitors pipelines and performance metrics, and aligns technology solutions and partner programs to drive growth. Leads customer planning, negotiations, opportunity prioritization, and account strategy while serving as the primary customer contact.

Develop and execute go-to-market strategies, build relationships with healthcare referral sources, and expand market penetration. Conduct frequent in-person meetings with patients, parents, providers, and community partners; lead educational presentations and networking events; gather market feedback; and collaborate with marketing, product, client success, and legal teams to achieve growth goals.

Manages and expands hotel partner accounts for Priceline and Agoda by negotiating partnerships, optimizing pricing, availability, content, and revenue performance. Analyzes market and competitor data, identifies growth opportunities, onboards hotels, presents strategic recommendations, trains partners, and collaborates internally on market initiatives. Represents the companies in assigned markets and travels up to 30% for partner visits and team meetings.

Lead client relationships and account growth for Software & Internet clients across the Americas. Oversee portfolio performance, forecasting, margin targets, pipeline hygiene, pursuit approvals, and master service agreements. Mentor account team, manage escalations, run client business reviews, and identify opportunities for new or expanded services to increase share of wallet.

Manage a book of employee-benefits accounts as primary client contact, coordinate renewals and enrollments, advise on cost-saving benefit strategies, delegate to service teams, assist with 5500 filings, grow accounts via cross-sell, and provide leadership and proactive client communications.

Own and grow strategic enterprise accounts by driving revenue expansion, renewals, margin improvement, pricing negotiations, and service performance. Serve as the primary customer contact, manage escalations, run QBRs, track account health, build multi-threaded relationships, and coordinate EDI/API integrations. The role partners across sales, operations, and customer experience to improve retention, customer satisfaction, and account profitability.