Account Manager, Partner Strategy, Insurance and Asset Management

Please Note: This role requires the ability to work on site 3 days per week per company policy.

The annual salary range for this role is $135,000-$150,000 in New York.

The World Economic Forum is an international organization that brings together leaders from business, government, academia, and civil society to build industry, regional and global agendas, address systemic issues, and improve the state of the world.

The Global Industries Team is responsible for building and managing the Forum 20+ global Industry Communities and for the strategic engagement of Forum Partners from North America and Europe across Industry Communities, the 10 Forum Centres and our Forum events. 

Why we are Recruiting

We are currently searching for a Partner Lead (account manager), who will focus on building and reinforcing strategic relationships and interactions with senior executives from Forum Partner companies in the Insurance and Asset Management space.

Responsibilities include:

• Building and maintaining executive-level relationship (account/relationship management) with key executives from CEO, C-suite/Ex. Com., to Executive Contacts
• Developing in-depth understanding of Partners’ strategies and priorities
• Developing strategic approaches to partner engagement with the Forum based on a deep understanding of the Partner’s priorities and industry trends
• Ensuring retention by developing tailored engagement plans for Partners to address their priorities and deepen their engagement in the most relevant Forum activities
• Onboard Senior Executives from Partner companies into the Forum ecosystem and relevant engagements
• Visiting Partners on a recurrent basis to discuss their priorities, building their agendas
• Ensuring all Partner interactions are accurately documented in Salesforce and that all relevant internal stakeholders are notified about any actions to be taken to ensure effective Partner engagement
• Monitoring Partner news and health, and quality and depth of engagement across Industries, Centres and Forum events (on a recurrent basis) to identify risks for engagement; communicating detected risks and taking preventive measures to address them by mobilizing the relevant teams as needed
• Translating opportunities for expanded Partner engagement into upgrades
• Managing Partners’ and prospective Partners’ approach, preparation and on-site participation in Forum events
• Ensure smooth offboarding of Partners, when required.

To be successful, a Partner Lead (account manager) should:

• Build strategic relationships with senior executives to develop and tailor Partner engagement plans based on their business priorities and relevant trends for the Insurance and Asset Management sectors.
• Have strong interpersonal skills and the ability to build strong professional connections with key stakeholders in companies
• Demonstrate an ability to listen to partners and quickly ascertain customer needs and aspirations
• Maintain a deep understanding of the Insurance and Asset Management sectors and the forces influencing it in various geographies
• Genuinely care about the mission of partner companies and be able to strategically align that mission with that of the World Economic Forum, when possible
• Be very well organized and capable of keeping track of the needs and points of interaction between the partners and WEF stakeholders
• Monitor and proactively manage Partner engagement metrics and resulting actions to ensure retention
• Ensure Salesforce is used to its full capacity and that Partner information is duly documented and available to all and used to deepen Partner relationships with the Forum
• Ensure a ‘One-Forum’ approach by working close with all internal stakeholders and relevant teams to guarantee an optimal Partner engagement experience.

Preferred Requirements and Experience:

• Bachelor’s degree or equivalent
• 7+ years of relevant professional experience
• Proven experience engaging with business leaders at senior executive level, to understand business strategy and to translate business requirements into concrete business solution proposals
• Proven track record and ability to steer conversations and influence engagement a