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New York Licensed Account Leader

8/23/2025

Remote

Job Summary

A company is looking for an Account Leader/Senior Director to oversee client transitions and transaction management support.

Key Responsibilities
  • Lead transaction management account transitions and special projects as the primary contact for Account Teams and clients
  • Set and drive project objectives, ensuring timely completion of transition milestones and managing escalations
  • Develop transition budgets, oversee Go Live strategies, and lead project closeout processes while ensuring client satisfaction
Required Qualifications
  • Bachelor's degree in Finance, Real Estate, Business Administration, or related field; MBA preferred
  • Real Estate License required
  • Minimum 10 years of transaction management experience, preferably with financial or retail clients
  • Proven expertise in process development and change management leadership
  • Experience in project management and leading teams through transitions

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