Jacob Guggenheimer
Account Manager - Sell Side
- Role
- Senior Relationship Manager at S&P Global
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jacob Guggenheimer
As a Senior Relationship Manager at S&P Global, I serve as a strategic partner to some of the world’s largest global investment banks, managing key relationships across their enterprise. I work closely with end-users of the Capital IQ and Capital IQ Pro platforms to identify opportunities for workflow optimization, drive platform adoption, and introduce innovative tools tailored to evolving business needs.My role centers on delivering value through: • Strategic account coverage of global financial institutions, aligning S&P Global’s solutions with client priorities across research, investment banking, and capital markets teams • Consultative engagement with users to uncover pain points, recommend workflow enhancements, and deliver measurable efficiency gains • Product evangelism, introducing new platform features and data solutions to both long-standing clients and newly developed teams • Cross-functional collaboration with internal product, sales, and customer success teams to ensure client satisfaction and long-term partnership growthIn addition to my professional role, I’m currently pursuing my MBA at Stony Brook University, further deepening my expertise in strategy, finance, and leadership to better serve clients in an ever-evolving financial landscape
Experience
Senior Relationship Manager
Jan 2025 — Present · NY, US
Education
McGill University
Bachelor of Arts (B.A.), Economics
2016 — 2019
Stony Brook University College of Business
Master of Business Administration - MBA, Business Administration and Management, General
Great Neck North High School
High School Diploma
2012 — 2016
Columbia University
Certificate, Sports Industry Essentials
2019 — 2019
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