Key Account Manager (Wealth)

• Join FE fundinfo as a Key Account Manager – Wealth and become the trusted face of a global financial data leader, building meaningful partnerships with some of the UK’s most significant wealth clients
• This opportunity will put you at the heart of a high-performing, internationally connected commercial team. You will own a portfolio of key accounts and have the scope to make a genuine impact — deepening client relationships, uncovering growth opportunities, and helping clients navigate the investment industry with confidence. With access to FE fundinfo’s industry-leading data and technology, and a collaborative team of subject-matter experts behind you, you’ll be well positioned to develop your expertise and grow your professional profile in the wealth sector
• Serving as the primary relationship contact for a portfolio of key wealth client accounts across the UK
• Managing and executing strategic account plans to retain, grow, and upsell across your client portfolio
• Leading quarterly business reviews with larger accounts and maintaining regular contact with key stakeholders
• Identifying and qualifying cross-sell opportunities and maintaining an accurate pipeline in Salesforce
• Negotiating contract renewals and managing the end-to-end renewal process on an ongoing basis
• Providing structured feedback to internal cross-functional teams to ensure client needs are met and recorded in CRM

Benefits

• Training & Career Development
• Health & Wellbeing Initiatives
• Versatile Working Principles - we value in-person time with our colleagues, yet understand the benefits working from home can bring
• Community Impact - our charity initiatives respond to local causes that resonate with our employees
• FE fundinfo’s Community Day gives each of our employees the opportunity to dedicate a day of work time to a meaningful cause- You are confident using Salesforce to manage pipelines, track metrics, and record client activity
• You have five or more years of experience in an account management role, ideally within financial services or data
• You have knowledge of UK Platform, Advisory, or Life and Pensions markets, enabling you to add immediate value
• You have a track record of creating and managing strategic account plans across a portfolio of enterprise or key accounts
• You have experience presenting and influencing credibly at all levels, including C-level stakeholders