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.
Thi 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.
Responsibilities
• 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.
Experience and skills
• You have five or more years of experience in an account management role, ideally within financial services or data.
• 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.
• You are confident using Salesforce to manage pipelines, track metrics, and record client activity.
• You have knowledge of UK Platform, Advisory, or Life and Pensions markets, enabling you to add immediate value.
FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence!
At FE fundinfo, we foster a culture of collaboration, curiosity, and continuous learning. We operate with a hybrid working model, giving you the flexibility to balance focused home working with in-person connection in our London office. You'll be part of a team that genuinely cares about client outcomes and each other — with regular team events, internal knowledge-sharing sessions, and sponsored development opportunities to help you grow throughout your career.
Benefits
• 25 days of annual leave with the option to buy an extra 5 days each year.
• Benefit from enhanced paternity, maternity, and shared parental leave.
• Secure your future with our pension scheme.
• Advance your career with sponsored learning and development, including formal qualifications.
• Private medical insurance as employee wellbeing matters
• Stay fit with discounted gym memberships.
• Take advantage of the Bike to Work scheme for eco-friendly commuting.
• Keep your eyes sharp with eye care and flu jab services.
Apply now and we'll aim to get back to you with feedback within 5 working days.
Skills Required
- Five or more years of experience in account management
- Experience creating and managing strategic account plans across enterprise or key accounts
- Experience presenting and influencing at all levels, including C-level stakeholders
- Confident use of Salesforce for pipeline management, metrics tracking, and client activity records
- Knowledge of UK Platform, Advisory, or Life and Pensions markets
- Experience in financial services or data
What We Do
FE fundinfo is a leading financial data company connecting asset managers to distributors in the UK, Europe and Asia Pacific. Through our data and intelligence, we empower the investment management industry to drive asset growth, reduce operational costs and manage risk, reducing time to market via preferred distribution channels. Our solutions help our customers manage risk, enhance operational efficiency and drive returns for their investors.
