Senior Account Director - Wealth Management (Remote) at J.D. Power

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Title: Performance Improvement Solutions Sales, Director – Financial Services

Location: Remote US

Reports to: Sr. Director, North American Sales, Global Financial Services Practice


The Impact:  This agent of change will be a positive force within top organizations and for the industry more broadly  In this senior role, you will orchestrate improvement efforts instrumental to firms competing effectively in a rapidly evolving wealth management industry.  Your entrepreneurial spirit will be encouraged and you will have the opportunity to achieve exceptional results as part of a collaborative and high energy team.

The Role: 

The preferred candidate will collaborate with J.D. Power team members and clients to drive performance improvement solutions at leading financial services institutions. As a trusted advisor to top executives the successful candidate will be a dynamic force for change serving to identify mission critical issues and deliver solutions that make a meaningful difference for our clients and the industry. In this role you will have business development responsibility for the Global Financial Services Practice with a focus on key strategic banking and credit card issuer accounts primarily based in the US.

This role will work closely with account executives and the Financial Services Practice team in the development of a robust pipeline of opportunities. The Financial Services practice encompasses Banking, Credit Cards, Wealth Management, Home Lending, Real Estate and Auto Finance.


  • Generates revenue by selling to Strategic account customers and key accounts in the Financial Services industry.
  • Builds and maintains senior level (VP, SVP and EVP) including C-Level relationships (CMO, Chief Customer Officer, etc.) 
  • Maintains deep knowledge of the Financial Services industry and awareness of market trends.
  • Maintains deep understanding of client strategies and can map JDPA products and solutions to client needs to grow revenues and strengthen relationships.
  • Takes initiative with Practice/Sales/PMO within JDPA to leverage resources required to maintain successful relationships with clients.
  • Manages and maintains a robust, accurate and timely opportunity pipeline in support revenue goals.
  • Creates territory and account plans to meet goal based on portfolio of clients.
  • Documents and advances opportunity activity weekly inside CRM system.
  • Significantly contributes to business development and revenue generating opportunities.
  • Comfortable with Travel 30%-50% 


  • 10 + years in consultative selling with a proven track record of business development success.
  • Client or supplier side experience with sales and market research as applicable within Financial Services field
  • Bachelor’s Degree
  • Ability to build rapport and relationships a requirement.
  • Strong presentation/public speaking skills.


The Career Opportunity:

For the qualified candidate, this position affords the opportunity to leverage their experience in consumer research, customer experience management, consulting and sales to manage a high-profile set of banking clients. 


The Team / The Business:

Joining a successful team of consultative sales professionals, research scientists, sales support specialists, project managers. J.D. Power is the market leader in voice of the customer market data research. A brand recognized around the world.


Our Hiring Manager says:

“I am looking for a Financial Services professional who can navigate a client’s corporate hierarchy from researchers to the C-suite and represent the J.D. Power brand as a partner with insight into how to improve their business leveraging voice of the customer, best practices, customer experience design and technology tools. Looking for a self-starter, creative with a positive attitude, that can add depth to our team and value to our customer base.  Finally, someone who has worked in the Banking and/or Credit Card industry and is conversant in the business practices and terminology associated with this niche of Financial Services.”

J.D. Power is a global leader in consumer insights, advisory services and data and analytics. A pioneer in the use of big data, artificial intelligence (AI) and algorithmic modeling capabilities to understand consumer behavior, J.D. Power has been delivering incisive industry intelligence on customer interactions with brands and products for more than 50 years. The world's leading businesses across major industries rely on J.D. Power to guide their customer-facing strategies. 

Company Mission 

J.D. Power is clear about what we do to ensure our success into the future. We unite industry leading data and insights with world-class technology to solve our clients’ toughest challenges.  

Our Values 

At J.D. Power, we strive to be Truth Finders, Change Makers and Team Driven - the distinct behaviors that, together, define our unique culture.  

Truth Finders - At J.D. Power, we are proud of the unbiased data and findings we provide. As individuals, each and every member of our team is dedicated to living this same objectivity and embodying the highest ethical and professional standards – the only ‘favorite’ we have is the truth.  

Change Makers - At J.D. Power, we never stand still. We constantly seek better ways – innovating and evolving in everything we do to support our colleagues and our clients alike – and all in service of delivering data and insights that drive meaningful business impact.  

Team Driven - At J.D. Power, we are one team and we are activated. Regardless of individual role, every member of our team is dedicated to supporting their immediate colleagues and our broader J.D. Power family to deliver on our collective purpose and make us greater than the sum of our parts. At J.D. Power, these values are more than words. We bring these values to life throughout our organization through our employee event series — J.D. Power Values Days. Each quarter, we celebrate one of our core values and hold an annual event to celebrate our combined values at the end of the year. 

We are dedicated to leveraging comprehensive and equitable practices which contribute to the overall success of the company and its employees. We invite you to learn more about our DE&I efforts.  


To all recruitment agencies: J.D. Power does not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes. 


For Internal Use: #LI-SK1 #LI-Remote

More Information on J.D. Power
J.D. Power operates in the Automotive industry. The company is located in Troy, MI and Troy, MI. J.D. Power was founded in 1968. It has 1240 total employees. It offers perks and benefits such as Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits, Life Insurance and Mental Health Benefits. To see all 79 open jobs at J.D. Power, click here.
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