Strategic Wealth Account Manager

at  CFRA Research

A Strategic Account Manager plays a critical role managing accounts that are key to the future success of the company. In this role you will ensure that clients derive the maximum value from CFRA’s service by developing and implementing customized engagement strategies. The Account Management team works with the Sales, Research, Product, Marketing and Sales Operations Teams to develop an in-depth understanding of each client’s requirements and tailors’ solutions using CFRA content, products, and expertise to meet the client’s needs.

Qualifications

• Manage key wealth management accounts
• Achieve assigned strategic account objectives.
• Establish strong, long-term client relationships.
• Engage with major clients regularly and respond to specific queries.
• Suggest solutions and innovative ideas to meet client needs.
• Handle concerns and problems efficiently and effectively.
• Act as the liaison between key customers and internal teams.
• Monitor the health of accounts and provide timely and accurate forecasting.

Skills, Knowledge and Expertise

• At least 5 years’ worth of experience as a Strategic Account Manager, Key Account Manager or within a Strategic Sales role in the financial services industry, preferably wealth management
• Hands-on experience with CRM and Account Management systems (preferably Salesforce)
• Collaborative work ethic
• Understanding of sales performance metrics.
• Excellent communication and interpersonal skills with a strong client relationship aptitude.
• Strong negotiation skills with a problem-solving attitude.
• Demonstrated commitment to customer service
• Previous experience in a Research environment is highly preferred.
• Availability to travel as needed.

Benefits

• 20 days of Vacation
• 8 Sick Days
• 1 paid volunteer day
• 10-11 Holidays a year
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance
• Competitive Pay
• Annual Performance Bonus

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
About CFRA
CFRA is a leading independent investment insights and data analytics company. Through an unmatched multidisciplinary approach to investment research, including expert lenses on forensic accounting, fundamental, policy, legal, fund, and technical research, CFRA provides actionable analytics to make better investment and business decisions. CFRA is results-oriented, we place an unwavering priority on the quality of our research, from the productivity and performance of our analysts to the success of our client relationships. Over 2,000 clients rely on CFRA’s proprietary research conducted by experts who uniquely analyze industries, funds and companies of interest with our time-tested and rigorous research methodology.
On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients.
The combined firm is committed to being the world’s leading independent investment research firm with ~90 global analysts, authoring in-depth qualitative research on 1,600+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 73 Industries, 19,000+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.
Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. However, our mission remains to be the “center” for our global clients by providing independent, differentiated, and actionable analysis to help you make better investment and business decisions.
Our clients are based in the US, Europe, Middle East, Asia, and Australia representing thousands of investment professionals and risk managers at leading hedge funds, mutual funds, pension managers, insurance companies, private equity, investment advisors, banks, regulators, corporations, and professional service organizations.

Please refer the Job description for details