Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead key accounts and develop tailored strategies for client success.
- Company: Join CFRA, a leader in financial services, driving client engagement and satisfaction.
- Benefits: Enjoy competitive pay, health insurance, performance bonuses, and generous PTO.
- Why this job: Be part of a dynamic team that values innovation and strong client relationships.
- Qualifications: 5+ years in account management within financial services; CRM experience preferred.
- Other info: Opportunity to travel and engage with major clients regularly.
The predicted salary is between 72000 - 108000 £ per year.
A Senior Vice President, 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 tailor solutions using CFRA content, products, and expertise to meet the client’s needs.
Key Responsibilities
- Manage key wealth management accounts in designated region
- 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
- Sick Days
- PTO
- Holiday Pay
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Performance Bonus
- Pension
Senior Vice President, Account Manager employer: CFRA Research
Contact Detail:
CFRA Research Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Vice President, Account Manager
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience in wealth management. Attend industry events or webinars to connect with potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends and challenges in account management within the financial sector. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the industry and its clients.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed key accounts in the past. Highlight your ability to develop tailored solutions and maintain strong client relationships, as these are crucial for the role.
✨Tip Number 4
Showcase your familiarity with CRM systems, particularly Salesforce, during conversations. Being able to discuss your hands-on experience with these tools will set you apart from other candidates and demonstrate your readiness for the role.
We think you need these skills to ace Senior Vice President, Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in account management, particularly in the financial services industry. Emphasise your achievements in managing key accounts and any specific metrics that demonstrate your success.
Craft a Compelling Cover Letter: In your cover letter, address how your skills align with the responsibilities of the Senior Vice President, Account Manager role. Mention your experience with CRM systems like Salesforce and your ability to build strong client relationships.
Showcase Problem-Solving Skills: Provide examples in your application of how you've effectively handled client concerns and developed innovative solutions. This will demonstrate your problem-solving attitude and commitment to customer service.
Highlight Collaborative Experience: Since the role involves working closely with various teams, mention any past experiences where you collaborated with sales, research, or marketing teams. This will show your ability to work in a team-oriented environment.
How to prepare for a job interview at CFRA Research
✨Showcase Your Experience
Make sure to highlight your relevant experience in strategic account management, especially within the financial services sector. Be prepared to discuss specific examples of how you've successfully managed key accounts and achieved strategic objectives.
✨Demonstrate Client Relationship Skills
Since this role requires strong client relationships, be ready to share stories that illustrate your ability to build and maintain long-term partnerships. Discuss how you engage with clients and respond to their needs effectively.
✨Familiarise Yourself with CFRA's Services
Research CFRA's offerings and think about how you can tailor solutions for clients using their products and expertise. This will show your proactive approach and understanding of the company's value proposition.
✨Prepare for Problem-Solving Scenarios
Expect questions that assess your problem-solving skills and negotiation abilities. Prepare examples where you've successfully handled client concerns or challenges, demonstrating your commitment to customer service.
