At a Glance
- Tasks: Manage strategic client relationships and drive revenue growth for top-tier accounts.
- Company: Join a leading firm in the dynamic private markets industry.
- Benefits: Flexible working, career development opportunities, and a supportive team culture.
- Other info: Inclusive culture that values diverse talent and supports career growth.
- Why this job: Be a trusted advisor and make a real impact on high-value client accounts.
- Qualifications: Experience in managing enterprise accounts and strong negotiation skills required.
The predicted salary is between 50000 - 55000 £ per year.
The Senior Relationship Manager owns the end-to-end client lifecycle for PEI’s most strategic, highest-value accounts. It is accountable for long-term relationship strategy, senior stakeholder engagement, retention and new revenue growth across the portfolio, acting as the clients' trusted advisor and internal executive sponsors across products, brands and geographies.
Strategic Relationship Ownership
- Own multi-year strategic account plans for a portfolio of top-tier clients, aligned to each client's business objectives and investment priorities.
- Build senior and C-level relationships across the client organization, reaching beyond day-to-day users to economic buyers.
- Act as executive sponsor and primary escalation point across the full client lifecycle.
- Lead executive business reviews, demonstrating ROI against agreed success criteria.
- Drive enterprise-wide adoption, utilization and embedded workflows across the client's teams.
Renewal & Commercial Leadership
- Own end-to-end renewal strategy across the portfolio, with full accountability for retention, net revenue retention and portfolio growth targets.
- Lead complex, multi-stakeholder negotiations including multi-year agreements and co-termination structures.
- Set pricing and packaging strategy for the portfolio in line with commercial policy and rate card, balancing client value with revenue outcomes.
- Convert Client Engagement usage and satisfaction insight into renewal strategy.
Expansion & Growth
- Identify and develop whitespace across products, brands and geographies, converting single-product relationships into enterprise partnerships.
- Lead cross-sell and upsell strategy in collaboration with Client Sales Executives and BDRs, sequencing motions around renewal timing.
- Sponsor the transition of significant new logos into long-term strategic relationships.
- Feed client intelligence to Marketing and Product to shape propositions and roadmap priorities.
Leadership & Collaboration
- Mentor and coach Account Managers, sharing best practice on account planning, negotiation and relationship development.
- Chair account planning sessions, orchestrating Sales, BDRs, Client Engagement and Marketing around the account strategy.
Data & Insights
- Own retention risk management for the portfolio using account health metrics, usage data and NPS feedback.
- Provide senior-level forecast accuracy on renewals, expansion and risk across the portfolio.
- Identify churn risk early and lead intervention strategies, mobilizing senior stakeholders to resolve.
About You
Qualification & Experience
- Proven track record managing strategic, enterprise accounts with strong focus on retention and expansion.
- Demonstrated success leading complex negotiations and multi-year contract structures.
- Experience managing portfolio of accounts with accountability for net revenue retention.
- Strong track record of C-level and executive engagement.
- Demonstrated ability to mentor and develop sales teams.
- Proven success in account planning and strategic business review execution.
- An interest in Private Markets and enthusiasm to learn more about the industry.
Technical Skills
- Advanced negotiation and pricing strategy skills.
- Proficiency in account planning, mapping and relationship development.
- Ability to analyze usage data, account health metrics and NPS to drive strategy.
- Financial acumen and ability to manage P&L for assigned portfolio.
- Proficiency with CRM platforms and data management (Dynamics 365 preferred).
Personal Attributes
- Strategic thinker: ability to develop long-term account strategies aligned with business objectives and market dynamics.
- Executive presence: confidence and poise when engaging with C-level and senior stakeholders.
- Strong leadership and coaching abilities: demonstrated success mentoring and developing teams.
- Excellent communication and relationship-building skills across all levels of an organization.
- Results-oriented with focus on driving measurable commercial outcomes.
- Resilient and adaptable: ability to manage complex stakeholder dynamics and navigate organizational changes.
- Collaborative: ability to work cross-functionally with Sales, Client Engagement, Marketing and Product teams.
- High degree of personal accountability and commitment to client success.
About Us
PEI sits at the centre of one of the most dynamic industries in global finance. Private markets have grown from a niche corner of the investment world into an industry with $15 trillion AUM, spanning dozens of strategies, hundreds of geographies and thousands of funds. The professionals navigating it rely on us to make sharper decisions. Today, PEI operates a range of platforms, each dedicated to a major asset class or investment theme; from private equity and infrastructure to real estate, private credit and beyond.
What makes us genuinely different is what we bring together: data-enabled tools, data-enriched insight, built on powerful proprietary datasets, editorial insights based on deep market knowledge and experience, and the networks and communities that convene the people who move and manage capital. No other business is this well connected. This shapes everything we build, every hire we make, and every decision we take.
Our 500+ team spans Europe, APAC and the Americas – researchers, journalists, data scientists, product engineers, events professionals, marketers and commercial specialists – all working to give private markets professionals the intelligence edge they need. Central to everything we do is our people. We’ve built a culture where talent grows, careers are built with intention, and everyone has the opportunity to learn, grow, and make their mark. At PEI we value diverse talent and welcome applications from everyone – regardless of background. We are an equal opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this. PEI Group supports flexible working arrangements, and we welcome career returners.
Senior Relationship Manager employer: PEI Group
PEI Group is an excellent employer that values diversity and fosters a collaborative work culture in the heart of London. With a strong emphasis on employee growth, we offer opportunities for professional development and training, ensuring that our team members excel in their roles while contributing to the integrity of our data products. Join us to be part of a dynamic environment where your attention to detail and commitment to quality will be recognised and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Relationship Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like PEI Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Relationship Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to PEI Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on PEI Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at PEI Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with PEI Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at PEI Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former PEI Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
