At a Glance
- Tasks: Manage and grow a £1m+ client portfolio in the financial advice sector.
- Company: Join a dynamic tech company focused on wealth management.
- Benefits: Competitive salary, career growth, and collaborative work environment.
- Other info: Opportunity to collaborate with diverse teams and contribute to best practices.
- Why this job: Make a real impact by driving revenue growth and building lasting client relationships.
- Qualifications: 5+ years in account management with a focus on B2B SaaS or fintech.
The predicted salary is between 45000 - 55000 £ per year.
Senior Account Manager
About the Role
An exciting opportunity has arisen for an experienced Senior Account Manager to join a growing technology business serving the financial advice and wealth management sector.
This is a commercially focused, client-facing role with responsibility for managing and growing an established portfolio of clients worth approximately £1m+ in annual recurring revenue (ARR).
The successful candidate will take ownership of client retention, account development, renewals, pricing negotiations, upselling and cross‑selling, with a clear focus on driving net revenue growth.
Working closely with Customer Success, Support, Operations and Sales teams, you will identify opportunities to increase product adoption, strengthen client relationships and maximise account value.
This role would suit a commercially driven account management professional who enjoys building long‑term relationships while delivering measurable revenue growth.
Key Responsibilities
- Own and develop an established portfolio of client accounts worth approximately £1m+ in annual recurring revenue.
- Drive account growth through upselling, cross‑selling, increased product adoption and expansion into new services.
- Manage contract renewals and pricing negotiations, protecting existing revenue while improving commercial terms.
- Identify at‑risk accounts and lead retention initiatives in collaboration with Customer Success, Support and Operations teams.
- Develop tailored account management strategies based on client value, growth potential and business priorities.
- Build strategic account plans, map key stakeholders and identify opportunities to expand relationships.
- Lead account reviews and business discussions, translating client feedback and performance insights into commercial opportunities.
- Identify referral opportunities and warm introductions, working collaboratively with the Sales team to generate new business.
- Maintain accurate CRM records, manage account forecasts and report on renewal and expansion revenue.
- Share client feedback and product development opportunities with internal teams.
- Contribute to the development of account management processes, best practices and future team growth.
About You
To be successful in this role, you will have
- At least five years of experience in account management, ideally within B2B Saa S, fintech or a technology‑led business.
- Proven experience managing a portfolio of at least £1 million in recurring revenue, with responsibility for retention and growth targets.
- A strong track record of driving revenue through upselling, cross‑selling, renewals and account expansion.
- Experience building trusted relationships with C‑suite executives, business owners and senior decision‑makers.
- Confidence leading commercial discussions involving pricing, contract terms, renewals and negotiations.
- Strong commercial awareness, analytical skills and the ability to use CRM and customer data to prioritise opportunities and forecast revenue.
- Excellent communication, relationship management and stakeholder engagement skills.
- The ability to collaborate effectively with Customer Success, Support, Operations and Sales teams.
- A proactive, organised and commercially minded approach, with a strong focus on measurable outcomes.
Experience in wealth management, financial advice or another regulated industry would be advantageous but is not essential.
Senior Account Manager - Financial Advisers in London employer: RMK Talent
RMK Talent provides a unique opportunity to work closely with ultra-high-net-worth clients and family offices, focusing on tailored wealth solutions. The company fosters a collaborative and client-focused culture, making it an attractive employer for professionals in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Account Manager - Financial Advisers in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like RMK Talent. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from RMK Talent.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like RMK Talent. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Account Manager - Financial Advisers in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in RMK Talent and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show RMK Talent how you can be a team player!
How to prepare for a job interview at RMK Talent
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with RMK Talent.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with RMK Talent's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
