Key Account Manager - Wealth

Join FE fundinfo as a Key Account Manager – Wealth and become the trusted face of a global financial data leader, building meaningful partnerships with some of the UK’s most significant wealth clients.

Thi opportunity will put you at the heart of a high-performing, internationally connected commercial team. You will own a portfolio of key accounts and have the scope to make a genuine impact — deepening client relationships, uncovering growth opportunities, and helping clients navigate the investment industry with confidence.

With access to FE fundinfo’s industry-leading data and technology, and a collaborative team of subject-matter experts behind you, you’ll be well positioned to develop your expertise and grow your professional profile in the wealth sector.

Responsibilities

• Serving as the primary relationship contact for a portfolio of key wealth client accounts across the UK.

• Managing and executing strategic account plans to retain, grow, and upsell across your client portfolio.

• Leading quarterly business reviews with larger accounts and maintaining regular contact with key stakeholders.

• Identifying and qualifying cross-sell opportunities and maintaining an accurate pipeline in Salesforce.

• Negotiating contract renewals and managing the end-to-end renewal process on an ongoing basis.

• Providing structured feedback to internal cross-functional teams to ensure client needs are met and recorded in CRM.

Experience and skills

• You have five or more years of experience in an account management role, ideally within financial services or data.

• You have a track record of creating and managing strategic account plans across a portfolio of enterprise or key accounts.

• You have experience presenting and influencing credibly at all levels, including C-level stakeholders.

• You are confident using Salesforce to manage pipelines, track metrics, and record client activity.

• You have knowledge of UK Platform, Advisory, or Life and Pe