Account Manager, Wealth

Symphony Communication Services; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A communication technology firm is seeking a talented Account Manager in Wealth Management to oversee and develop its client base in the UK. The role involves managing strategic accounts, building client relationships, and achieving revenue growth targets. The ideal candidate will have over 5 years of experience in account management, strong knowledge of financial technology, and excellent negotiation skills. This position also offers a competitive salary, commission plan, and a range of benefits.

Benefits

Competitive Salary

Sales Commission Plan

Build your own Benefits (BYOB) perk

Qualifications

• 5 years of proven experience in a senior Account Management role managing large or strategic accounts.
• Demonstrated experience as a high-performing account manager exceeding revenue and retention quotas.
• Deep knowledge of the Fintech Capital Markets or Enterprise SaaS sector is essential.

Responsibilities

• Ensure client retention and build long-term relationships.
• Expand existing Accounts and up-sell premium services.
• Forecast account management targets to meet company budget.

Skills

Business Development

Sales Experience

Wealth Management

Financial Services

Organizational skills

Investment Experience

Education

Bachelor's degree in Business, Finance or related field

Tools

Salesforce

Job description

About us @Symphony

Weve spent the last 10 years building a communication and markets technology company powered by interconnected platforms : messaging voice directory and analytics. Over 1000 institutions use our modular technology built for global finance. Security is in our DNA with uncompromising data protection end-to-end encryption and resilient architecture all created on a foundation of trust with our customers.

But that was only chapter one. We're now building on our purpose‑built network expanding AI‑powered real‑time collaboration redefining flexibility with fully cloud‑native software with our trader voice product and rethinking the industrys approach to identity verification connection and intelligence.

The opportunity and our ambition are huge. But we need passionate dedicated individuals to get there. At Symphony we work hard and fast. Our unique blend of technology and financial services makes it an environment you wont get elsewhere.

Job Summary

Symphony is seeking a talented Account Manager in Wealth Management to oversee and develop existing client base by analyzing account potential initiating developing up‑selling cross‑selling and recommending new applications and strategies.

This role requires a self‑starter who excels at building deep client relationships driving strategic platform adoption and achieving significant revenue growth targets (renewals and expansion). The ideal candidate will combine strong financial technology knowledge with exceptional relationship management and sales skills.

Key Responsibilities

• Ensure client retention (develop loyalty and build long‑term relationships by facilitating any further needs Symphony can provide them with)
• Expand existing Accounts (Increasing penetration within an enterprise)
• Up‑sell premium services (Increasing package offering selected by enterprise) and managing client relationships effectively
• Contribute information to sales strategies by evaluating current product results; identifying needs to be filled; monitoring competitive products; analyzing and relaying customer reactions
• Communicate new services information or changes relevant to the client
• Enhance department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job
• Forecast account management targets and align account forecasting metrics with new sales to meet company budget
• Develop and continuously refine effective processes for account management department

Qualifications

Required

• 5 years of proven experience in a senior Account Management Client Success or Enterprise Sales role specifically managing large or strategic accounts.
• Demonstrated experience as a high‑performing account manager with a track record of exceeding revenue and retention quotas.
• Deep knowledge of the Fintech Capital Markets or Enterprise SaaS sector is essential with an ability to speak fluently about financial technology and workflows.
• Strong business acumen with excellent presentation negotiation and contract management skills.
• Proficient in using CRM software (e.g. Salesforce) for forecasting tracking client activity and managing the renewal cycle.

Preferred

• Specific experience with communication platforms secure messaging or collaborative workflow solutions within the financial services industry.
• Bachelors degree in Business Finance or a related field.
• Experience selling into complex regulated institutional environments (e.g. Tier 1 Banks Asset Managers).

Compensation

• Competitive Salary
• Sales Commission Plan
• Benefits and Perks vary based on location.

Benefits and Perks

• Regional specific competitive benefits
• Build your own Benefits (BYOB) perk
• Many other fun and exciting benefits and activities!

Key Skills

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Organizational skills
• Investment Experience
• Banking
• Securities Law
• Financial Planning
• Wills

Employment Type

Full Time

Vacancy

1

EEO Statement

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment.