Key Account Manager - Wealth

FE fundinfo; Greater London; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

25 days annual leave

Pension scheme

Private medical insurance

Sponsored learning and development

Cycle to work scheme

Eye care & flu jabs

Gym memberships

Team events

Job summary

FE fundinfo is seeking a Key Account Manager – Wealth to serve as the trusted contact for a portfolio of UK wealth clients. You will drive strategic account plans, deepen relationships, and identify growth opportunities across the investment data landscape.

You will work within a high-performing, internationally connected commercial team and benefit from access to FE fundinfo’s leading data and technology. The role offers a hybrid working model with London office collaboration and remote work

Qualifications

• Five+ years in an account management role, ideally in financial services or data.
• Track record of creating and managing strategic account plans across enterprise/key accounts.
• Experience presenting to and influencing at senior levels, including C-suite.

Responsibilities

• Serve as the primary relationship contact for a portfolio of key wealth client accounts across the UK.
• Lead quarterly business reviews with larger accounts and maintain regular stakeholder contact.
• Identify and qualify cross-sell opportunities; manage a robust pipeline in Salesforce.
• Negotiate contract renewals and manage end-to-end renewal processes.
• Provide structured feedback to cross-functional teams to meet client needs and log in CRM.

Skills

Account management

Strategic account planning

C-level stakeholder engagement

Salesforce

Tools

Salesforce

Job description

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 Pensions markets, enabling you to add immediate value.

FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence!

At FE fundinfo, we foster a culture of collaboration, curiosity, and continuous learning. We operate with a hybrid working model, giving you the flexibility to balance focused home working with in-person connection in our London office. You'll be part of a team that genuinely cares about client outcomes and each other — with regular team events, internal knowledge-sharing sessions, and sponsored development opportunities to help you grow throughout your career.

Benefits

• 25 days of annual leave with the option to buy an extra 5 days each year.
• Benefit from enhanced paternity, maternity, and shared parental leave.
• Secure your future with our pension scheme.
• Advance your career with sponsored learning and development, including formal qualifications.
• Private medical insurance as employee wellbeing matters
• Stay fit with discounted gym memberships.
• Take advantage of the Bike to Work scheme for eco-friendly commuting.
• Keep your eyes sharp with eye care and flu jab services.