Wealth Key Account Manager - Hybrid (UK)

FE Fundinfo Group; Greater London; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Annual leave 25 days (+5)

Parental leave

Pension

Learning & development

Private medical insurance

Gym membership

Bike to Work

Eye care & flu shots

Job summary

FE fundinfo is seeking a Key Account Manager – Wealth to act as the trusted partner for our UK wealth clients. You will own a portfolio of key accounts, deepen relationships, and identify growth opportunities, supported by FE fundinfo's data and technology in a collaborative, international team.

This hybrid London-based role offers the chance to influence contracts, run quarterly reviews, and coordinate with cross-functional colleagues to deliver outstanding client outcomes.

Qualifications

• Five or more years of experience in an account management role, ideally within financial services or data.
• Track record of creating and managing strategic account plans across enterprise or key accounts.
• Experience presenting and influencing credibly at all levels, including C-level stakeholders.

Responsibilities

• Serve as the primary relationship contact for a portfolio of key wealth client accounts across the UK.
• Manage and execute strategic account plans to retain, grow, and upsell across your client portfolio.
• Lead quarterly business reviews with larger accounts and maintain regular contact with key stakeholders.
• Identify and qualify cross-sell opportunities and maintain an accurate pipeline in Salesforce.
• Negotiate contract renewals and manage the end-to-end renewal process.
• Provide structured feedback to internal cross-functional teams to ensure client needs are met and recorded in CRM.

Skills

Account management

Salesforce

C-level communication

UK financial markets knowledge

Pipeline management

Tools

Salesforce

Job description

FE fundinfo is seeking a Key Account Manager – Wealth to act as the trusted partner for our UK wealth clients. You will own a portfolio of key accounts, deepen relationships, and identify growth opportunities, supported by FE fundinfo's data and technology in a collaborative, international team.

This hybrid London-based role offers the chance to influence contracts, run quarterly reviews, and coordinate with cross-functional colleagues to deliver outstanding client outcomes.