Strategic Client Relations Director
2 days ago
Cultivate and maintain strong relationships with key clients, driving revenue growth and account expansion through tailored solutions and exceptional customer service.
Work collaboratively with internal teams to deliver value-added insights and strategic recommendations to clients, enhancing their overall experience and satisfaction.
Develop and implement customized engagement strategies to meet client needs, leveraging CFRA's expertise and content to drive business results.
Responsibilities- Manage a portfolio of high-value wealth management accounts, achieving assigned strategic account objectives through effective relationship management and solution delivery
- Engage with clients regularly, responding to queries and providing value-added insights to drive growth and revenue
- Collaborate with internal teams to ensure seamless execution and client satisfaction
- Monitor account health, providing timely and accurate forecasting to inform business decisions
- Develop and implement innovative solutions to meet client needs, driving business results and revenue growth
- At least 5 years' experience as a Strategic Account Manager or Key Account Manager in the financial services industry, preferably wealth management
- Hands-on experience with CRM and Account Management systems (preferably Salesforce)
- Excellent communication and interpersonal skills, with a proven ability to build strong client relationships
- Strong negotiation skills and problem-solving attitude, with a commitment to customer service
- Previous experience in a Research environment is highly desirable
- Availability to travel as needed
- Competitive Salary: £80,000 - £100,000 per annum (dependent on experience)
- Performance Bonus
- Pension Scheme
- Health, Dental, & Vision Insurance
- Company-paid Life & Disability Insurance
- Sick Days
- PTO
- Holiday Pay
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