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 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. Apply now and we’ll aim to get back to you with feedback within 5 working days.