Key Account Manager - Wealth
At a glance
Manager-level Account Management role at FE fundinfo. London · full-time · no salary stated · we estimate £56,250–£95,000.
FE fundinfo has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Serve as the main contact for a portfolio of wealth clients across the UK
- Build account plans that protect existing business and create opportunities to expand or upsell
- Lead quarterly reviews for larger clients and stay in touch with their key stakeholders
- Qualify cross-sell prospects, keep Salesforce pipeline records current, and negotiate renewals from start to finish
- Pass organized client feedback to internal teams and capture client needs in CRM
What you bring
- At least five years in account management, preferably in financial services or data
- A record of planning and managing strategic relationships across enterprise or key accounts
- Confidence presenting to and influencing stakeholders at every level, including executives
- Working knowledge of Salesforce for pipeline management, metric tracking, and client records
- Understanding of UK platform, advisory, or life and pensions markets
Who this fits
This manager-level role suits an experienced account manager who can own key wealth-client relationships and grow a portfolio. It is based in London with a hybrid working model, combining home working with time in the office.
From the employer
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.
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