Head of Global Wealth Account Management

Department: Account Management

Employment Type: Full Time

Location: Remote US

Description

This is a remote position; qualified candidates must be based in the United States. 
 
Reporting directly to the Global Head of Sales, the Global Head of Wealth Account Management will be responsible for leading a team of experienced account managers. This team is responsible for managing and growing relationships with our Wealth Management client segment through subscription renewals and expansion, upsells, and cross-selling of additional CFRA products.

Key Responsibilities

• Lead a team of account managers 
• Manage all aspects of the renewal cycle for CFRA’s subscription relationships 
• Develop and maintain a long-term relationship with key stakeholders both on the client side and internally 
• Manage key client interactions with a determined focus on expansion opportunities within accounts 
• Coordinate with CFRA’s product team to identify opportunities for product enhancements 
• Track and analyze KPIs and product usage on accounts to determine appropriate relationship management strategy 

Skills, Knowledge and Expertise

• Bachelor's degree - financial major preferred 
• 5+ years of experience working with buyside clients and or 5+ years of leadership experience 

Benefits

• 20 days of Vacation
• 8 Sick Days
• 1 paid volunteer day
• 10-11 Holidays a year
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance 
• Competitive Pay
• Quarterly Bonus Pay
• 401K Match