Reporting to the Business Head for Financial Markets, key responsibilities include:Manage and grow a portfolio of named Financial Markets accounts across Investment Banking, Asset Management, Private Equity, Pension Funds, and large CorporatesOwn account-level revenue targets, with responsibility for expansion, renewals, cross-sell, and upsell opportunities within specified accountsDevelop deep client relationships across Research, Strategy, Investment Operations, Data, Analytics, Finance, and CXO-level stakeholdersIdentify new opportunities within existing accounts by understanding client priorities, operating challenges, budget cycles, and transformation agendasGenerate new leads through disciplined outreach, referrals, client mapping, industry research, thought leadership follow-up, and relationship-led prospectingBuild account plans for key clients, including stakeholder maps, current engagement footprint, whitespace opportunities, competitor presence, and growth strategyPosition Sutherland’s high-end professional services across Investment Research, Portfolio Monitoring, Market Research, ESG Research, Investment Reporting, Automation, & AnalyticsCollaborate with Sales, Delivery, Solutioning, Research Leadership, and offshore subject matter experts to shape relevant client propositionsSupport proposal development, commercial discussions, pricing inputs, solution design, and contract renewal processesDeliver high-quality pitches and business reviews to senior stakeholdersMaintain a disciplined account management cadence, including pipeline tracking, opportunity follow-up, CRM hygiene, revenue forecasting, and client touchpoint planningEnsure client satisfaction by proactively identifying service issues, escalation risks, delivery gaps, and opportunities to improve engagement qualityPartner with delivery teams to ensure Sutherland is viewed as a strategic partnerSupport marketing and dissemination of thought leadership at various industry forumsTravel as required for client meetings, account reviews, industry events, etcCompany DescriptionAccount Management Lead – Research & Financial Markets Sutherland’s Research & Financial Markets division drives high-impact transformation agenda to address our clients’ most complex business issues - from digital transformation and strategic cost management to operating model redesign, research enablement, analytics, automation, and managed service delivery.Typical client segments include Investment Banks, Asset Management firms, Private Equity firms, Pension Funds, Sovereign Wealth Funds, Sell-side Research firms, large Corporates, and other Financial Markets institutions.Sutherland Research has made significant investments in building differentiated solutions that help Financial Institutions reimagine how research, analytics, investment operations, portfolio monitoring, reporting, data management, and decision-support functions are delivered. Our solutions combine domain expertise, global delivery capability, AI-enabled workflows, and operating discipline to help clients improve efficiency, scalability, quality, and insight generation.Our teams help clients architect future-state operating models, enhance service operations, expand research and analytics capacity, and maximize value from Sutherland’s engagement.QualificationsCandidate will possess strong account management and sales capabilities with a minimum of 6 - 10 years of progressive experience in account management, business development, enterprise sales, or client relationship managementGraduate degree required; Master’s degree in Finance, Economics, Business, or a related discipline preferredShould possess strong understanding of Financial Markets, including Investment Banking, Asset Management, Private Equity, Sell-side Research, Investment Operations, and Research & Analytics servicesShould have experience managing named accounts, developing account plans, identifying whitespace opportunities, and growing revenue within existing client relationshipsShould be commercially astute, financially literate, and comfortable discussing research, analytics, data, reporting, and managed services with senior client stakeholdersExperience selling or managing professional services, research services, offshoring, outsourcing, analytics, data management, or financial services solutions is highly desirableShould have a strong client service orientation with the ability to build trusted, long-term relationships across multiple stakeholder levelsMust possess strong sales discipline, including pipeline creation, opportunity qualification, revenue forecasting, proposal coordination, and follow-throughStrong presentation, communication, and negotiation skills, with the ability to engage senior stakeholders at Head of Function and CXO levelsPrevious experience in a front-office, research, investment operations, consulting, or financial services environment will be an added advantageAdditional InformationAll your information will be kept confidential according to EEO guidelines.
18 days ago