CFRA Research
CFRA Research is a global leader in delivering independent and unbiased investment research and financial intelligence solutions to clients worldwide. The company specializes in providing a comprehensive range of research services, including fundamental equity research, forensic accounting research, and public policy and legal research. Catering to a diverse clientele, CFRA serves wealth management firms, institutional investors, financial advisors, and self-directed individual investors by equipping them with the necessary data and analytics to navigate market cycles and make informed investment decisions. Notably, CFRA's award-winning technology and content delivery methods enable clients to integrate its insights seamlessly into their operations, ensuring flexible and cost-effective solutions across various platforms, such as web-based or API integrations. Their expertise spans consumer, energy, financials, healthcare, and technology sectors, among others, helping clients enhance portfolio performance and mitigate risks through high-quality research and data analytics.
Forensic Accounting Research, Analytics & Advisory • Risk Mitigation • Idea Generation • Investment Research
Strategic Account Manager
March 19
CFRA Research
CFRA Research is a global leader in delivering independent and unbiased investment research and financial intelligence solutions to clients worldwide. The company specializes in providing a comprehensive range of research services, including fundamental equity research, forensic accounting research, and public policy and legal research. Catering to a diverse clientele, CFRA serves wealth management firms, institutional investors, financial advisors, and self-directed individual investors by equipping them with the necessary data and analytics to navigate market cycles and make informed investment decisions. Notably, CFRA's award-winning technology and content delivery methods enable clients to integrate its insights seamlessly into their operations, ensuring flexible and cost-effective solutions across various platforms, such as web-based or API integrations. Their expertise spans consumer, energy, financials, healthcare, and technology sectors, among others, helping clients enhance portfolio performance and mitigate risks through high-quality research and data analytics.
Forensic Accounting Research, Analytics & Advisory • Risk Mitigation • Idea Generation • Investment Research
📋 Description
• A Strategic Account Manager plays a critical role managing accounts that are key to the future success of the company. • In this role you will ensure that clients derive the maximum value from CFRA's service by developing and implementing customized engagement strategies. • The Account Management team works with the Sales, Research, Product, Marketing and Sales Operations Teams to develop an in-depth understanding of each client’s requirements and tailors’ solutions using CFRA content, products, and expertise to meet the client’s needs.
🎯 Requirements
• At least 5 years’ worth of experience as a Strategic Account Manager, Key Account Manager or within a Strategic Sales role in the financial services industry, preferably wealth management • Hands-on experience with CRM and Account Management systems (preferably Salesforce) • Collaborative work ethic • Understanding of sales performance metrics • Excellent communication and interpersonal skills with a strong client relationship aptitude • Strong negotiation skills with a problem-solving attitude • Demonstrated commitment to customer service • Previous experience in a Research environment is highly preferred • Availability to travel as needed
🏖️ 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 • Annual Performance Bonus • 401K Match
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