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About the Role

The Account Management Lead will manage and grow a portfolio of named Financial Markets accounts, owning revenue targets and identifying expansion opportunities. This role involves developing deep client relationships, generating new leads, and positioning Sutherland’s professional services.

Responsibilities

• Manage and grow a portfolio of named Financial Markets accounts
• Own account-level revenue targets, with responsibility for expansion, renewals, cross-sell, and upsell opportunities
• Develop deep client relationships across Research, Strategy, Investment Operations, Data, Analytics, Finance, and CXO-level stakeholders
• Identify new opportunities within existing accounts by understanding client priorities, operating challenges, budget cycles, and transformation agendas
• Generate new leads through disciplined outreach, referrals, client mapping, industry research, thought leadership follow-up, and relationship-led prospecting
• Build account plans for key clients, including stakeholder maps, current engagement footprint, whitespace opportunities, competitor presence, and growth strategy
• Position Sutherland’s high-end professional services across Investment Research, Portfolio Monitoring, Market Research, ESG Research, Investment Reporting, Automation, & Analytics
• Collaborate with Sales, Delivery, Solutioning, Research Leadership, and offshore subject matter experts to shape relevant client propositions
• Support proposal development, commercial discussions, pricing inputs, solution design, and contract renewal processes
• Deliver high-quality pitches and business reviews to senior stakeholders
• Maintain a disciplined account management cadence, including pipeline tracking, opportunity follow-up, CRM hygiene, revenue forecasting, and client touchpoint planning
• Ensure client satisfaction by proactively identifying service issues, escalation risks, delivery gaps, and opportunities to improve engagement quality
• Partner with delivery teams to ensure Sutherland is viewed as a strategic partner
• Support marketing and dissemination of thought leadership at various industry forums
• Travel as required for client meetings, account reviews, industry events, etc

Requirements

• Minimum of 6 - 10 years of progressive experience in account management, business development, enterprise sales, or client relationship management
• Strong understanding of Financial Markets, including Investment Banking, Asset Management, Private Equity, Sell-side Research, Investment Operations, and Research & Analytics services
• Experience managing named accounts, developing account plans, identifying whitespace opportunities, and growing revenue within existing client relationships
• Commercially astute, financially literate, and comfortable discussing research, analytics, data, reporting, and managed services with senior client stakeholders
• Experience selling or managing professional services, research services, offshoring, outsourcing, analytics, data management, or financial services solutions is highly desirable
• Strong client service orientation with the ability to build trusted, long-term relationships across multiple stakeholder levels
• Strong sales discipline, including pipeline creation, opportunity qualification, revenue forecasting, proposal coordination, and follow-through
• Strong presentation, communication, and negotiation skills, with the ability to engage senior stakeholders at Head of Function and CXO levels
• Previous experience in a front-office, research, investment operations, consulting, or financial services environment will be an added advantage

Skills

• Account Management
• Business Development
• Enterprise Sales
• Client Relationship Management
• Financial Markets Understanding
• Account Planning
• Revenue Growth
• Commercial Acumen
• Financial Literacy
• Professional Services Sales
• Research Services Sales
• Offshoring/Outsourcing Sales
• Analytics Sales
• Data Management Sales
• Financial Services Solutions Sales
• Client Service Orientation
• Sales Discipline
• Pipeline Creation
• Opportunity Qualification
• Revenue Forecasting
• Proposal Coordination
• Presentation Skills
• Communication Skills
• Negotiation Skills

Work Type

• Travel as required

Experience Level

• 6 - 10 years

Education Level

• Graduate degree required
• Master’s degree in Finance, Economics, Business, or a related discipline preferred

About the Company

• 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.

Equal Opportunity

• All your information will be kept confidential according to EEO guidelines.
• During employment, employees are treated without regard to race, color, religion, sex, national origin, age, marital or veteran status, medical condition or handicap, or any other legally protected status.
• Periodic reports are made to the government on the following information. The completion of the Administrative EEO record is optional.
• If you choose to volunteer the requested information, please note that all Administrative EEO Records are kept in a Confidential File and are not part of your Application for Employment or Personnel file.
• YOUR COOPERATION IS VOLUNTARY. INCLUSION OR EXCLUSION OF ANY DATA WILL NOT AFFECT ANY EMPLOYMENT DECISION.