Associate Vice President – Account Management

CFRA Research

Account Manager responsible for renewing and growing existing client accounts for CFRA. Develop relationships and strategies to maximize client success and revenue retention.

Posted 5/26/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $115,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

data analysisExcelaccount managementsales experienceclient relationship managementBook of Business growthfinancial analysis

Soft Skills

business leadershiporganizational skillsproactive mindsetcollaborative work ethicverbal communicationwritten communication

Tools & Technologies

Salesforce

Industry Keywords

financial servicesfinancial marketsinvestment research

About the role

Key responsibilities & impact

Support the team servicing existing accounts
Develop account strategy and execution
Build and maintain relationships with clients
Ensure revenue retention and growth
Cross-sell initiatives and act as primary liaison

Requirements

What you’ll need

3-5 years of account management or sales experience in financial services
Experience managing client relationships
Experience selling into existing accounts / growing a Book of Business
Strong business leadership and organizational skills
Proactive mindset and collaborative work ethic
Polished verbal and written communication skills
Facility with data analysis
Proficiency with Excel
Familiarity with financial markets and investment research
Experience with Salesforce highly valued
Bachelor's degree - financial major preferred

Benefits

Comp & perks

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
401K Match