Director – Research

Sutherland

Account Management Lead growing Sutherland’s financial-markets client accounts and revenue. Positioning research, analytics, automation, and managed services for institutional clients.

Posted 8/13/2026full-timeRemote • New York • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing Financial Markets accounts, developing strategic account plans, and driving revenue growth through strong client relationships and commercial acumen. Proficient in engaging with senior stakeholders and delivering tailored solutions in investment banking, asset management, and analytics.

Highest-signal resume keywords

Account ManagementBusiness DevelopmentFinancial Markets ExpertiseClient Relationship ManagementRevenue Forecasting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account PlanningRevenue GrowthProposal DevelopmentData ManagementAnalyticsFinancial ReportingMarket ResearchInvestment OperationsCross-SellingUpselling

Soft Skills

Client Service OrientationCommunication SkillsNegotiation SkillsPresentation SkillsRelationship Building

Tools & Technologies

CRM SoftwarePipeline Tracking ToolsMarket Research ToolsAnalytics Platforms

Certifications & Qualifications

Graduate DegreeMaster’s Degree in Finance or Related Discipline

Industry Keywords

Investment BankingAsset ManagementPrivate EquitySell-Side ResearchResearch & AnalyticsProfessional ServicesOutsourcingOffshoring

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Minimum 6–10 years of progressive experience in account management, business development, enterprise sales, or client relationship management
Graduate degree required
Master’s degree in Finance, Economics, Business, or a related discipline preferred
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 and financially literate, with comfort 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 highly desirable
Strong client service orientation and 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 ability to engage Head of Function and CXO-level stakeholders
Previous experience in a front-office, research, investment operations, consulting, or financial services environment is an advantage

Benefits

Comp & perks

Remote work
Confidential handling of application information according to EEO guidelines
Voluntary Administrative EEO record completion; inclusion or exclusion of data will not affect employment decisions