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 Corporates
Own account-level revenue targets, with responsibility for expansion, renewals, cross-sell, and upsell opportunities within specified accounts
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
