Head of Account Management (Savvy Investor)
With Intelligence is now a part of S&P Global, creating one of the most comprehensive data offerings for alternatives and private markets participants. We are now part of a larger organization with more than 35,000 staff worldwide, so we're able to understand nuances while having a broad perspective. From helping our customers assess new investments across the capital and commodities markets to guiding them through the energy expansion, acceleration of artificial intelligence, and evolution of public and private markets, we enable the world’s leading organizations to unlock opportunities, solve challenges, and plan for tomorrow – today. We’re Advancing Essential Intelligence.
Savvy Investor (www.savvyinvestor.net) is a fast-growing research hub and marketing platform serving the global investment management industry. Since launching in 2015, the platform has grown to over 60,000 members worldwide. Savvy Investor is built around strategic content partnerships with many of the world’s leading asset management firms, including UBS Asset Management, Robeco, State Street Global Advisors, LGIM, PGIM, Wellington, S&P Dow Jones Indices and FTSE Russell
The Head of Account Management leads the function responsible for ensuring that partners fully utilise and maximise their Savvy Investor packages.
This is a senior leadership role focused on delivery excellence, operational efficiency and long-term partner success. While the role does not carry direct revenue ownership, the quality of execution, relationship management and partner experience plays a critical role in partnership renewal and long-term retention.
The role manages a team of Account Managers, while also overseeing a portfolio of key strategic partner relationships.
The Head of Account Management also oversees the successful delivery of Savvy Investor’s key industry initiatives, including Dinners and Awards.
Responsibilities :
Partnership Delivery & Execution:
- Ensure partners are fully utilising their agreed packages and deliverables
- Oversee the timely upload and promotion of partner content
- Maintain structured communication plans with all partners
- Ensure smooth onboarding of new partners
- Act as senior escalation point for operational issues
Team Leadership & Development
- Lead, mentor and develop the Account Management team
- Establish clear processes and service standards
- Improve efficiency and consistency across accounts
Cross-Functional Collaboration
- Work closely with Content, Marketing, Data and Sales teams to ensure smooth execution of partner activity
- Provide structured feedback from partners to internal teams
- Support the Sales team by ensuring smooth handovers following new partnership agreements
Project Leadership
- Coordinate partner participation and communication
- Manage timelines and deliverables
- Work cross-functionally to ensure smooth execution
- Ensure a high-quality partner and attendee experience
Requirements
- Strong background in Account Management / Client Services within a B2B environment
- Experience managing and developing a team
- Highly organised with excellent attention to detail
- Strong project management capability
- Confident analysing performance data and presenting insights clearly
- Proactive and solutions-oriented
- Comfortable working cross-functionally
- Experience using Salesforce (or similar CRM)
- Experience with project management tools
Desirable
- Experience in asset management, financial publishing or B2B media
- Experience supporting events or sponsorship-led initiatives
Benefits
- 24 days annual leave rising to 29 days
- Enhanced parental leave
- Private Health Care
- Wellness Days
- Birthday day off
- Employee assistance program
- Travel loan scheme
- Charity days
- Breakfast provided
- Social Events throughout the year
- Hybrid Working
We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.