Associate Policy Account Manager

04 Aug, 2022

Jobs

Associate Policy Account Manager

Washington Analysis LLC, a CFRA Research Company
Remote/Washington, DC

THE FIRM

Washington Analysis is a top-rated independent institutional research firm specializing in identifying risks and opportunities across asset-classes emanating from courts, Congress, and regulators, at both the state and federal levels. WA strives to be predictive in separating headline risk from fundamental changes that have a more pervasive and lasting investment impact. We also keep an eye towards identifying the non-consensus view and look to correct widely held misperceptions whenever possible. In addition to our written research product, we provide bespoke research services and access to policy events and calls. Founded in 1973, personnel at WA have been with the firm for an average of at least ten years. This stability among the research staff is complemented by a unique institutional expertise in our niche coverage areas, with many WA professionals possessing relevant career experience on both Capitol Hill and Wall Street. The Washington Analysis macro and sector teams bring a singular blend of policy and financial career experience to bear on the investment decision-making process facing our clients. With this valuable dual perspective, we understand both our field of expertise and the needs of our professional investment management clients.

 

 

JOB DESCRIPTION

The Policy Account Management team is responsible for the successful renewal and growth of CFRA’s existing clients.  In addition to renewing the business in place, Account Managers should develop strong relationships with key contacts at each account, understand the goals and initiatives of each account, think strategically about ways in which CFRA can help each client achieve their goals by utilizing our products & services, and identify areas for potential account growth. Account Managers should work cooperatively with all departments at CFRA to ensure client expectations are exceeded and account goals are met.

 

THE ROLE

We are looking for an Account Manager (individual contributor) to join our US Policy Account Management team.  The successful candidate will support the team servicing existing accounts through:

• Account Strategy Development & Execution

• Relationship Development

• Revenue Retention & Growth

• Cross-Selling Initiatives

 

THE CANDIDATE

This role would suit a qualified individual with 1-3 years account management or sales experience in the financial services industry in a client-facing position. Candidates with a policy background or strong interest will also be considered

 

DESIRED SKILLS & CHARACTERISTICS

• Collaborative work ethic

• Polished verbal and written communication skills

• Demonstrated commitment to customer service

• Facility with data analysis

• Proficiency with Excel required

• Familiarity with financial markets and investment research

• Experience with Salesforce highly valued

 

EDUCATIONAL REQUIREMENTS

• Bachelor’s degree – financial major preferred

 

Please send resume and questions to Kaitlin Zambito  – Kaitlin.zambito@cfraresearch.com

Job posted: 2022-08-04