Research Member, Sales & Services

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Cutter Associates

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1998

💼 Consulting

📦 Logistics

💸 Finance

Consulting • Logistics • Finance

Cutter Associates is a consulting and research firm focused on the investment management industry, helping asset managers, asset owners, and wealth managers with business transformation, technology and operations strategy, vendor selection, and system implementation. The firm operates a membership-driven research community that provides proprietary research, benchmarking, events, and peer networking, and delivers project-based services across portfolio management, trading, operations & accounting, risk & compliance, data & analytics, and outsourcing.

📋 Description

• Own and grow research membership revenue through new member acquisition, expansion opportunities, renewal support, pipeline management, forecasting, and risk identification • Build trusted relationships with senior decision-makers at prospective asset management and asset owner organizations • Lead consultative sales conversations connecting member challenges to research, events, analyst access, and peer networks • Serve as the primary point of contact for regional members and maintain account engagement strategies and service plans • Lead tailored onboarding and connect members with relevant research, roundtables, webinars, and events • Conduct executive business reviews and execute retention plans • Bring regional market feedback and emerging client needs to research and leadership teams • Collaborate with Client Success, Research Sales, Research, Consulting, and Marketing teams • Track engagement data, portfolio health, renewal performance, and client satisfaction • Contribute to internal best practices and the company’s collaborative, transparent, client-focused culture

🎯 Requirements

• 5–7 years of experience in sales, business development, client success, relationship or account management, managed services, or a related commercial role serving financial services, investment management, or enterprise technology clients • Deep understanding of the buy-side investment ecosystem and asset manager and asset owner operating models • Credibility across front-, middle-, and back-office functions, including technology, operations, data, risk, compliance, reporting, and performance • Proven ability to sell and support intangible, trust-based offerings including research, advisory services, subscriptions, platforms, or managed services • Experience with disciplined pipeline management, forecasting, opportunity qualification, and proactive risk communication • Strong executive presence and exceptional communication, facilitation, and relationship-building skills • Confidence engaging C-suite leaders, senior executives, and functional decision-makers • Ability to lead client forums, roundtables, and executive discussions • Strong networking skills and comfort facilitating peer connections across member organizations • Sound judgment, ownership, transparency, proactive problem-solving, and ability to influence stakeholders • Proficiency with CRM, marketing automation, and client engagement platforms • Bachelor’s degree required • Travel is event-driven and as needed to build and maintain relationships with prospects and members • Preferred: experience with asset managers, asset owners, public pension funds, insurance companies, or investment technology organizations • Preferred: familiarity with investment management systems and workflows • Knowledge of Aladdin by BlackRock, State Street Alpha, SimCorp One, or Rimes Matrix is a plus

🏖️ Benefits

• Competitive salary with annual performance bonus and profit-sharing opportunity • Superannuation contributions (Australia) • A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering • Flexible work model - fully remote with optional access to co-working spaces or offices