Director, Client Relationship Manager – Financial Institutions; Dow Jones Energy

About the Role

Dow Jones Energy is rapidly investing in its institutional client engagement capabilities to deepen partnerships with our most critical financial accounts. Located in the heart of the world’s financial capital, this non-traditional account management role is built for a sophisticated, cross‑functional partner. You will focus exclusively on elevating how Dow Jones Energy engages with premier financial organizations—including tier‑1 investment banks, hedge funds, commodity trading desks, and private equity firms—moving day‑to‑day interactions into long‑term strategic alliances.

Working closely with Sales, Product, and Editorial teams, you will deliver a cohesive client experience, ensuring Wall Street’s top market participants realize the full value of the Dow Jones portfolio. You will report directly to the VP, Commercial Transformation.

Dow Jones Energy delivers trusted price transparency, benchmarks, analytics, news, and insights across the global energy, chemicals, metals, and fuel supply value chain. Our offerings support institutional investors, analysts, and traders navigating spot, wholesale, and retail markets, as well as emerging segments tied to the energy transition.

Through authoritative data, real‑time intelligence, and deep market expertise, Dow Jones Energy enables financial professionals to mitigate risk and make high‑stakes commercial decisions in volatile and fast‑evolving global markets.

• Own the Financial Portfolio: Champion a culture of exceptional client engagement within your assigned patch of NYC‑based financial institutions and global banking accounts
• Embed Within the Buy/Sell Side: Build deep, trusted relationships with portfolio managers, head traders, research analysts, and market data procurement executives
• Drive Commercial Cohesion: Partner seamlessly with Commercial Managers to defend renewals and aggressively pursue expansion opportunities (whitespace, cross-sell, and upsell) across enterprise‑wide licenses
• Maximize Retention & Adoption: Oversee the full commercial lifecycle, creating strategic engagement and onboarding plans that embed Dow Jones data directly into analyst and trader workflows
• Act as a Strategic Feedback Loop: Conduct continuous, investigative dialogue with sophisticated market participants to surface unrecognized data needs, channeling actionable feedback directly to our Product and Editorial teams
• Maintain Portfolio Health: Provide senior leadership with accurate, data‑driven visibility into account health, renewal risks, and pipeline expansion opportunities
• Represent the Brand: Act as an embedded, senior‑level trusted advisor within the NYC financial community, representing Dow Jones Energy at industry events and C‑suite briefings

• Industry Expertise: At least 12 years of relationship management, account management, or commercial experience, with a heavy preference for individuals coming from financial market data vendors, financial technology (Fin Tech), or commodity research firms
• Financial Market Literacy: A strong understanding of how energy, commodities, and ESG data integrate into macro trading strategies, risk management, and investment banking models
• C‑Suite Gravitas: Proven experience engaging directly with internal and external institutional stakeholders, market data heads, and C‑suite executives on Wall Street
• Data‑Driven Execution: Expertise in analyzing complex usage data, account trends, and market signals to preemptively combat churn and identify commercial upside
• Cross‑Functional Leadership: The ability to align competing internal priorities (Sales, Product, Editorial) to deliver a seamless client experience to demanding financial institutions
• Forward‑Thinking Mindset: A genuine curiosity about how AI integration and advanced APIs are transforming workflows, data consumption habits, and quantitative decision‑making on trading desks
• Tech Stack: Proficiency with Salesforce and modern client‑success analytics platforms

• Comprehensive Healthcare Plans
• Paid Time Off
• Retirement Plans
• Comprehensive Insurance Plans
• Lifestyle programs & Wellness Resources
• Education Benefits
• Family Care Benefits &…