About Us 

The Risk Solutions team brings deep expertise across risk management, equity markets, portfolio construction, quantitative research, technology, and product development. Beyond serving risk managers, we actively support investment decision makers—including PMs, traders, and CIOs—with relevant insights and practical solutions. We work directly with institutional clients to provide both products and advisory services, while also partnering with leading broker-dealers and fintech platforms to ensure our IP is seamlessly integrated into third-party attribution tools, decision-support analytics, and execution systems.

 The Role

We are looking for a driven and polished Customer Success Manager to join our growing client coverage team. In this role, you will serve as the primary point of contact for a portfolio of buy-side accounts, ensuring clients derive maximum value from our data products and research. You will be the face of our firm to some of the most demanding and sophisticated investors in the market — and you will love every minute of it.

 Responsibilities

• Own a portfolio of institutional buy-side accounts — including asset managers, hedge funds, and family offices — and build deep, trusted relationships with investment professionals, analysts, and operations teams.
• Deliver white-glove onboarding experiences for new clients, ensuring seamless adoption of our platform and a clear understanding of its capabilities.
• Conduct regular check-ins, business reviews, and training sessions to drive ongoing engagement and uncover expansion opportunities.
• Act as the first line of support for client inquiries, questions, and data issues — troubleshooting problems independently before escalating when necessary.
• Serve as the internal voice of the client: synthesize feedback from your accounts and relay actionable insights to the product and commercial teams to inform the roadmap and sharpen our offering.
• Monitor account health metrics and renewal risk, and proactively intervene to protect and grow revenue.
• Partner closely with the sales team on upsell and cross-sell opportunities within your existing book of business.
• Stay current on developments in equity markets with a particular focus on factor risk and analytics to surface insights.

 What we are looking for

 Required

• 2–3 years of experience in a client-facing role such as customer success, account management, client services, or sales — ideally within financial data, financial information services, or fintech.
• Highly proficient in MS Office and Salesforce 
• Demonstrable experience managing and servicing institutional clients with a high standard of professionalism and responsiveness.
• Strong communication skills — written and verbal — with the ability to translate complex product capabilities into clear client value.
• A self-starter mentality: comfortable diagnosing and resolving issues independently without waiting to be directed.
• Organized, detail-oriented, and able to manage a large book of accounts simultaneously without letting anything slip.

 Strongly Preferred

• Prior experience at a financial data or information services firm whose core clients are buy-side institutions.
• Familiarity with equity markets enough to engage credibly with analysts and portfolio managers.
• Experience navigating complex, multi-stakeholder accounts at hedge funds, asset managers, or family offices, where expectations are high and tolerance for friction is low.
• Comfort working cross-functionally with product managers and commercial teams to communicate client needs and influence outcomes.

 At Wolfe Research we feel passionately about equal pay for equal work and pay transparency is an integral practice for that. The compensation for this role is market competitive with a base salary range of $80,000-$105,000 We intend to offer the selected candidate a base salary within this range, based on non-discriminatory factors including but not limited to skill set, job-related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including: medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.

About Wolfe 

 Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

 The firm has established a leading reputation for sector and macro research. Our QES product provides leading stock selection models, cutting edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data. Wolfe Research’s analysts were voted #6 on a weighted basis for equity research during 2024 by institutional clients in the prestigious “Extel” (formerly Institutional Investor) All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers.

 We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

 Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.