Client Success Manager

CFRA Research is a global leader in financial intelligence solutions and insights, dedicated to empowering clients to make smarter, faster decisions. Many investors and financial professionals struggle to find truly independent and unbiased research in a market often influenced by conflicting interests. CFRA addresses this challenge directly by operating without an asset management or investment banking arm. We don't manage money, make trades, or create financial products that could compete with our clients. This independence is the cornerstone of our commitment to providing objective analysis. Our customers, ranging from institutional investors and wealth advisors to corporations and individual investors, rely on us for timely and actionable insights across a multitude of global markets and research disciplines. We understand that navigating the complexities of the financial world requires a blend of deep expertise and cutting-edge technology.

Founded in 1994 as the Center for Financial Research and Analysis, CFRA has built a reputation for a proprietary approach that uniquely combines fundamental equity research, forensic accounting, fund analysis, public policy insights, and technical research. This comprehensive methodology is further enhanced by robust data analytics and next-generation technology, ensuring our clients always have access to our most up-to-date views and analysis. We are client-obsessed, and our mission is to be the most trusted global source of independent financial intelligence and innovation. Whether it's through our qualitative coverage of over 1,600 global companies, quantitative analysis of more than 15,000 companies, or in-depth ETF and mutual fund research, we provide the critical financial intelligence our clients need to achieve their business and investing goals. Our experienced team of experts is committed to delivering clarity and confidence in an ever-evolving financial landscape.