Jonathan Kayne Email & Phone Number

Armonk, NY, US

London, GB

• After a successful turn-around of BCA Research I was appointed the Chief Revenue Officer of the Investment Research Division, Including BCA Research and NDR Research. In this capacity I reported directly to the CEO and.
• Changed the trajectory of two declining brands and returned them to growth
• Improved retention rates from 78% to above 93%
• Doubled rolling 3MA sales from its low
• Standardized price increases for all clients
• Closed on average 50 new business deals per month

Montreal, Quebec, CA

• After the successful transformation of the Americas sales organization my responsibilities were expanded to include EMEA, representing an additional 15 sales team members and more than $20M in ARR. Total team member at.
• Restructured the sales team including the hire of senior EMEA sales leadership
• Significantly improved sales and retention across the Americas & EMEA, contributing to positive book growth
• Reduced employee churn contributing to improved levels of client feedback and higher retention rates
• Created a unified global client service team, leading to improved service, higher retention and great upsell opportunities
• Streamlined marketing lead generation and processing

Montreal, Quebec, CA

• Hired as the Head of BCA Sales in the Americas after external and internal factors contributed to significant declines in the book of business. Appointed to the executive leadership team with full responsibilities for.
• Restructured sales, account management and client service, returning the region to growth ahead of schedule
• Revised commercial policy to align with the current market conditions, increasing sales and maintaining profit margins
• Modified sales compensation plans, aligning individual producers to the long-term objectives of the organization
• Hired, trained and developed new members of the sales team, significantly improving sales and retention
• Establish a standardized approach to price increases, achieving annual increases more than double historical averages

London, GB

• Lead the North American asset owner and consultant sales team. Responsible for driving new benchmark adoptions across the AO channel, leading to increased licensed revenue from our asset management clients. Was able to.
• Leadership of one of FTSE Russell’s largest sales team globally – driving activity, delivering results, managing change and incorporating new personnel, products and locations into a scalable structure
• Developed new commercial policies to drive growth across benchmark adoptions and model portfolios
• Close liaison with the global marketing teams to ensure that the sales teams have appropriate collateral, training and sales tools to penetrate the asset owner segment
• Contribution to product, relationship and marketing strategies across all key business areas leading to new product launches and increased revenue
• Developed a strategic sales and account planning process, exceeding all targets for new business generation and retention

Jacksonville, FL, US

Led the FIS Analytics sales team covering all asset owners, asset managers and insurance companies across North America. Product responsibilities spanned the suite of FIS front-office solutions including risk, portfolio management, operations, convertible bond pricing/valuation, derivative pricing/valuation and equity indices. Successfully executed an.

New York, NY, US

Equity risk management sales professional specializing in the application of fundamental factor models across quantitative and fundamental strategies. Significant experience selling to some of the worlds largest asset managers. Responsible for closing one of the largest new asset management deals in Barra history. 2013 Global analytics sales leader

St. Petersburg, Florida, US

Partner on one of the largest teams at Raymond James. Managed discretionary accounts for HNW individuals and institutions. Portfolios included cash equities, equity derivatives, corporate & municipal credit and structured notes.

New York, NY, US

Bs, Finance & Emerging Entrepreneurial Enterprises

Executive Education, High Impact Leadership