Sales & Account Management Executive - Financial Services - Consulting

Sales & Account Management Executive - Financial Services - Consulting

Full-Time 55000 - 65000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Drive sales and manage client relationships in the financial services consulting sector.
  • Company: Join a dynamic consulting firm focused on transformation, risk, and technology.
  • Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
  • Other info: Collaborative environment with a focus on innovation and client success.
  • Why this job: Be part of a fast-growing team making an impact in the financial industry.
  • Qualifications: Proven sales experience and strong communication skills required.

The predicted salary is between 55000 - 65000 £ per year.

We are looking for an experienced Sales executive to join our Account & Sales Team within our Consulting business line. You will work directly with clients, prospects and business stakeholders and be able to sell consulting services within transformation, risk, regulation, data, technology, and AI across the financial services market. You will be responsible for refining, implementing, and running a sales strategy for the Consulting business that covers the full range of our offering including Change and Transformation, Risk and Regulation and Data, Tech and AI consulting. The preferred candidate will demonstrate an entrepreneurial spirit with a focused approach as we develop this fast-growing part of our business. This is an individual contributor role reporting to our Head of Consulting, utilising the network of the management team, the Delta Capita network, and a hands‑on approach. This position is based in London and will be key to our regional growth. We operate under a hybrid work policy, but with the nature of the role, there will be an expectation to be based in our London office with the ability to meet clients on a regular basis.

Key Responsibilities

  • Identify, develop, manage, and close new business opportunities within UK accounts for our Consulting business.
  • Identify market opportunities through meetings, networking, and other channels.
  • Assess opportunities to expand our support to existing clients.
  • Understand each customer’s business objectives, challenges, and issues and how we present Delta Capita’s offerings to meet these objectives.
  • Understand the key offerings of the consulting business to enable you to conduct initial conversations prior to introducing DC subject matter experts.
  • Document and manage dynamic account plans, encapsulating business requirements including white space and clear competitive replacement strategies.
  • Internal stakeholder management, ensuring effective communication and coordination across the organisation, with all levels of seniority.
  • Work with the wider management team to develop a business plan and go‑to‑market/demand management initiatives leveraging DC’s organisation to develop core revenues and penetration across the account base.
  • Develop a 12‑to‑24‑month pipeline of qualified incremental business opportunities.

Required Experience

  • Extensive experience in sales and managing client relationships.
  • Proven ability to gain new logos and strong new business development background.
  • Experience of working in or with financial institutions, with a focus on one or more of our consulting practice areas.
  • Experience working for, or closely with, service providers to Financial Services customers.
  • Knowledge and experience of the sales lifecycle, including RFPs, contracts, proposals, and pricing.
  • Knowledge of key sales disciplines and tooling e.g. Salesforce, unsolicited proposals, partner leverage, etc.
  • Proven ability to manage multiple sales cycles.
  • Proven ability to manage net new business as well as develop existing business opportunities.
  • Have an interest, market opinion and existing understanding of the financial industry sector, including market dynamics and competitive landscape.

Required Skills

  • Excellent interpersonal and communication skills.
  • Commercially driven experience and demonstrable results.
  • Self‑managed – energetic, flexible, and capable of operating remotely.
  • Responsive to customers' business needs and clear focus on maintaining excellent customer service.
  • Accurate reporting skills, presentation skills, and attention to detail.

Desired

  • Relevant experience to one of our core consulting practices: transformation, risk and reg, data, tech and AI consulting, working in or with financial and banking institutions.

How We Work

Delta Capita is an equal‑opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments during your interview process, please use the designated space within the application questionnaire. This position is located in London with hybrid working requirements. There will be an expectation to be based in our London office with the ability to meet clients on a regular basis. A valid work authorisation for the UK is mandatory.

Sales & Account Management Executive - Financial Services - Consulting employer: careersdeltacapita

Delta Capita is an exceptional employer that fosters a collaborative and innovative work culture, particularly within the dynamic financial services sector. With a strong focus on employee growth and development, we offer extensive opportunities for professional advancement while embracing a hybrid work model that promotes flexibility. Our London office serves as a vibrant hub for networking and client engagement, making it an ideal environment for those looking to make a meaningful impact in consulting.

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Contact Details:

careersdeltacapita Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Sales & Account Management Executive - Financial Services - Consulting

Tap into Campus Networks

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We think you need these skills to ace Sales & Account Management Executive - Financial Services - Consulting

Sales Strategy Development
Client Relationship Management
Business Development
Consulting Services Knowledge
Financial Services Industry Understanding
Sales Lifecycle Knowledge
RFP Management

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

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Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on careersdeltacapita's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at careersdeltacapita

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with careersdeltacapita.

Prepare for Case Studies

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Show Your Passion for Finance

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Network with Industry Professionals

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