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- Tasks: Engage with fund managers to share data and enhance fundraising visibility.
- Company: Join a global financial information organisation with a focus on innovation.
- Benefits: Competitive salary, career progression, and a dynamic work environment.
- Why this job: Make an impact in the financial sector while building valuable relationships.
- Qualifications: Sales experience and understanding of financial services are essential.
- Other info: Exciting opportunities for growth in a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a commercially minded, relationship-focused Outbound Data Relationship Executive to join our growing team. This role is ideal for someone ready for the next step in their career who has developed strong sales or business development skills and has some understanding of financial services, particularly within asset management, private markets, or financial data. You may currently be working in sales, investor relations support, business development, recruitment, or a data-led financial services environment and be ready for your next step.
In this position, you will engage directly with fund managers and alternative asset firms, encouraging them to share proprietary data and supporting their broader fundraising visibility. You will be instrumental in expanding our data coverage and strengthening our position within the market. This is a high-visibility role with clear progression opportunities within a global financial information organisation.
Key Responsibilities- Prospecting & Research: Identify and map potential fund managers and alternative asset firms using internal tools and market research. Build targeted outreach lists aligned to team objectives.
- Outbound Engagement: Proactively contact prospective partners via phone, email and digital channels. Clearly explain the value of our platform and the benefits of participating in our data network. Arrange follow-up conversations and product demonstrations where appropriate.
- Relationship Development: Build credibility with investment professionals and investor relations teams. Position yourself as a knowledgeable and trusted point of contact. Maintain ongoing engagement to support long-term partnerships.
- Internal Collaboration: Work closely with data operations and commercial colleagues to ensure a smooth onboarding experience for new contributors. Provide feedback from the market to support product and commercial strategy.
- CRM & Reporting: Accurately record activity and pipeline progress within the CRM system. Track performance against targets and contribute to team reporting.
- Experience in a sales, business development, or customer-facing role (ideally within financial services, data, or professional services).
- Some understanding of asset management, private markets, or the alternatives space.
- Confident communicator, comfortable speaking with investment professionals.
- Naturally relationship-driven, energetic and resilient.
- Motivated by targets and measurable outcomes.
- Highly organised with strong attention to detail.
- Quick to learn new products, processes and market concepts.
- Proficiency in Microsoft Excel.
- Additional language skills are advantageous but not essential.
We welcome applications from individuals currently working at financial data providers, asset management firms, investor relations teams, recruitment firms focused on financial markets, or other organisations serving the alternatives industry.
Relationship Executive - Data Insights in City of London employer: McGregor Boyall
Contact Detail:
McGregor Boyall Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Executive - Data Insights in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to introduce you to someone at a company you're interested in.
✨Tip Number 2
Get comfortable with cold outreach. As a Relationship Executive, you'll need to engage directly with fund managers. Practice your pitch and be ready to explain how our platform can benefit them. The more confident you are, the better your chances of making a great impression!
✨Tip Number 3
Showcase your relationship-building skills. When you meet potential employers, focus on how you've developed long-term partnerships in your previous roles. Share specific examples that highlight your ability to connect with investment professionals and support their needs.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and contributing to our mission in the financial data space.
We think you need these skills to ace Relationship Executive - Data Insights in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Relationship Executive role. Highlight any sales or business development experience, especially in financial services, to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background in asset management or data can contribute to our team. Keep it engaging and personal!
Showcase Your Communication Skills: As a Relationship Executive, strong communication is key. In your application, demonstrate your ability to convey complex ideas clearly and effectively. This could be through examples of past experiences or projects.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to our hiring team. We can’t wait to hear from you!
How to prepare for a job interview at McGregor Boyall
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially asset management and private markets. Familiarise yourself with the latest trends and challenges in the industry so you can speak confidently about how your skills align with the role.
✨Showcase Your Sales Skills
Prepare to discuss specific examples from your past experiences where you've successfully engaged clients or built relationships. Highlight your sales achievements and how they relate to the responsibilities of a Relationship Executive.
✨Practice Your Pitch
Since you'll be explaining the value of the platform to fund managers, practice a concise and compelling pitch. Be ready to articulate how participating in the data network benefits them, and tailor your message to resonate with their needs.
✨Engage and Ask Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.