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- Tasks: Manage and grow client relationships in the Asset Management sector.
- Company: Join Oxford Economics, a leader in economic forecasting and consulting.
- Benefits: Enjoy private healthcare, flexible working, and enhanced parental leave.
- Why this job: Be a key player in client success and drive revenue growth.
- Qualifications: Degree in Economics, Finance, or Business; account management experience preferred.
- Other info: Collaborative team culture with opportunities for professional development.
The predicted salary is between 60000 - 84000 £ per year.
Oxford Economics, a leading economic forecasting and consulting firm, is seeking an Account Executive to manage and grow our portfolio of clients within the Asset Management sector across the UK. This role is central to our global client success strategy, with a strong emphasis on client engagement, retention, and revenue growth. You will serve as a primary point of contact for asset management clients using our economic and financial subscription services, ensuring they extract maximum value from our tools while identifying opportunities for growth, upsell, and deeper strategic engagement.
Key Responsibilities- Client Engagement & Relationship Management
- Build and maintain strong relationships with existing clients across asset management firms, including investment analysts, economists, strategists, and risk managers.
- Deliver tailored onboarding and ongoing training to ensure users maximise the value of their subscription.
- Maintain consistent communication with clients to share product updates, relevant content, and ensure active usage across departments.
- Monitor account health and usage metrics to flag potential risks or upsell opportunities.
- Renewals, Upsells & Strategic Support
- Manage upcoming renewals well in advance and prepare renewal strategies.
- Spot early signs of potential churn and proactively help implement retention strategies.
- Identify potential upsell opportunities, particularly into adjacent teams (e.g. macro strategy, fixed income, multi-asset).
- Work with internal Finance and Accounts teams to support invoicing, renewals, and payment tracking.
- Cross-Functional Collaboration
- Act as a liaison between clients and internal stakeholders, including economists, sales leads, and product teams.
- Set up client meetings, preparing usage reports, and gathering client feedback ahead of renewals or upsells.
- Collaborate with other relevant internal stakeholders, e.g. marketing, in planning and executing targeted campaigns, webinars, and events aimed at asset managers.
- Tailored outreach around new data sets, product enhancements, and industry-relevant content.
- CRM & Reporting
- Use Salesforce to log all client interactions, track engagement, manage renewals, and monitor pipeline activity related to account growth.
- Leverage client usage analytics platforms to inform support strategies, create internal reports. Identify high- and low-engagement accounts and immediately action on low-engagement, high-risk accounts.
- Keep client lists and contact details up to date, ensuring appropriate contacts are invited to relevant events and briefings.
- University degree (Economics, Finance, or Business preferred).
- Experience in an account management or client success role, ideally within a B2B or SaaS-based environment.
- Knowledge of the asset management industry, and familiarity with how economic research, data, and forecasts are used in investment decisions.
- Strong presentation and communication skills, both written and verbal.
- Organised and detail-oriented, with the ability to manage multiple accounts and priorities simultaneously.
- Comfortable using Microsoft Excel, PowerPoint, and Word.
- Strong initiative, with a collaborative, team-first mindset.
- Experience supporting or managing institutional clients in the financial sector.
- Understanding of macroeconomics, financial markets, or investment processes.
- Familiarity with CRM tools such as Salesforce, and data usage platforms.
- Previous exposure to economic data platforms, research services, or financial analytics tools.
Here are some of the benefits we offer in the UK to ensure you feel valued, supported, and thrive at work:
- Private Healthcare
- Employee Assistance Program
- Enhanced Maternity and Paternity Leave
- Workplace Nursery Scheme
- Cycle to Work Scheme
- Hybrid/Flexible Working
- Team Gatherings and Connection Boost!
Account Executive - Asset Management, London employer: Oxford Economics
Contact Detail:
Oxford Economics Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive - Asset Management, London
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset management sector and let them know you're on the lookout for opportunities. A friendly chat can lead to referrals or insider info about job openings.
✨Tip Number 2
Prepare for interviews by researching Oxford Economics and their role in the asset management industry. Knowing their products and services inside out will help you stand out and show that you're genuinely interested.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills align with the Account Executive role. Highlight your experience in client engagement and upselling, as these are key to success in this position.
✨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 serious about joining the team at Oxford Economics.
We think you need these skills to ace Account Executive - Asset Management, London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Account Executive role. Highlight your experience in account management and any relevant knowledge of the asset management sector. We want to see how you can bring value to our team!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, it's crucial to demonstrate your strong written and verbal communication skills. Use clear and concise language in your application to reflect how you would engage with clients.
Highlight Relevant Experience: If you've worked in a B2B or SaaS environment before, make sure to mention it! We love candidates who understand the nuances of client success and can manage multiple accounts effectively.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Oxford Economics
✨Know Your Stuff
Make sure you brush up on your knowledge of the asset management industry. Understand how economic research and data influence investment decisions. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Communication Skills
As an Account Executive, strong communication is key. Prepare to demonstrate your presentation skills during the interview. You might be asked to explain complex concepts simply, so practice articulating your thoughts clearly and concisely.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Be ready to discuss how you would handle renewals, upsells, or even churn risks. This shows that you can think strategically and are prepared for real-world challenges.
✨Familiarise Yourself with CRM Tools
Since you'll be using Salesforce and other analytics platforms, it’s a good idea to familiarise yourself with these tools beforehand. If you have experience, be ready to share specific examples of how you've used them to manage client relationships effectively.
