Client & Sales Support Executive – Investment Research
Remote position with in-person client and team meetings in London
Work directly with leading institutional investors. Learn a world‑class research product. Build a pathway to becoming a Relationship Manager.
Why this role is different
If you’re early in your career and want to move towards front‑line, client‑facing roles in the investment world, this is a rare opportunity:
* Work with leading institutional investors – Support Relationship Managers serving some of the world’s top asset managers, hedge funds, family offices, and pension funds.
* Be part of a top‑tier research franchise – our client is known globally for its flagship publications read by senior decision‑makers worldwide.
* Learn from one of the world’s most successful investors – You’ll be close to the thinking, process, and products developed by 13D’s founder and leadership team, whose work has influenced major investment decisions for decades.
* Clear progression to Relationship Manager – This role is designed as a springboard into a senior sales / account management / Relationship Manager position for high performers.
* High visibility, small team – Work directly with Directors and senior leadership with real responsibility rather than being one of hundreds in a big corporate structure.
* Flexible, primarily remote model – with flexibility to work primarily from home while collaborating with a global team.
About our client
Our client is a globally respected independent research and intelligence publisher focused on macroeconomics, geopolitics, technology and global markets. They work helps senior investors anticipate major turning points and structural trends.
Their clients are institutional investors and decision‑makers who value independent, forward‑looking research. To support their growing UK and European operations, they are hiring a Client & Sales Support Executive to work closely with our Relationship Managers and Directors.
The Role: Client & Sales Support Executive (UK)
This is a multi-functional, high‑responsibility support role ideal for someone with 2–3 years’ experience who wants:
* Exposure to client-facing work with institutional investors
* A deep understanding of global investment themes and research
* Day‑to‑day collaboration with senior commercial leadership
* A structured pathway to progress into Relationship Management / sales / account management
This is not a pure sales‑closing role and not an analyst role. Instead, you will be the operational and commercial backbone for the team, ensuring our sales, client engagement, and marketing efforts run smoothly.
Key Responsibilities
Client & Sales Support
* Support Relationship Managers with LinkedIn and email outreach to prospective and existing institutional clients.
* Conduct lead research and maintain up‑to‑date prospect lists.
* Schedule meetings and product demonstrations for Relationship Managers and Directors.
* Assist with demo / trial account creation, ID setup, and access coordination.
* Track subscription renewals, send reminders, and follow up with clients.
* Maintain and update CRM records and internal trackers to a high standard.
* Help coordinate regional analyst trips and related client meetings.
Investment News & Research Tracking
* Keep broad track of key global investment, macroeconomic, geopolitical, and market news.
* Flag relevant developments that may impact clients or align with research themes.
* Prepare simple daily or weekly summaries/trackers for Relationship Managers and Directors.
* Support Directors in monitoring themes relevant to ongoing publications and client conversations.
* Note: This is not an analyst position – the focus is on awareness, tracking, and highlighting key items.
Marketing & Campaign Support
* Support basic marketing campaigns (emails, newsletters, webinars, announcements).
* Maintain and update mailing lists and client databases.
* Assist with LinkedIn and content distribution (posting, coordination, basic performance tracking).
What We’re Looking For
Experience (2–3 years) in one or more of:
* Inside Sales / Sales Support
* Client Support or Account Coordination
* Business Development
* Research / Content Support
* Marketing Operations / Campaign Support
Skills & Attributes
* Comfortable with CRM systems, Excel/Google Sheets, email tools, and LinkedIn.
* Strong written and verbal communication skills.
* Genuine interest in financial markets, business, geopolitics, and global affairs.
* Highly organised, detail‑oriented, and reliable.
* Able to work closely with senior leadership in a fast‑paced, high‑expectation environment.
* Proactive, curious, and keen to develop into a more senior, client-facing role.
The Offer
* Role: Client & Sales Support Executive – UK
* Location: London client and team meetings, but primarily remote
* Compensation: Competitive base for early career level plus 20% bonus with clear scope for progression
* Environment: High‑calibre, globally recognised research firm with institutional clients and direct senior leadership exposure.