Account Executive - Asset Management, London
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Account Executive - Asset Management, London
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Description
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.
Department: EMEA Asset Management
Location: London, UK
Description
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.
Required
Skills, Knowledge & Expertise
* 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.
Desirable
* 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.
Job Benefits
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!
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Business Development
* Industries
Information Services
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