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Account Executive - Asset Management, London

Oxford EconomicsLondon, England, United Kingdom

30+ days ago

Job type

Full-time

Job description

Account Executive - Asset Management, London

Join to apply for the Account Executive - Asset Management, London role at Oxford Economics

Account Executive - Asset Management, London

Join to apply for the Account Executive - Asset Management, London role at Oxford Economics

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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

Mid-Senior level

Employment type

Full-time

Job function

Sales and Business Development

Industries

Information Services

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