New Business Executive - Wealth Management

At FE fundinfo, we offer you the opportunity to work on exciting projects that drive innovation in the financial sector. You will have the chance to grow professionally through sponsored learning and development programs, including formal qualifications. Our diverse and highly skilled team collaborates to make our industry Better Connected and Better Informed, ensuring you are part of a dynamic and forward-thinking environment.

Our Commercial function is the external face of FE fundinfo. Our sales, account management, ecosystem and client success teams comprise of passionate, action orientated individuals with domain expertise who partner with our clients to navigate industry trends and deliver on their business needs and strategies.

Your key responsibilities as a New Business Executive will include:

• Working with a portfolio of accounts, you’ll be targeted to grow the accounts through upsell and cross-sell initiatives.
• Delivering online demonstrations of the suite of solutions FE fundinfo provides to the adviser community.
• Managing and re-negotiating contract renewals on an ongoing basis.
• Building in-depth knowledge of our clients' businesses, requirements, and priorities to ensure the highest level of service and maximize all potential opportunities.
• Managing a pipeline and always working towards increasing that pipeline by prospecting and canvassing for new opportunities within your portfolio.
• Building relationships with key industry figures to drive more interest in our product range.

You will need the following experience and skills to join us as a New Business Executive:

• You must have a proven track record of selling technology or data solutions, ideally within the financial services industry.
• You will have experience in a technology-focused environment.
• You should possess excellent time-management and prioritization skills.
• You must have an excellent telephone manner, a positive outlook, and great telephone sales ability.
• You will have the ability and willingness to work independently and as part of a team.

FE fundinfo is a leading investment management technology and data company connecting asset managers to distributors in the UK, Europe and Asia Pacific. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed.

At FE fundinfo, we foster a culture of collaboration and continuous learning. We offer flexible working hours and hybrid work options to support a healthy work-life balance. Our team enjoys regular social events, team-building activities, and opportunities for professional growth through our learning and development programs.

Benefits:

• 25 days of annual leave with the option to buy an extra 5 days each year.
• Benefit from enhanced paternity, maternity, and shared parental leave.
• Secure your future with our pension scheme.
• Advance your career with sponsored learning and development, including formal qualifications.
• Comprehensive health coverage
• Stay fit with discounted gym memberships.
• Take advantage of the Bike to Work scheme for eco-friendly commuting.
• Keep your eyes sharp with eye care and flu jab services.

Join us at FE fundinfo and be part of a team that is dedicated to making the investment management industry better connected and better informed. Apply now to take the next step in your career!