Jobs at FE fundinfo

Gather and document client business requirements, translate them into practical solutions using FE fundinfo products, configure platform modules, advise stakeholders, and support ongoing service updates and continuous improvement. Collaborate with project managers, data relationship managers, product teams, and clients throughout project lifecycles.

Prospect new clients through outbound calls, emails, LinkedIn, and inbound inquiries. Generate leads, qualify opportunities, book meetings, deliver tailored pitches, handle objections, meet activity targets, and maintain accurate CRM records. The role includes structured onboarding, coaching, and collaboration with senior BDRs in a hybrid London office environment.

Own the roadmap for an AI-first product squad, identifying customer problems, defining product requirements, prioritizing delivery, and launching commercialized B2B AI solutions. Collaborate with engineering, data science, design, and commercial teams while establishing AI-first practices across the organization. The role is remote with occasional customer travel, primarily to London.

Lead presales engagement for FE fundinfo’s Data Mastering and Nexus platform, including tailored demonstrations, presentations, workshops, RFP/RFI responses, and discovery sessions. Partner with commercial, product, customer success, solution architecture, and delivery teams to support new business and upsell opportunities. Gather market intelligence, develop scalable sales materials, contribute to webinars and industry forums, and act as a thought leader in asset management data management.

Develop and execute a regional business plan to grow adviser clients and assets under management. Build relationships with UK independent financial adviser firms, win new business, increase adoption of model portfolio solutions, attend industry events, deliver regional events, maintain CRM records, and report on pipeline activity. Requires fund or MPS sales experience through adviser channels, established industry relationships, a Level 4 investment qualification, and strong presentation, communication, negotiation, and territory management skills.