Cross-Selling Analyst

About Marex

Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets. The group provides comprehensive breadth and depth of coverage across four core services: clearing, agency and execution, market making, and hedging and investment solutions. It has a leading franchise in many major metals, energy and agricultural products, with access to 60 exchanges. The group provides access to the world’s major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers. With more than 40 offices worldwide, the group has over 3,000 employees across Europe, Asia and the Americas.

For more information visit https://www.marex.com/

Position Reference: VN2941

Department description

Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights and analytics.

The Client Coverage & Cross-Selling function is responsible for identifying and converting cross-selling opportunities across Marex’s existing client base. The team works closely with Relationship Managers, Sales and Data to surface and action expansion opportunities, with a particular focus on Top Tier and multi-segment clients. The function manages the CRM client intelligence platform and the Cross-Selling Power BI suite, providing the firm with a single, reliable view of coverage and client-expansion actions.

Role Summary

Sitting within the Cross-Selling function, this role turns client, revenue and segment data into actionable growth opportunities. The Cross-Selling Analyst is the analytical engine behind the strategy quantifying the opportunity, tracking conversion through the revenue tiers, and equipping sales and relationship teams with the insight needed to deepen existing client relationships across product, service and geographic coverage.

Responsibilities

Role specific:

• Manage cross-selling introductions end-to-end to drive conversion.
• Lead integration activity to build cross-selling plans for acquisitions.
• Run Client Expansion Assessments and oversee the resulting actions.
• Research and prepare responses to client coverage questions.
• Surface priority mid-tier clients and support their progression to the top revenue tiers through targeted engagement.
• Analyse client revenue, segment penetration and tier progression to identify and size cross-sell opportunities.
• Track the opportunity pipeline and produce client expansion assessments for sales and leadership.
• Monitor multi-segment penetration and conversion, identifying what works so it can be scaled across coverage.
• Collect insight on dropped clients and movements needing investigation.

All staff:

• Ensuring compliance with the company’s regulatory requirements under the FCA, NFA, AMF, AFM, MAS.
• Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with.
• Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values.
• At all times complying with the FCA’s Code of Conduct
• To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility
• To report any breaches of policy to Compliance and/ or your supervisor as required
• To escalate risk events immediately
• To provide input to risk management processes, as required.

Competencies, Skills, Experience & Qualifications:

Skills and Experience:

• Engineering, Data and/or Finance background (or equivalent).
• Strong analytical and research skills, comfortable interrogating large client and revenue datasets.
• Hands-on Power BI development, data modelling, dashboards and reporting.
• Proficiency in SQL and data visualisation tools.
• Confidence working with revenue, client and segmentation datasets.
• Excellent written communication for client-coverage responses and group materials.
• Highly organised; able to track and oversee actions through to completion.

Desirable:

• Exposure to financial services or commodities markets.
• Familiarity with CRM systems and client intelligence platforms.
• Experience working with CRM or similar client management tools.

Competencies:

• A collaborative team player, approachable and able to influence a positive work environment.
• Demonstrates intellectual curiosity and a drive to uncover insight.
• Resilient in a challenging, fast-paced environment.
• Structured thinking with strong attention to detail.
• Excels at building relationships, networking and influencing others.
• Ability to manage multiple priorities and deliver to deadlines.

Conduct Rules, You must:

• Act with integrity
• Act with due skill, care and diligence
• Be open and cooperative with the FCA, the PRA and other regulators
• Pay due regard to the interests of customers and treat them fairly
• Observe proper standard of market conduct
• Act to deliver good outcomes for retail customers

Company Values

Be collaborative - by working together across the organisation, we foster teamwork, can better respond to challenges and successfully deliver for our clients

Act with integrity - we pride ourselves on our honesty and high ethical standards. We apply these values when working with all our clients, colleagues and other stakeholders

Be adaptable and entrepreneurial - we embrace change as markets evolve to constantly increase our efficiency and create innovative solutions for our clients. We are interested in the world around us and inquisitive about understanding the challenges and opportunities our clients face.

Be respectful – how we treat each other, and our clients says everything about who we are. We always act respectfully and treat people fairly in everything we do.

Nurture talent – we aim to grow our own talent and make Marex the place ambitious, hardworking and talented people choose to build their career. This means giving and taking stretch opportunities, taking risks, and committing to career development and support – for ourselves and our teams.

Adaptable and Nimble- Our size and flexibility is an advantage. We are big enough to support our client’s various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction.

Marex is fully committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We value the differences that a diverse workforce brings to the company.  We welcome applications from candidates returning to the workforce.  Also, Marex is committed to avoiding circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

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