Cross-Selling Analyst

Job title: Cross-Selling Analyst

About the Role Within Marex's Client Coverage & Cross-Selling function, the Cross-Selling Analyst turns client, revenue and segment data into actionable growth opportunities. You will quantify opportunities, track conversion through revenue tiers, and provide insights to sales and relationship teams to deepen client relationships across product, service and geographic coverage.

What You'll Do

• 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.
• Ensure compliance with regulatory requirements under 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.
• Act as role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values.
• Comply with the FCA's Code of Conduct at all times.
• Ensure awareness of internal policies related to your role and report breaches to Compliance and/or your supervisor as required.
• Escalate risk events immediately and provide input to risk management processes, as required.

What We're Looking For

• 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.
• Collaborative team player, approachable and able to influence a positive work environment.
• 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.

Nice to Have

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