Job Details
ABOUT THE ROLE
The Sales & Business Development Executive is an entry-level commercial role responsible for supporting the growth of Rocketfin Consulting Ltd through lead generation, client outreach, and pipeline management. Working closely with senior leadership, you will play a key role in identifying new business opportunities, nurturing client relationships, and contributing to the firm’s commercial strategy.
A key differentiator for this role is the ability to engage credibly with professionals in financial services — particularly within capital markets — and to confidently demonstrate and present the Rocketfin platform to prospective clients. The successful candidate will be comfortable operating in a relationship-driven environment where trust, domain knowledge, and professional presence matter.
This role offers significant scope for development and progression for the right candidate.
WHAT YOU’LL DO
Business development & lead generation
Research and identify prospective clients across target sectors, focusing on capital markets participants including brokers, banks, asset managers, and trading firms
Generate new leads through targeted outreach, networking, LinkedIn, and industry events
Qualify inbound and outbound leads and manage initial client contact
Maintain an accurate, up-to-date pipeline in the CRM system
Pitches & presentations
Deliver compelling presentations of Rocketfin’s services tailored to client-specific workflows and pain points
Support senior team members in preparing and delivering client proposals
Assist in pitch decks, tender documents, and RFP responses
Adapt messaging for varied audiences — trading desk, ops team, or C-suite stakeholders
Follow up on proposals and manage communication throughout the sales cycle
Networking & relationship building
Proactively build a trusted network across front-office, operations, and technology functions in financial services
Represent Rocketfin at industry events, conferences, and forums
Support account management activity to identify upselling and cross-selling opportunities
Market intelligence
Monitor industry trends, regulatory developments, competitor activity, and market movements relevant to capital markets participants
Provide insight to support sales strategy and go-to-market planning
Contribute ideas to internal strategy and business development meetings
WHAT WE’RE LOOKING FOR
Essential required
Strong written and verbal communication skills with a confident, professional manner
A commercial mindset with a genuine interest in sales and business development
Working knowledge of financial services workflows, particularly within capital markets (e.g. trade lifecycle, brokerage operations, settlement) — gained through work experience, education, or personal interest
Ability to present and explain complex platforms or concepts clearly to varied audiences
Highly organised with strong prioritisation skills and the ability to meet deadlines
Self-motivated and results-driven with a proactive approach to work
Ability to build rapport and maintain positive working relationships
Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Desirable nice to have
Previous experience at or working alongside a broker, bank, exchange, or capital markets firm (e.g. in sales, operations, trading support, or client services)
Experience using CRM software such as HubSpot or similar
Familiarity with LinkedIn Sales Navigator or equivalent prospecting tools
A degree in finance, economics, business, or a related discipline — not essential
Experience delivering platform or software demonstrations to clients
An existing network within financial services that can be leveraged for business development
BENEFITS
£30,000-£40,000 + OTE £120,000
Hybrid working — London office and remote
25 days annual leave + UK bank holidays
Structured onboarding and mentorship from senior leadership
Training and professional development support
Regular performance reviews with a clear progression pathway
EQUAL OPPORTUNITIES
Rocketfin Consulting Ltd is an equal opportunities employer. We are committed to creating an inclusive environment and welcome applications from candidates of all backgrounds, regardless of age, disability, gender, race, religion or belief, sex, or sexual orientation.
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Rocketfin
We make existing tech work together. We call it workspace engineering. We design environments where systems share context throughout the decision lifecycle. We build on platforms like Beacon, Here, and ipushpull where it makes sense — and fabricate our own components when it doesn’t. Complex modelling and risk is in our DNA. We link what already works, rather than replacing it.