Our client is an early-stage B2B SaaS company operating at the intersection of AI and enterprise finance. Backed by well-known institutional investors and founded by strong technical alumni, they recently closed a significant Series A and are scaling their team to meet growing customer demand.

You’ll own the technical foundation of every customer deployment – from integration scoping and data validation through go-live and long-term production support. Working directly with enterprise finance teams, you’ll embed with customers, configure the platform around their banking data and ERP systems, and translate complex business problems into concrete engineering work.

This isn’t a pre-sales or solutions engineering role – it’s hands-on, post-sale technical ownership with real product influence.

Key attributes of a suitable Forward Deployed Engineer include:

• Production-Grade Engineering Background – 3-5 years as an FDE or customer-facing SWE, with a track record of shipping code to external customers and owning deployments end-to-end.
• Technical Depth Meets Client Fluency – Proficient in TypeScript and/or Python, comfortable with data integrations and ERP systems, and able to communicate complex technical concepts clearly to non-technical enterprise stakeholders.
• Early-Stage Mindset – You’ve worked at a high-growth startup or made the leap from Big Tech and want real ownership. Fintech or financial services experience is a strong plus.

Operating internationally, the company provides research and insights services that help businesses make better data-driven decisions.

They specialise in market intelligence, competitor analysis, and sector-specific research across industries such as Finance, Asset Management, Private Equity, Tech, Management Consulting & Luxury Retail.

A high-impact role for a researcher who wants real ownership – working directly with sophisticated asset management and financial services clients, turning complex primary research into strategic insight that shapes decisions. The visibility and variety here is what larger firms rarely offer at this level.

With direct exposure to senior leadership and client relationships, the path to Director is clear and actively supported – ideal for someone ready to step up without waiting for a seat at the table.

Key attributes of the successful candidate include:

• Quantitative research expertise – survey and questionnaire design, fieldwork management, and techniques such as Conjoint, Max Diff, Segmentation, and Key-Driver Analysis
• Financial services background – a good understanding of B2B client dynamics and the strategic questions that matter in this space
• Strong communication skills — able to hold their own in client interactions, answer questions directly, and present findings with confidence and clarity
• Commercial mindset – a willingness to take on revenue responsibilities and grow into a client-facing, commercially accountable role over time

This role combines sector strategy, commercial accountability and research leadership. It’s an opportunity for an experienced FS research leader ready to step into broader vertical ownership — with real influence over growth, positioning and team direction.

The Opportunity

Financial Services is a priority sector with strong existing foundations across brand tracking, ad hoc research and tech-enabled solutions. The business is evolving towards a more tech-first, insight-driven model, creating genuine scope to redefine and scale the FS proposition.

You will:

• Shape and execute the UK FS growth strategy (with EMEA ambition)

• Take ownership of a significant revenue target

• Lead and develop senior Research Directors and team members

• Drive growth across tracking, ad hoc and product-led solutions

• Build and deepen C-suite relationships across banking, insurance and wealth

• Collaborate internationally to strengthen the global FS offer

• Play a visible role in thought leadership and sector profile

• Senior-level experience in Financial Services research

• Strong quant background (tracking + ad hoc) ideally B2B

• Commercially minded, with experience contributing to or owning revenue

• Comfortable leading senior clients and high-performing teams

• Interested in shaping sector strategy, not just delivering projects

• Open to innovation and tech-enabled insight approaches

This is not purely a delivery role. It’s designed for someone ready to take a more strategic, commercially accountable leadership position within Financial Services research.

If you’d like to explore confidentially, please message me directly.

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