2025/Q4 - New Business Lead [Closed]

Allocation Strategy Ltd.; Greater London; Hybrid; GBP 120,000 - 240,000; Full time

Benefits offered by this job

Equity participation in high-growth

Hybrid working model

International exposure

Job summary

Allocation Strategy Ltd. in London is seeking a first dedicated sales leader to own and scale our commercial function within a fintech setting. You will build the sales engine from ground up with autonomy and a clear path to Chief Revenue Officer.

You will lead GTM, establish a scalable pipeline, engage institutional asset allocators and macro teams, and collaborate with the founding team to refine our product based on market feedback. Hybrid work with international exposure offered.

Qualifications

• 10+ years in financial services sales, ideally in investment solutions or fintech.
• Deep network/understanding of institutional investors and asset allocators.
• Experience selling to CIOs, PMs, or investment strategy teams.

Responsibilities

• Own and execute the go-to-market and sales strategy.
• Build and manage a pipeline from scratch.
• Articulate value proposition to clients.
• Convert prospects into long-term institutional clients.
• Establish a CRM-driven workflow and sales playbook.
• Define and deliver on KPIs (ARR growth).
• Collaborate with product to refine GTM and offering.
• Gather market insights to shape product roadmap.
• Hire, lead, and scale the sales team.

Skills

Financial services sales

Institutional network

CIOs/Portfolio managers engagement

Negotiation skills

Startup mindset

International travel

Tools

CRM (Salesforce)

Investment analytics tools

Job description

We’re hiring our first dedicated sales leader to own and scale Allocation Strategy’s commercial function. This is a rare chance to join a fintech redefining institutional asset allocation at an early stage, with full autonomy to build our sales engine from the ground up and a clear path to Chief Revenue Officer.

About Us

Allocation Strategy is a London-based fintech providing analytical infrastructure to institutional investors. Our mission is to set the industry standard in asset allocation analytics — transforming how investors make their most important portfolio decisions. Our subscription-based solutions combine cutting-edge analytics with efficiency, helping clients do more with less.

We take a consultative selling approach, working to understand each client’s unique needs and investment processes, adding value through our solutions.

Objective

Build and lead the sales function at Allocation Strategy, covering the full lifecycle of sales to drive client acquisition and revenue growth. Establish a scalable sales process, engage institutional asset allocation teams and macro investors, and work closely with the founding team to refine our product based on market feedback.

Key Responsibilities

• Own and execute the go-to-market and sales strategy
• Build and manage a high-quality pipeline from scratch
• Articulate Allocation Strategy’s value proposition to clients
• Convert prospects into long-term institutional clients
• Establish our CRM-driven workflow and sales playbook
• Define and deliver on key sales KPIs (ARR growth, client acquisition)
• Collaborate with the product team to refine our offering and GTM strategy
• Gather and share market insights to shape product roadmap
• Hire, lead, and scale the sales team as we grow.

What We Are Looking For

Must-Have:

• 10+ years’ experience in financial services sales, ideally in investment solutions, financial data/infrastructure, fintech, or investment tech
• Deep network and/or understanding of institutional investors, particularly asset allocators and macro teams.
• Experience selling to CIOs, portfolio managers, or investment strategy teams
• Familiarity with asset allocation, macro strategy, and investment modelling tools
• Proven track record of building and closing a pipeline from scratch
• Excellent communication, negotiation, and relationship-building skills
• Comfortable in a fast-moving startup environment with a hands-on mindset
• Ability to translate client feedback into actionable product insights
• Willingness to travel internationally.

Nice-to-Have:

• Experience in high-growth startups or as part of a founding team
• Understanding of procurement and compliance processes in institutional investing.

What we offer

Compensation

• Equity participation in a high-growth venture
• Competitive base salary plus significant commission structure.

Other Benefits

• A collaborative, mission-driven environment where your work directly shapes how institutional investors make multi-billion-dollar decisions
• Rapid career progression as the sales team and company scale
• Hybrid working model with international exposure
• Access to advanced technology and resources.