Financial Solutions Sales Specialist

Insight Select Limited; Greater London; Hybrid; GBP 130,000 - 190,000; Full time

Benefits offered by this job

Hybrid working arrangement

Exposure to leading investment firms

Career progression opportunities

Job summary

Insight Select Limited in London is seeking an experienced Financial Solutions Sales Specialist to join the Enterprise Sales team on a hybrid basis. The role focuses on supporting buy-side investment firms with complex derivative valuation, risk management and portfolio analytics solutions.

You will drive strategic growth, build senior stakeholder relationships and act as a trusted advisor to clients on investment workflows and risk objectives.

Qualifications

• Experience selling to buy-side investment firms.
• Deep derivatives and valuation knowledge.
• Understanding of investment workflows and risk processes.
• Proven ability to close high-value deals.
• Strong communication and presentation skills.

Responsibilities

• Develop and execute a sales strategy across a designated territory.
• Build and grow relationships with senior decision makers.
• Advise clients on investment workflows and risk management objectives.
• Drive new business and revenue growth, with upsell opportunities.
• Collaborate with product, research and engineering to meet client needs.
• Serve as SME on derivative valuation workflows across front, middle, back-office.
• Stay abreast of market developments and regulatory changes.

Skills

Derivatives sales

Valuation analytics

Risk management

Stakeholder management

Consultative selling

Financial markets knowledge

Job description

Financial Solutions Sales Specialist | London (Hybrid) | £130,000 - £190,000 + bonus

My client, a leading global financial technology and analytics organisation, is seeking an experienced Financial Solutions Sales Specialist to join their growing Enterprise Sales team. This role will focus on supporting buy-side investment firms with complex derivative valuation, risk management and portfolio analytics solutions.

This is an excellent opportunity for a commercially focused sales professional with deep derivatives expertise to drive strategic growth across a defined client base, working closely with senior investment, risk and operations stakeholders.

Responsibilities

• Develop and execute a sales strategy across a designated territory, identifying opportunities for derivative valuation, risk and analytics solutions
• Build, manage and grow relationships with key decision makers, including C-suite executives, investment leaders and risk professionals
• Act as a trusted advisor to clients, understanding their investment workflows, valuation processes and risk management objectives
• Drive new business acquisition and revenue growth whilst identifying opportunities to upsell broader enterprise solutions
• Partner closely with internal product, research and engineering teams to support client requirements and influence product development
• Serve as a subject matter expert on derivative valuation workflows and best practices across front, middle and back-office functions
• Keep abreast of market developments, regulatory changes and emerging technologies within risk management and valuation services

Skills & Experience

• Proven track record of selling complex financial, data, analytics or risk management solutions into buy-side investment firms
• Strong understanding of derivatives, valuation methodologies, liquidity considerations and related market data
• Deep knowledge of buy-side operating models, investment workflows and risk management processes
• Demonstrated success in building senior stakeholder relationships and closing high-value sales opportunities
• Strong quantitative, analytical and commercial skills
• Excellent communication, presentation and consultative selling abilities
• Self-motivated with the ability to work independently whilst collaborating across wider business functions
• Strong awareness of market trends and evolving client requirements within the investment management sector

Package

• Hybrid working arrangement
• Opportunity to join a market-leading and rapidly growing financial technology business
• Excellent career progression and exposure to some of the world's leading investment management firms