Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment

Captura Search; Chelmsford; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading FinTech firm in Chelmsford is seeking a proactive sales professional to join their expanding sales team. The ideal candidate will have a proven track record in asset management sales, identifying, and closing client accounts. This role offers a highly competitive salary and commission scheme, along with the chance to work in a demanding and entrepreneurial environment. The firm values hard work and recognizes sales contributions, making it a compelling time to join.

Benefits

Highly competitive salary

Commission scheme

Recognition for sales contributions

Qualifications

• Proven track record in identifying and closing new clients.
• Well-developed knowledge of the Asset Management market.
• Ability to manage a significant sales pipeline.

Responsibilities

• Identify and engage with Asset Management firms.
• Manage and prioritize the sales pipeline.
• Work with inside-sales on technical communication.

Skills

Sales track record

Knowledge in Asset Management

Cold calling

Sales pipeline management

Job description

Captura Search is working with this successful & privately owned FinTech firm headquartered in the USA, but with an established team near Liverpool St Station here in London. They offer an exceptional suite of SaaS / Cloud based portfolio management technologies to the buy side market. Our clients' solutions have proven successful rate when competing in RFP / RFI processes, and are displacing competitor legacy solutions when they go up against them. Due to a renewed focus on the UK they are expanding their London sales team – this is a very compelling time to join them.

They are looking to add a proactive sales professional who has a proven track record in identifying and closing new logo clients specifically with Asset Management firms.

As well as the opportunity to sell in such competitive times, they will also reward you very well with a highly competitive salary and commission scheme.

Responsibilities

• Identify, prospect, and engage with Asset Management firms that would have a strong need for credible and modern alternative solutions.
• Responsible for identifying and cold-calling (for Tier One targets) Asset Management prospects.
• Work with inside-sales and pre-sales to communicate technical concepts in a simple & easy to understand format to engage clients and demonstrate how you can solve their problems.
• Manage & prioritise the sales pipeline appropriately.
• Work closely with marketing on targeted campaigns to the asset management community throughout the UK & Europe.

Requirements

• Able to successfully manage a significant pipeline of sales opportunities with Asset Managers.
• Must have a proven and successful sales track record with the following / or similar types of FinTech firms:
• FIS (InvestONE) • Simcorp (Dimension) • Finastra (Misys - Fusion Invest solution) • Fidessa LatentZero • SS&C (Camra, HiPortfolio, APX) and Advent Software (Part of SS&C - Geneva, Axys, Altair, Tradex) • State Street (Including Global Exchange (SSgX) & Charles River Development) • Temenos Multifonds • Eagle Investment Systems • Broadridge Financial Solutions • BlackRock Aladdin • Factset BISAM / Portfolio Analytics • Rimes • EZE Software - Tradar • StatPro • Calypso Technology (Investment Management) • Objectway (eXimius) • Tora (Prism) • Milestone Group • Linedata • eFront • IHS Markit - Asset Management Solutions • AIM Software (GAIN) • Bloomberg (PORT / AIM) • Profidata • Profile Software • MSCI Barra.

• Must be able to manage a significant sales pipeline.
• Must have a well-developed knowledge and network in the Asset Management market, especially across the front office.
• Must have an interest in working for a demanding and entrepreneurial firm that rewards hard‑work and recognises sales contributions.
• Our client is looking for talented sales executives who possess both passion and enthusiasm for sales.
• Someone with the drive to succeed and bring a startup work ethic to the role.
• The firm has a very attractive compensation scheme that will reward success appropriately.

If you are now ready to join a proven and disruptive FinTech vendor experiencing outstanding year‑on‑year growth, we would welcome hearing from you, with a view to arranging a discreet conversation about this opportunity.

Keywords

software, asset management, investment management, fund management, portfolio management, trading, fund accounting, investment accounting, risk management, portfolio order management, enterprise data management, performance attribution, performance measurement, client reporting.