Sales Director

ShortList Recruitment Limited; United States; On-site; USD 150,000 - 230,000; Full time

Job summary

ShortList Recruitment Limited is recruiting a Director of Sales for an established investment management client in the US. This senior, quota-carrying role is remote, requires building a pipeline from scratch, and targeting net-new clients to exceed aggressive revenue targets.

The role emphasizes hunting new business, prospecting decision-makers face to face, and selling advisory or capital markets services into banks and depository institutions. Travel is required.

Qualifications

• External business development into the Banking sector (cold calling, pipeline build)
• Experience selling into regional and community banks
• Knowledge of asset-liability management, fixed income and balance sheet strategy
• Experience selling into the C-suite and senior decision-makers
• Strong commercial understanding of finance and financial services
• Strategic sales planning and consistently beating targets
• Confident with contracts, negotiating, and change management
• Entrepreneurial drive with boardroom presence and strong communications

Responsibilities

• Own a defined US territory and build your own pipeline from the ground up
• Steer opportunities to signed mandates in a hunting role
• Sell advisory/investment/capital markets services to depository institutions and senior finance leaders
• Travel for client meetings and industry events as needed

Skills

Banking BD

Regional banks

ALM knowledge

C-suite selling

Finance acumen

Sales strategy

Contracts & negotiation

Entrepreneurial drive

Boardroom presence

Communication

Job description

Competitive base salary plus uncapped commission

ShortList is recruiting a Director of Sales on behalf of an established investment management firm. Our client provides advisory solutions to institutional clients across the US, and is now expanding its commercial team to drive its next phase of growth.

This is a senior, quota-carrying new business appointment. You will own a defined territory, building your own pipeline from the ground up, shaping each opportunity, and steering it all the way to a signed mandate. The remit is squarely about landing net-new clients and exceeding aggressive revenue targets.

This is a hunting role rather than relationship management. The firm needs a true self-starter who thrives on cold prospecting, disciplined outreach, and getting in front of decision-makers face to face. I would particularly like to hear from sales professionals who have sold advisory, investment, or capital markets services into credit unions, community banks, or other depository institutions, as well as senior finance or commercial leaders looking to move into a client-facing business development role.

Key Requirements

• A demonstrated track record of external business development into the Banking sector (cold calling, pipeline build, CRM management)
• Experience selling into regional and community banks is key
• Knowledge of asset-liability management, fixed income, balance sheet strategy, and hedging
• Experience selling into the C-suite and senior decision-makers
• Solid commercial understanding of finance and the broader financial services landscape
• Strong strategic sales planning with a record of beating target
• Confident with contracts, negotiating, and change management

Key Skills

• Relentless, entrepreneurial, and results-obsessed
• Genuine boardroom presence with credibility to win senior leaders' trust
• Excellent written and verbal communication for polished presentations and proposals
• Methodical territory and account planning
• Able to manage several opportunities at once
• Willing to travel and work a flexible schedule

The position is fully remote, with travel for client meetings and industry events.