Sales Manager Financial Services

20Quant; United States; Remote; GBP 60,000 - 90,000; Full time

Job summary

20Quant seeks an experienced Sales Manager to grow the UK and European commercial pipeline for financial advisory services. You will engage senior investment professionals and advisers, manage opportunities from prospecting to closing, and leverage existing relationships while building new ones.

The role is remote with travel across the UK and Europe as needed, requiring a proven background in selling to professional and sophisticated investors.

Qualifications

• 3+ years in sales/business development within financial services.
• Experience selling financial advisory services to professional investors.
• Strong consultative selling and relationship-building skills.

Responsibilities

• Develop and manage UK/European commercial pipeline.
• Identify opportunities with institutional investors, family offices, HNW individuals, and independent advisers.
• Lead conversations, qualify prospects, and drive proposals to close.

Skills

Financial services sales

Consultative selling

English proficiency

UK/Europe markets

Networking

Independent work

Tools

CRM software

Job description

20Quant develops financial research, quantitative tools and advisory solutions for professional investors and financial advisers.

Our work combines proprietary research, quantitative models, technology and AI to support investment analysis, portfolio construction and decision-making.

We are expanding our commercial presence across the UK and European markets and are looking for an experienced Sales Manager with an established background selling financial advisory services to professional and sophisticated investors.

The Role

About 20Quant

20Quant develops financial research, quantitative tools and advisory solutions for professional investors and financial advisers.

Our work combines proprietary research, quantitative models, technology and AI to support investment analysis, portfolio construction and decision-making.

We are expanding our commercial presence across the UK and European markets and are looking for an experienced Sales Manager with an established background selling financial advisory services to professional and sophisticated investors.

The Role

The Sales Manager will be responsible for developing and managing 20Quant’s commercial pipeline across the UK and Europe, from prospect identification and qualification through to proposals, negotiation and closing.

This is a hands-on business development and sales role requiring direct experience selling financial advisory services to professional investors and advisers.

Candidates must have previous experience selling to at least two of the following client categories:

• institutional investors
• family offices
• high-net-worth individuals
• independent financial advisers

The role requires someone who understands how these clients evaluate external financial expertise, research and advisory services, and who can manage a consultative sales process with senior investment and advisory professionals.

Key Responsibilities

• build and manage a qualified commercial pipeline across the UK and European markets
• identify and develop opportunities with institutional investors, family offices, high-net-worth individuals and independent financial advisers
• leverage existing relationships and develop new ones across at least two of these core client segments
• lead initial conversations and discovery meetings to understand prospective clients’ investment, research and advisory requirements
• present 20Quant’s financial advisory, research and quantitative capabilities in a way that is relevant to each client’s specific needs
• manage the full sales process, including prospecting, qualification, meetings, proposals, negotiation and closing
• develop long-term commercial relationships with senior decision-makers within investment and advisory organisations
• work closely with the research, Portfolio Management and wider 20Quant team to translate client requirements into appropriate solutions
• maintain an accurate view of the commercial pipeline, opportunities, next steps and expected conversion
• contribute to the development of 20Quant’s go-to-market approach across the UK and Europe, providing direct feedback from clients and prospects

Essential Experience

• minimum 3 years of relevant sales or business development experience within financial services
• demonstrable experience selling financial advisory services to at least two of the following: institutional investors, family offices, high-net-worth individuals and independent financial advisers
• experience managing complex, consultative sales processes with senior financial and investment professionals
• strong understanding of the requirements and decision-making processes of professional investors and financial advisers
• ability to develop opportunities from initial prospecting through to commercial negotiation and closing
• existing network and relationships within relevant UK and/or European financial markets
• excellent spoken and written English
• ability to operate independently and take ownership of commercial opportunities from beginning to end

Preferred Experience

Experience working with investment research, portfolio advisory, asset allocation, quantitative investment solutions or related financial services would be particularly relevant.

Additional European languages and an established network spanning more than one European market would also be advantageous.

Commercial Profile

The role is suited to someone who is comfortable selling expertise rather than standardised products. The Sales Manager should be able to understand sophisticated client requirements, communicate effectively with investment professionals and build credibility over a potentially longer and more consultative sales cycle.

The successful candidate will already have meaningful experience working commercially with at least two of 20Quant’s core client groups and should be comfortable developing relationships across both the UK and wider European markets.

Location

UK or Europe.

The role can be performed remotely, with availability to travel across the UK and Europe for client meetings, events and other commercial activities as required.

Compensation

For the first six months, the role will operate on a commission-only basis.

Following the initial six-month period, the compensation structure will move to a combination of base salary, commission and performance-related bonus, subject to performance and mutual agreement.