Sales Exeuctive - Funds Services, Fintech.


Sales Exeuctive - Funds Services, Fintech.

  • Develop and assume ownership of your own sales pipeline to ensure that personal and company sales objectives are delivered.
  • Identify and build strong relationships with the senior level/C-level decision makers at your assigned accounts and the wider investment industry who are responsible for the products and services offered.
  • Develop a technical understanding of our product set and how it applies to your targets so you can effectively introduce opportunities when they present themselves.
  • Maintain constant awareness of current and planned development of new products and services. Interface with clients to keep them aware of updates.
  • Responsible for the planning and execution of sales tasks ensuring priority and quality engagement across all areas of your own sales pipeline.
  • Report on the quality of your sales pipeline on an ongoing basis through the accurate reporting of sales information in Salesforce.
  • Develop strong interpersonal relationships across internal  teams.
  • Deliver fee proposals and negotiate and execute contracts with clients.
  • Attend conferences, seminars and other industry-related events to strengthen existing client relationships, develop new relationships, remain current on industry issues, increase your awareness of competitive offerings and promote our products and services.
  • Travel is required, mainly within Europe and North America.






  • At least 5 years’ experience in a sales role carrying quota, preferably within the investment services industry with a proven track record of achieving sales targets.
  • Ability to build a pipeline, accurately forecast and meet or exceed annual sales quota assignments.
  • Strong business acumen and ability to understand how our client’s business works.
  • Individual with strong relationship building and reputation building skills. Ability to develop senior level relationships internally and externally.
  • Ability to understand technical information on our products and services and to communicate this information with technical and non-technical personnel.
  • Ability to organise and prioritise multiple tasks to ensure timely execution of deliverables.
  • Ability to lead external meetings, set agendas, communicate value proposition, build agreement and execute the plan with stakeholders.
  • Excellent written and verbal communication and presentation skills.
  • Comprehensive Microsoft Office skills essential.
  • Ability to travel freely within the EU and North America required.
  • Comprehensive knowledge of the asset and wealth management industries and the supporting systems and technology is a distinct advantage.
  • A detailed knowledge of the European fund’s regulatory environment a distinct advantage – UCITS, PRIIPs, MiFID II Costs and Charges.
  • Familiarity with using Salesforce is beneficial.


Additional Information

  • An opportunity to be part of a fast-paced growing company that will help you develop your career and progress through the company.
  • A platform to build strong professional working relationships within the global funds arena.
  • An opportunity to work with colleagues across a wide variety of business, technology, financial, compliance and operational backgrounds enabling you to add new value across the company.
  • Excellent benefits package including private healthcare, contributory pension scheme, EAP programme, life assurance, tax saver commuter ticket, bike to work scheme.
  • Strong focus on personal learning and development culture.
  • Opportunity to participate in innovation programmes- we recognise and reward new ideas.
  • Be part of the fun - sports and social and charitable events organised throughout the year.



Conor Byrne, Director, Banking and Financial Recruitment - Your e-Frontiers consultant for this job

With over 15 years of experience working in Financial Services in Sydney, Dublin and Hong Kong, Conor joins e-Frontiers as Director of Banking and Financial Services. He has worked for State Street and previously for Goldman Sachs and JP Morgan, Conor brings a wealth of international experience within Financial Services. Having Managed large teams and being a hiring manager himself, Conor has a strong knowledge and hands on experience across a range of financial products, instruments as well as regulatory requirements. With Domain experience and a large network across a number of areas Conor and team add value to both Clients and Candidates

Specialises in: Hedge Fund administration, Private Equity, Asset Management, AML/KYC, Custody, Middle office, Compliance, Transfer Agency