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For Companies At a Glance
- Tasks: Drive new business and build relationships with wealth managers and private banks.
- Company: Join a leading provider of WealthTech SaaS solutions transforming the industry.
- Benefits: Enjoy a competitive salary, uncapped commissions, and a hybrid work model.
- Why this job: Be part of an innovative team making a real impact in wealth management.
- Qualifications: Proven B2B sales experience in WealthTech or FinTech is essential.
- Other info: This is a unique chance to grow your career in a high-growth industry.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
An exciting opportunity has emerged for a Sales Professional to join a fast-growing, leading provider of WealthTech SaaS solutions . As the company continues to expand its market presence, we are looking for an experienced sales professional with a proven track record in selling wealth management software to financial institutions, wealth managers , and family offices .
This role offers the chance to join an innovative, industry-leading company known for transforming wealth management practices through cutting-edge technology. As a Sales Professional , you will be at the forefront of this transformation, building relationships with high-level decision-makers, and empowering clients with powerful solutions that drive efficiency, scalability, and better client experiences.
Key Responsibilities
- Drive new business within the DACH region, focusing on wealth managers, private banks , and family offices.
- Present and position the company’s advanced WealthTech SaaS platform to potential clients, showcasing its capabilities in portfolio management , data aggregation , investment performance reporting , and client communication tools .
- Build and maintain long-lasting relationships with C-level executives, Heads of Wealth Management , and other key stakeholders.
- Work closely with pre-sales teams , product specialists , and marketing to tailor solutions and deliver a compelling sales pitch.
- Maintain a deep understanding of the wealth management industry, including market trends, pain points, and regulatory challenges, to ensure you provide high-value insights.
- Lead the full sales cycle , from prospecting and initial meetings to negotiating and closing deals, ensuring high-value contracts are secured.
What We’re Looking For
- Proven experience in B2B sales within the WealthTech or FinTech space , preferably with a background selling SaaS solutions to wealth management firms.
- Strong understanding of the wealth management and private banking industry, with experience in solving business challenges for wealth managers through technology.
- Excellent communication and negotiation skills , with the ability to engage senior stakeholders and effectively close complex deals.
- A self-motivated, goal-oriented individual who thrives in a high-performance environment.
- Track record of success in selling high-value technology solutions, with the ability to understand and articulate the client’s needs and pain points.
Why Join Us?
- Be part of a leading brand recognized for transforming the wealth management industry through advanced technology —cement your reputation alongside an innovative market leader .
- Exceptional career progression opportunities , with a clear path to grow within the organization as we continue to expand in the wealth management space.
- Work in a highly collaborative, dynamic, and supportive environment , where your contributions directly impact business growth.
- Competitive base salary , an uncapped commission structure , and a comprehensive benefits package .
- Hybrid work model , offering flexibility to work remotely while being part of a global team.
- Be at the forefront of a disruptive technology that is changing the way wealth managers operate, enhancing client relationships, and driving innovation.
This is a rare opportunity for a sales professional with experience in wealth management technology to join a rapidly growing company and make a lasting impact in an exciting, high-growth industry . If you\’re looking to cement your name in the WealthTech space, this is your chance to take your career to new heights.
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Sales Professional - WealthTech SaaS Solutions employer: Iopa Solutions
Contact Detail:
Iopa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Professional - WealthTech SaaS Solutions
✨Tip Number 1
Familiarize yourself with the latest trends in WealthTech and FinTech. Understanding the current market landscape will help you engage in meaningful conversations with potential clients and demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the wealth management industry. Attend relevant conferences, webinars, or local meetups to connect with decision-makers and gain insights into their needs and challenges.
✨Tip Number 3
Prepare to discuss specific case studies or success stories from your previous sales experiences. Highlight how your solutions have positively impacted clients, as this will showcase your ability to drive results.
✨Tip Number 4
Demonstrate your understanding of the sales cycle in the SaaS environment. Be ready to explain how you approach prospecting, nurturing leads, and closing deals, as this will show your readiness for the role.
We think you need these skills to ace Sales Professional - WealthTech SaaS Solutions
Some tips for your application 🫡
Understand the Company and Industry: Before applying, take some time to research the company and its position in the WealthTech SaaS market. Familiarize yourself with their products, services, and recent developments in the wealth management industry.
Tailor Your CV: Make sure your CV highlights your relevant experience in B2B sales, particularly within the WealthTech or FinTech sectors. Emphasize your track record of selling SaaS solutions and your understanding of the wealth management landscape.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the industry and your ability to drive new business. Mention specific achievements in your sales career that demonstrate your skills in engaging C-level executives and closing complex deals.
Highlight Key Skills: In your application, emphasize your excellent communication and negotiation skills. Provide examples of how you've successfully built relationships with key stakeholders and tailored solutions to meet client needs.
How to prepare for a job interview at Iopa Solutions
✨Understand the WealthTech Landscape
Before your interview, make sure to research the current trends and challenges in the WealthTech industry. Being able to discuss these topics will demonstrate your knowledge and passion for the field, which is crucial for a Sales Professional role.
✨Showcase Your Sales Achievements
Prepare specific examples of your past sales successes, particularly in B2B environments. Highlight how you closed complex deals and built relationships with C-level executives, as this aligns with the responsibilities of the position.
✨Tailor Your Pitch
During the interview, be ready to present how you would position the company's WealthTech SaaS solutions to potential clients. Tailor your pitch to showcase your understanding of their needs and how the technology can solve their pain points.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth strategy, product offerings, and market positioning. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
