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- Tasks: Lead a sales team while driving enterprise sales opportunities in wealth management technology.
- Company: Join a market-leading wealthtech firm revolutionising investment distribution for financial institutions.
- Benefits: Enjoy hybrid working, competitive remuneration, and the chance to grow your own sales team.
- Why this job: Be part of an exciting growth journey in a dynamic industry with a supportive culture.
- Qualifications: Strong sales background in technology solutions for wealth management or private banking is essential.
- Other info: This player-coach role offers a unique opportunity to shape the future of the sales team.
The predicted salary is between 43200 - 72000 £ per year.
Are you a passionate and ambitious wealth management technology (wealthtech) sales professional looking for a sales leadership role? Would you like to accelerate global growth for a market leading wealthtech company? If so, then this could well be the next career opportunity for you!
Excelsior has been engaged to secure a high calibre sales professional for our wealthtech client, who with over 50 clients are looking to appoint a sales leader to ‘take them to the next level’. The company has market leading investment distribution technology solutions for wealth management firms and private banks which revolutionises the workflows of their clients. They have done phenomenally well to date with a small international sales & account management team reporting direct to the CEO, but now is the time to accelerate growth with the appointment of a senior sales professional to lead their sales team.
In a player coach role where you will lead on enterprise sales opportunities as an individual contributor, you will manage the current 3 person sales team, developing sales structures and processes to lead the sales team to greater sales success as part of the company's growth plans. With international company growth you will of course be able to grow your sales team.
Our client is looking for the following in their sales leader:
- Strong new business sales career to date; you may have already made the jump to sales team management, but our client is equally happy to appoint an individual contributor who is ready for that next career step up into a player coach team leadership role.
- Ideally you have strong industry experience in selling technology solutions to wealth management and/or private banking firms.
- The ability to assess market and customer needs and then develop commercial strategies and organisational practices that will ensure long term success.
- An ability to develop salespeople, motivate others and foster positive relationships with both internal staff members as well as external stakeholders.
- Passionate about driving sales growth in order to achieve company revenue objectives.
With this wealthtech company already in a great position for explosive market growth, this sales leadership appointment really is a ‘gem’ of an opportunity for an ambitious wealthtech sales professional to play a key role in accelerating company growth!
Location: London (hybrid).
Remuneration: Commensurate with experience.
WealthTech - Head of Sales (Player Coach role) employer: Excelsior Search - Capital Markets Fintech Recruitment & Executive Search. Americas - EMEA - APAC.
Contact Detail:
Excelsior Search - Capital Markets Fintech Recruitment & Executive Search. Americas - EMEA - APAC. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land WealthTech - Head of Sales (Player Coach role)
✨Tip Number 1
Network within the wealthtech and financial services industry. Attend relevant conferences, webinars, and meetups to connect with professionals who can provide insights or referrals. Building relationships in this niche can significantly enhance your chances of landing the role.
✨Tip Number 2
Demonstrate your understanding of the wealth management technology landscape. Stay updated on the latest trends and challenges in the industry, and be prepared to discuss how you can address these in your potential role. This knowledge will set you apart during interviews.
✨Tip Number 3
Showcase your leadership skills by sharing examples of how you've successfully developed sales teams or mentored colleagues in previous roles. Highlighting your ability to motivate and lead others will resonate well with the player-coach aspect of the position.
✨Tip Number 4
Prepare a strategic vision for the sales team that aligns with the company's growth objectives. Think about how you would structure the sales process and what strategies you would implement to drive success. Presenting this during discussions can demonstrate your proactive approach.
We think you need these skills to ace WealthTech - Head of Sales (Player Coach role)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management technology sales. Focus on your achievements in new business sales and any leadership roles you've held, even if they were informal.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the wealthtech industry and your vision for driving sales growth. Mention specific strategies you would implement to develop the sales team and enhance client relationships.
Showcase Relevant Experience: When detailing your work history, emphasise your experience with technology solutions in wealth management or private banking. Use metrics to demonstrate your success in previous roles, such as revenue growth or client acquisition.
Prepare for Interviews: Anticipate questions about your sales strategies and team management style. Be ready to discuss how you would assess market needs and develop commercial strategies that align with the company's growth objectives.
How to prepare for a job interview at Excelsior Search - Capital Markets Fintech Recruitment & Executive Search. Americas - EMEA - APAC.
✨Showcase Your Sales Achievements
Be prepared to discuss your past sales successes in detail. Highlight specific metrics, such as revenue growth or client acquisition rates, that demonstrate your ability to drive sales and achieve targets.
✨Understand the WealthTech Landscape
Familiarise yourself with the latest trends and challenges in the wealth management technology sector. Being knowledgeable about the industry will show your passion and help you engage in meaningful discussions during the interview.
✨Demonstrate Leadership Skills
Since this role involves managing a sales team, be ready to share examples of how you've developed and motivated others in previous positions. Discuss your approach to fostering positive relationships and building a cohesive team.
✨Prepare Strategic Insights
Think about potential strategies you could implement to accelerate growth for the company. Presenting well-thought-out ideas during the interview can set you apart and demonstrate your proactive mindset.
