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- Tasks: Drive enterprise sales for a leading investment management platform across the UK and Europe.
- Company: Join a fast-growing fintech revolutionising wealth management worldwide.
- Benefits: Enjoy hybrid working, competitive salary, equity options, and career progression opportunities.
- Why this job: Be part of an innovative culture focused on client impact and collaboration.
- Qualifications: Proven sales experience in SaaS or fintech, preferably in wealth management.
- Other info: Work with top-tier clients and industry leaders to solve complex financial challenges.
The predicted salary is between 43200 - 72000 £ per year.
Are you ready to join a fast-growing fintech leader that’s revolutionizing how wealth is managed worldwide? We’re looking for a dynamic Enterprise Sales Executive to drive the growth of a market-leading investment and portfolio management platform across the UK and Europe.
Why This Role Stands Out
- Work with a pioneering platform that delivers unmatched data aggregation, analytics, and reporting for wealth managers, family offices, and financial institutions.
- Sell technology that solves complex financial data challenges with cutting-edge cloud and SaaS solutions.
- Partner with top-tier clients and industry leaders, empowering them to make smarter investment decisions and improve client outcomes.
- Join a fast-growing, well-funded company combining startup agility with the stability of significant market momentum.
- Thrive in a collaborative, mission-driven culture focused on innovation, inclusion, and delivering real client impact.
- Enjoy a role that offers exposure to a broad network of wealth management professionals across Europe.
What You’ll Do
- Own and expand the enterprise sales pipeline for the company’s portfolio of wealth and investment management solutions.
- Build trusted relationships with senior decision-makers at wealth managers, family offices, and financial institutions.
- Deliver tailored demos and presentations that clearly articulate how the platform transforms portfolio management and reporting.
- Collaborate with product and marketing teams to tailor solutions to evolving client needs and market trends.
- Drive strategic deals through complex sales cycles to consistently exceed targets.
What We’re Looking For
- Proven enterprise sales experience selling complex SaaS or fintech solutions, preferably in wealth management, portfolio management, or financial data analytics.
- Strong network and credibility within wealth management or financial services sectors in Europe.
- Excellent consultative selling skills with a passion for solving client challenges through technology.
- Self-motivated, collaborative, and results-oriented, thriving in a high-growth, fast-paced environment.
Why Join?
- Competitive base salary + attractive OTE and equity options.
- Hybrid working from London — flexibility that fits your lifestyle.
- Be part of an innovative fintech shaping the future of wealth management globally.
- Career progression opportunities in a market leader with a strong growth trajectory.
If you’re ready to sell a truly transformative wealth management platform and build lasting client partnerships, let’s talk.
Enterprise Sales Executive – Wealth & Investment Technology employer: Iopa Solutions
Contact Detail:
Iopa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Enterprise Sales Executive – Wealth & Investment Technology
✨Tip Number 1
Network strategically within the wealth management and fintech sectors. Attend industry events, webinars, and conferences to connect with decision-makers and showcase your expertise in enterprise sales.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management technology. Understanding the challenges faced by financial institutions will help you tailor your approach and demonstrate how our platform can solve their specific problems.
✨Tip Number 3
Prepare to discuss your previous successes in enterprise sales, particularly in SaaS or fintech. Be ready to share specific examples of how you've driven growth and built relationships with senior stakeholders.
✨Tip Number 4
Showcase your consultative selling skills during any interactions. Focus on understanding client needs and articulating how our innovative solutions can enhance their investment strategies and client outcomes.
We think you need these skills to ace Enterprise Sales Executive – Wealth & Investment Technology
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Enterprise Sales Executive position. Tailor your application to highlight relevant experience in selling SaaS or fintech solutions.
Craft a Compelling CV: Your CV should clearly showcase your proven enterprise sales experience, particularly in wealth management or financial data analytics. Use quantifiable achievements to demonstrate how you've exceeded targets in previous roles.
Write a Tailored Cover Letter: In your cover letter, express your passion for technology and how it can solve client challenges. Mention specific examples of how you've built relationships with senior decision-makers and delivered successful presentations.
Highlight Your Network: If you have a strong network within the wealth management or financial services sectors in Europe, make sure to mention this in your application. It shows that you have credibility and connections that could benefit the company.
How to prepare for a job interview at Iopa Solutions
✨Research the Company and Industry
Before your interview, take the time to understand the fintech landscape, particularly in wealth management. Familiarise yourself with the company's platform, its unique selling points, and how it stands out from competitors. This knowledge will help you articulate why you're a great fit for the role.
✨Prepare for Consultative Selling Questions
Given the emphasis on consultative selling in this role, be ready to discuss your approach to understanding client needs. Prepare examples of how you've successfully solved complex challenges for clients in the past, particularly in SaaS or fintech environments.
✨Showcase Your Network
Highlight your connections within the wealth management and financial services sectors. Be prepared to discuss how these relationships can benefit the company and how you plan to leverage them to drive sales and build partnerships.
✨Demonstrate Your Passion for Technology
Express your enthusiasm for technology and how it can transform the wealth management industry. Share insights on current trends and innovations that excite you, and explain how you see these impacting client outcomes in the future.
