Chief Sales Officer

Job Description – Chief Sales Officer (CSO)

Location: London

Reporting to: CEO | Board of Directors

About Us

At 12% Profit, we’re on a mission to democratise wealth creation. Through simple, transparent, and fee-free investment plans, we target to deliver consistent returns of 12% annually, empowering investors to achieve financial independence. Backed by institutional expertise and a commitment to ethical investing, we’re redefining the future of wealth. Join us as we make financial freedom accessible to everyone.

Position Overview

As Chief Sales Officer (CSO) , you will be responsible for building and leading a world-class sales and distribution framework , driving AUM growth through strategic partnerships, private wealth channels, and institutional investor relations. You will oversee Regional Managers, Wealth Managers, and Relationship Managers , ensuring a high-conversion, data-driven sales process.

This role requires a highly experienced, well-networked leader who has successfully built and scaled sales teams in investment management, private banking, or wealth advisory .

Responsibilities

• Develop and execute a global sales strategy.
• Build a high-performance sales culture, focusing on HNW & institutional investor acquisition.
• Oversee and expand a team of Relationship Managers, Wealth Managers, and Institutional Sales Leaders.
• Drive high-value client relationships through private banking networks, family offices, and institutional channels.
• Ensure a data-driven approach to sales, refining processes based on conversion analytics & investor behaviour.

Business Development & Market Expansion

• Establish strategic partnerships with private banks, wealth management firms, and financial intermediaries.
• Develop an elite referral network through industry leaders, advisors, and private wealth syndicates.
• Drive expansion into key HNW & UHNW markets, including UK, Europe, the Middle East, and Asia.
• Lead investor onboarding events, private investor briefings, and VIP wealth networking sessions.
• Implement a scalable sales & CRM system, optimising lead conversion and retention.
• Establish structured sales KPIs & performance tracking to enhance productivity.
• Work closely with Marketing & Product teams to refine positioning, branding, and outreach.

Qualifications

• 12+ years in AUM acquisition, investment sales, or private wealth distribution.
• Proven track record of scaling AUM for an investment management firm or wealth advisory platform.
• Strong industry reputation & relationships with HNWIs, UHNIs, Family Offices, and Institutional Investors.
• Experience leading, scaling, and optimising high-performance sales teams.
• Deep understanding of fund structuring, regulatory requirements, and investor preferences.
• Exceptional ability to negotiate, communicate, and build trust with elite investors.
• CFA / CAIA / CFP / MBA (Finance or Wealth Management) preferred.
• Experience in multi-jurisdictional investment structures and regulatory frameworks.
• Background in structured finance, private equity, or hedge fund sales is a plus.

Compensation

This is a founding team role with a great C Suite team, offering significant equity (3.5%), with pay kicking in post-funding raise(March). If you\’re a fintech-savvy person who can build scalable trading & investment sales structure while working in a fast-moving startup, we want you!

How to Apply:

If you’re ready to be a part of our journey to redefine the investment landscape, we’d love to hear from you! Send your resume and portfolio to

Seniority level: Executive

Employment type: Full-time

Job function: Sales and Business Development

Industries: Investment Management

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