At a Glance
- Tasks: Lead and scale the sales function at a pioneering fintech, driving client acquisition and revenue growth.
- Company: Join Allocation Strategy, a London-based fintech transforming asset allocation analytics for institutional investors.
- Benefits: Competitive salary, equity participation, hybrid work model, and rapid career progression.
- Other info: Dynamic startup environment with international exposure and opportunities for personal growth.
- Why this job: Be part of a mission-driven team shaping multi-billion-dollar investment decisions with cutting-edge technology.
- Qualifications: 10+ years in financial services sales, strong network with institutional investors, and proven pipeline building skills.
The predicted salary is between 81000 - 99000 £ per year.
We’re hiring our first dedicated sales leader to own and scale Allocation Strategy’s commercial function. This is a rare chance to join a fintech redefining institutional asset allocation at an early stage, with full autonomy to build our sales engine from the ground up and a clear path to Chief Revenue Officer.
About Us
Allocation Strategy is a London-based fintech providing analytical infrastructure to institutional investors. Our mission is to set the industry standard in asset allocation analytics — transforming how investors make their most important portfolio decisions. Our subscription-based solutions combine cutting-edge analytics with efficiency, helping clients do more with less. We take a consultative selling approach, working to understand each client’s unique needs and investment processes, adding value through our solutions.
Objective
Build and lead the sales function at Allocation Strategy, covering the full lifecycle of sales to drive client acquisition and revenue growth. Establish a scalable sales process, engage institutional asset allocation teams and macro investors, and work closely with the founding team to refine our product based on market feedback.
Key Responsibilities
- Own and execute the go-to-market and sales strategy
- Build and manage a high-quality pipeline from scratch
- Articulate Allocation Strategy’s value proposition to clients
- Convert prospects into long-term institutional clients
- Establish our CRM-driven workflow and sales playbook
- Define and deliver on key sales KPIs (ARR growth, client acquisition)
- Collaborate with the product team to refine our offering and GTM strategy
- Gather and share market insights to shape product roadmap
- Hire, lead, and scale the sales team as we grow.
What We Are Looking For
Must-Have:
- 10+ years’ experience in financial services sales, ideally in investment solutions, financial data/infrastructure, fintech, or investment tech
- Deep network and/or understanding of institutional investors, particularly asset allocators and macro teams.
- Experience selling to CIOs, portfolio managers, or investment strategy teams
- Familiarity with asset allocation, macro strategy, and investment modelling tools
- Proven track record of building and closing a pipeline from scratch
- Excellent communication, negotiation, and relationship-building skills
- Comfortable in a fast-moving startup environment with a hands-on mindset
- Ability to translate client feedback into actionable product insights
- Willingness to travel internationally.
Nice-to-Have:
- Experience in high-growth startups or as part of a founding team
- Understanding of procurement and compliance processes in institutional investing.
What we offer
Compensation
- Equity participation in a high-growth venture
- Competitive base salary plus significant commission structure.
Other Benefits
- A collaborative, mission-driven environment where your work directly shapes how institutional investors make multi-billion-dollar decisions
- Rapid career progression as the sales team and company scale
- Hybrid working model with international exposure
- Access to advanced technology and resources.
2025/Q4 - New Business Lead [Closed] employer: Allocation Strategy Ltd.
At Allocation Strategy, we pride ourselves on being an exceptional employer, offering a collaborative and mission-driven environment where your contributions directly influence the future of institutional asset allocation. Located in London, our fintech provides unique opportunities for rapid career progression and equity participation in a high-growth venture, all while working with cutting-edge technology and resources. Join us to be part of a team that values innovation and empowers you to shape the financial landscape.
StudySmarter Expert Advice🤫
We think this is how you could land 2025/Q4 - New Business Lead [Closed]
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Allocation Strategy Ltd.. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Allocation Strategy Ltd..
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Allocation Strategy Ltd.. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace 2025/Q4 - New Business Lead [Closed]
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Allocation Strategy Ltd. and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Allocation Strategy Ltd. how you can be a team player!
How to prepare for a job interview at Allocation Strategy Ltd.
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Allocation Strategy Ltd..
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Allocation Strategy Ltd.'s financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
