Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment
Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment

Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment

Chelmsford Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with Asset Management firms and close new client deals in a dynamic sales environment.
  • Company: Join a successful FinTech firm with a strong presence in the UK market.
  • Benefits: Highly competitive salary, commission scheme, and recognition for your hard work.
  • Why this job: Be part of a growing team and make an impact in the FinTech industry.
  • Qualifications: Proven sales track record in FinTech and strong knowledge of Asset Management.
  • Other info: Exciting opportunity to work in a startup-like culture with excellent growth potential.

The predicted salary is between 36000 - 60000 £ per year.

Captura Search is working with this successful & privately owned FinTech firm headquartered in the USA, but with an established team near Liverpool St Station here in London. They offer an exceptional suite of SaaS / Cloud based portfolio management technologies to the buy side market. Our clients\’ solutions have proven successful rate when competing in RFP / RFI processes, and are displacing competitor legacy solutions when they go up against them. Due to a renewed focus on the UK they are expanding their London sales team – this is a very compelling time to join them.

They are looking to add a proactive sales professional who has a proven track record in identifying and closing new logo clients specifically with Asset Management firms.

As well as the opportunity to sell in such competitive times, they will also reward you very well with a highly competitive salary and commission scheme.

Responsibilities

  • Identify, prospect, and engage with Asset Management firms that would have a strong need for credible and modern alternative solutions.
  • Responsible for identifying and cold-calling (for Tier One targets) Asset Management prospects.
  • Work with inside-sales and pre-sales to communicate technical concepts in a simple & easy to understand format to engage clients and demonstrate how you can solve their problems.
  • Manage & prioritise the sales pipeline appropriately.
  • Work closely with marketing on targeted campaigns to the asset management community throughout the UK & Europe.

Requirements

  • Able to successfully manage a significant pipeline of sales opportunities with Asset Managers.
  • Must have a proven and successful sales track record with the following / or similar types of FinTech firms:
  • FIS (InvestONE) • Simcorp (Dimension) • Finastra (Misys – Fusion Invest solution) • Fidessa LatentZero • SS&C (Camra, HiPortfolio, APX) and Advent Software (Part of SS&C – Geneva, Axys, Altair, Tradex) • State Street (Including Global Exchange (SSgX) & Charles River Development) • Temenos Multifonds • Eagle Investment Systems • Broadridge Financial Solutions • BlackRock Aladdin • Factset BISAM / Portfolio Analytics • Rimes • EZE Software – Tradar • StatPro • Calypso Technology (Investment Management) • Objectway (eXimius) • Tora (Prism) • Milestone Group • Linedata • eFront • IHS Markit – Asset Management Solutions • AIM Software (GAIN) • Bloomberg (PORT / AIM) • Profidata • Profile Software • MSCI Barra.
  • Must be able to manage a significant sales pipeline.
  • Must have a well-developed knowledge and network in the Asset Management market, especially across the front office.
  • Must have an interest in working for a demanding and entrepreneurial firm that rewards hard‑work and recognises sales contributions.
  • Our client is looking for talented sales executives who possess both passion and enthusiasm for sales.
  • Someone with the drive to succeed and bring a startup work ethic to the role.
  • The firm has a very attractive compensation scheme that will reward success appropriately.

If you are now ready to join a proven and disruptive FinTech vendor experiencing outstanding year‑on‑year growth, we would welcome hearing from you, with a view to arranging a discreet conversation about this opportunity.

Keywords

software, asset management, investment management, fund management, portfolio management, trading, fund accounting, investment accounting, risk management, portfolio order management, enterprise data management, performance attribution, performance measurement, client reporting.

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Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment employer: Captura Search

Join a dynamic and innovative FinTech firm that is not only making waves in the SaaS portfolio management space but also values its employees' contributions and growth. With a competitive salary and commission structure, along with a supportive work culture near Liverpool St Station, this is an exciting opportunity for sales professionals looking to thrive in a fast-paced environment. The company fosters a collaborative atmosphere where hard work is recognised, and employees are encouraged to develop their skills while being part of a rapidly expanding team.
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Contact Detail:

Captura Search Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment

✨Tip Number 1

Network like a pro! Get out there and connect with people in the Asset Management space. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to potential contacts. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Practice your pitch! When you get the chance to chat with someone from a company you're interested in, make sure you can clearly articulate how your experience aligns with their needs. Tailor your message to highlight your success in closing deals and managing sales pipelines.

✨Tip Number 3

Follow up! After meeting someone or having an interview, send a quick thank-you note or email. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be a perfect fit for their team.

✨Tip Number 4

Apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, applying directly can sometimes give you a leg up in the process. Don’t miss out on your chance to join a dynamic team in a growing FinTech firm!

We think you need these skills to ace Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment

Sales Skills
Cold Calling
Client Engagement
Pipeline Management
Knowledge of Asset Management
Networking in Asset Management
Communication Skills
Collaboration with Marketing
Understanding of SaaS Solutions
Problem-Solving Skills
Proactive Approach
Entrepreneurial Mindset
Drive to Succeed
Technical Concept Communication

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role. Highlight your experience in SaaS and asset management, and don’t forget to mention any specific FinTech firms you've worked with. We want to see how you can bring your unique skills to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about sales in the FinTech space and how your background aligns with our needs. Keep it engaging and personal – we love a bit of personality!

Showcase Your Achievements: When detailing your experience, focus on your achievements rather than just responsibilities. Use numbers and examples to illustrate how you've successfully closed deals or managed pipelines. We’re all about results here at StudySmarter!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get the attention you deserve. Plus, it’s super easy – just a few clicks and you’re done!

How to prepare for a job interview at Captura Search

✨Know Your SaaS Inside Out

Make sure you have a solid understanding of the SaaS portfolio management technologies relevant to the role. Familiarise yourself with how these solutions can benefit Asset Management firms, and be ready to discuss specific examples of how they outperform legacy systems.

✨Showcase Your Sales Success

Prepare to share your proven track record in sales, especially within the FinTech sector. Have concrete examples ready that highlight your ability to identify and close new logo clients, particularly with Asset Management firms. Numbers speak volumes, so don’t shy away from sharing your achievements!

✨Engage with Technical Concepts

Since the role involves communicating technical concepts, practice explaining complex ideas in simple terms. Think about how you would present these concepts to a client who may not have a technical background. This will demonstrate your ability to bridge the gap between tech and sales.

✨Network and Research

Before the interview, do some research on the company and its competitors. Understand their position in the market and be prepared to discuss how you can leverage your network in the Asset Management space to drive sales. Showing that you’re proactive and well-informed will set you apart.

Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment
Captura Search
Location: Chelmsford

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  • Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment

    Chelmsford
    Full-Time
    36000 - 60000 £ / year (est.)
  • C

    Captura Search

    50-100
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