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.
- Other info: Exciting opportunity to work in a startup-like culture with excellent growth potential.
- 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.
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.
Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment in Chelmsford 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.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment in Chelmsford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Captura Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment in Chelmsford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Captura Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Captura Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Captura Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Captura Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Captura Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Captura Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
