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For Companies At a Glance
- Tasks: Drive sales and grow client relationships in the investment research sector.
- Company: Leading AI platform provider transforming investment insights for top financial institutions.
- Benefits: Competitive salary, equity participation, and opportunities for career growth.
- Why this job: Join a high-impact role in a fast-growing, innovative environment.
- Qualifications: Proven sales experience with institutional investors and strong industry relationships.
- Other info: Opportunity to build a regional team and take on leadership roles.
The predicted salary is between 100000 - 150000 £ per year.
We are partnering with an international category-defining AI platform solution provider transforming how portfolio managers and analysts generate investment insight. Already deployed within top-tier hedge funds, asset managers, and global banks, the platform is becoming core for investment research and decision-making. With a growing presence among established global financial institutions, the business is now building out its commercial capability in Europe.
The Opportunity
- This is a senior, hands-on sales role focused on establishing and growing the firm’s UK client base initially.
Key focus areas:
- Developing new business opportunities within institutional clients
- Managing the full sales lifecycle from origination through to close
- Expanding relationships through a structured land-and-expand model
As the business scales, there is scope to take on broader leadership responsibilities and help build a regional team.
What You Bring
- Proven track record selling into institutional investors with the ability to win and grow accounts
- Experience selling investment research (equity and/or credit etc), data analytics, or related fintech platforms
- Strong buy-side relationships (hedge funds / asset managers)
- Good understanding of investment research workflows
- Comfortable operating with autonomy in a high-growth, entrepreneurial environment
Why Join
- AI innovation leader with strong momentum with high-quality institutional clients
- High-impact role with sales ownership of a key market
- Collaborative culture with long-term growth potential
- Competitive package with equity participation
Sales Director – AI Platform for Investment Research in London employer: Excelsior Search - Capital Markets Fintech Executive Search & Recruitment. Americas - EMEA - APAC.
Contact Detail:
Excelsior Search - Capital Markets Fintech Executive Search & Recruitment. Americas - EMEA - APAC. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Director – AI Platform for Investment Research in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and AI sectors. Attend industry events or webinars where you can meet potential clients or colleagues. Remember, it's all about who you know!
✨Tip Number 2
Showcase your expertise! Create a personal brand on platforms like LinkedIn. Share insights about investment research and AI trends. This will position you as a thought leader and attract attention from hiring managers.
✨Tip Number 3
Prepare for interviews by understanding the company’s products inside out. Be ready to discuss how your experience aligns with their needs, especially in managing institutional client relationships. Tailor your pitch to highlight your relevant successes!
✨Tip Number 4
Don’t just apply anywhere; apply through our website! We’re looking for passionate individuals who want to make an impact. Make sure your application stands out by following up with a personalised message expressing your enthusiasm for the role.
We think you need these skills to ace Sales Director – AI Platform for Investment Research in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Sales Director. Highlight your experience with institutional investors and any relevant sales achievements. We want to see how you can bring value to our AI platform!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about investment research and how your background aligns with our mission. Be genuine and let your personality come through.
Showcase Your Relationships: Since this role involves expanding relationships, mention any strong connections you have within hedge funds or asset managers. We love to see how you can leverage your network to grow our client base!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Excelsior Search - Capital Markets Fintech Executive Search & Recruitment. Americas - EMEA - APAC.
✨Know Your Stuff
Make sure you’re well-versed in the AI platform and its applications in investment research. Familiarise yourself with how it’s transforming portfolio management and be ready to discuss specific examples of how it can benefit institutional clients.
✨Showcase Your Network
Highlight your existing relationships with hedge funds and asset managers. Be prepared to discuss how you’ve successfully leveraged these connections in the past to drive sales and grow accounts.
✨Master the Sales Lifecycle
Understand the full sales lifecycle from origination to close. Be ready to share your strategies for developing new business opportunities and expanding client relationships through a structured approach.
✨Emphasise Autonomy and Growth Mindset
Demonstrate your ability to operate independently in a high-growth environment. Share examples of how you’ve taken initiative in previous roles and your vision for contributing to the company’s growth in Europe.