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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-tier financial institutions.
- Benefits: Competitive salary, equity participation, and opportunities for career growth.
- Why this job: Join a high-impact role in a fast-paced, innovative environment with significant market influence.
- Qualifications: Proven sales experience with institutional investors and strong buy-side relationships.
- Other info: Opportunity to take on leadership roles as the company expands.
The predicted salary is between 80000 - 120000 £ 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.
- 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 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
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment research space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential clients on LinkedIn. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your experience with institutional investors and your understanding of their workflows. Share success stories that demonstrate how you've helped similar clients in the past.
✨Tip Number 3
Be proactive! Don’t wait for job openings to appear. Reach out to companies you admire, like the AI platform provider we’re talking about. Express your interest in their work and how you can contribute to their growth. Sometimes, creating your own opportunity is the best way to land the job.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills. Plus, it shows you're genuinely interested in joining our team. So, don’t hesitate – hit that apply button and let’s get the conversation started!
We think you need these skills to ace Sales Director – AI Platform for Investment Research
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Sales Director for our AI platform. Highlight your experience with institutional investors and any relevant sales achievements that align with what we’re looking for.
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 makes you the perfect fit for our team. Don’t forget to mention your understanding of the buy-side relationships!
Showcase Your Sales Skills: In your application, be sure to detail your experience managing the full sales lifecycle. We want to see how you've developed new business opportunities and expanded client relationships in previous roles.
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 don’t miss out on any important updates from our team!
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 have a solid understanding of the AI platform and how it transforms investment research. Familiarise yourself with the specific needs of institutional investors and be ready to discuss how your experience aligns with their workflows.
✨Showcase Your Relationships
Highlight your existing connections within hedge funds and asset managers. Be prepared to share examples of how you've successfully leveraged these relationships to close deals or expand accounts in the past.
✨Demonstrate Sales Savvy
Be ready to walk through your sales process from origination to close. Use specific examples to illustrate your ability to manage the full sales lifecycle and how you've developed new business opportunities in previous roles.
✨Embrace the Entrepreneurial Spirit
Since this role is in a high-growth environment, show that you're comfortable operating autonomously. Share experiences where you've taken initiative and driven results, demonstrating your fit for a hands-on sales role.