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For Companies At a Glance
- Tasks: Lead B2B sales strategy and build relationships with investment managers and wealth advisors.
- Company: Join a dynamic London-based wealthtech startup revolutionising investment management.
- Benefits: Competitive salary, performance-based commission, equity options, and flexible working arrangements.
- Other info: Be part of a founding team with direct access to top executives and significant growth potential.
- Why this job: Shape the future of a next-gen platform and influence business direction from day one.
- Qualifications: 5+ years in B2B sales, strong understanding of financial services technology, and consultative sales skills.
The predicted salary is between 80000 - 100000 £ per year.
About Icebrg
Icebrg is a London-based wealthtech startup building a next-generation Platform-as-a-Service for modern investment managers. Our cloud-native, API-driven platform integrates custody, trading, portfolio management, reporting, and compliance workflows into a unified, institutional-grade solution. With live connectivity to Saxo Bank, Addepar, and a broad ecosystem of API-based services — including client KYC/AML, market data providers, and more — Icebrg enables scalable, compliant operations for investment managers, wealth advisors, and multi-family offices. We work in a joint venture with an FCA-regulated partner in the United Kingdom. The platform is functionally mature and built to serve the full operational complexity of a regulated investment management business. We are now at an inflection point: the product works, the architecture is solid, and we are ready to grow our client base.
This is an early-stage opportunity to join as a founding commercial hire and shape the go-to-market strategy from the ground up.
The Role
We are looking for a Senior B2B Sales Manager or Director to lead and execute Icebrg’s commercial strategy. You will be responsible for building and managing our sales pipeline, identifying and engaging prospective clients, and closing partnerships with investment managers, wealth advisors, independent financial advisors (IFAs), and multi-family offices. This is a senior individual contributor role at an early stage of the business: you will be the primary commercial force, working directly with the CEO, COO and CTO. You will define how Icebrg is positioned and sold in the market, and your work will directly determine our growth trajectory. The right candidate will be comfortable operating with autonomy, building processes from scratch, and representing a technically sophisticated platform to a demanding, institutional audience.
Key Responsibilities
- Own and execute the end-to-end B2B sales cycle: from prospecting and pipeline development through to commercial negotiations and contract close
- Identify, target, and engage prospective clients across investment managers, wealth managers, IFAs, multi-family offices, and related institutional segments
- Develop and maintain a structured sales pipeline, with clear visibility of stage, probability, and expected timelines
- Lead senior-level client conversations, delivering compelling demonstrations of the Icebrg platform and articulating its value proposition with credibility and precision
- Build trusted, long-term relationships with decision-makers and senior stakeholders at target firms
- Contribute to the definition and continuous refinement of Icebrg’s go-to-market strategy, pricing model, and commercial positioning
- Represent Icebrg at industry events, conferences, and forums to build brand presence and generate qualified leads
- Gather and relay market and client feedback to the product and engineering team to inform platform development priorities
- Work closely with the CEO to report on pipeline health, commercial performance, and strategic opportunities
Your Experience, Skills and Knowledge
- 5+ years in a senior B2B sales or business development role, with a proven track record of closing complex deals in financial services technology
- Deep familiarity with the institutional wealth and investment management landscape: investment managers, wealth managers, IFAs, DFMs, multi-family offices, or similar
- Strong understanding of investment management operations, including portfolio management, trading, custody, reporting, and regulatory compliance requirements
- Demonstrated ability to engage credibly with senior stakeholders and to navigate complex organisational buying processes
- Experience selling platform-as-a-service, SaaS, or technology infrastructure solutions into regulated financial services firms is a strong plus
- Consultative sales approach: you understand the client’s operational context and can articulate how a technical platform solves real business problems
- Self-starter with strong commercial instincts and the ability to operate independently in an early-stage environment where processes are still being built
- Exceptional communication, presentation, and negotiation skills
- Existing network within the UK wealth and investment management industry is a significant advantage
Qualifications: degree in Finance, Business, Economics, or a related discipline preferred; relevant industry qualifications (e.g. IMC, CFA, Diploma in Financial Planning) are a plus
What We Offer
- Competitive base salary + performance-based commission structure
- Equity options allocation: the opportunity to share in the long-term value you help create
- Flexible hybrid working arrangements
- A founding commercial role with direct access to the CEO, COO and CTO, and real influence over the direction of the business
- The chance to build the sales function of a next-generation wealthtech platform at an early and defining stage
- Professional development budget
Senior B2B Sales Manager / Director (WealthTech Platform) employer: Icebrg.co
Contact Detail:
Icebrg.co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior B2B Sales Manager / Director (WealthTech Platform)
✨Tip Number 1
Network like a pro! Get out there and connect with folks in the wealthtech space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential clients on LinkedIn. Building relationships is key to landing that senior B2B sales role.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with decision-makers, make sure you’re ready to demonstrate how Icebrg’s platform can solve their specific challenges. Tailor your pitch to highlight your understanding of their needs and how our tech can make their lives easier.
✨Tip Number 3
Keep your pipeline organised! Use tools to track your prospects and manage your sales process effectively. This will not only help you stay on top of your game but also impress the CEO and other leaders when you report on your progress.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Icebrg team and shaping our go-to-market strategy from the ground up.
We think you need these skills to ace Senior B2B Sales Manager / Director (WealthTech Platform)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Senior B2B Sales Manager/Director. Highlight your experience in financial services technology and any relevant achievements that showcase your ability to close complex deals.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for Icebrg. Share your passion for wealthtech and how your skills align with our mission. Don’t forget to mention your understanding of the investment management landscape!
Showcase Your Network: If you have an existing network within the UK wealth and investment management industry, make sure to mention it! This can be a significant advantage and shows us you’re well-connected in the field.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Icebrg.co
✨Know Your Product Inside Out
Before the interview, make sure you have a deep understanding of Icebrg's platform and its unique selling points. Familiarise yourself with how it integrates various services like custody, trading, and compliance. This will help you articulate its value proposition confidently during discussions.
✨Showcase Your Sales Strategy
Prepare to discuss your approach to building and managing a sales pipeline. Be ready to share specific examples of how you've successfully closed complex deals in the past, especially within the financial services technology sector. Highlight your consultative sales approach and how it aligns with Icebrg's goals.
✨Engage with Industry Knowledge
Demonstrate your familiarity with the institutional wealth and investment management landscape. Bring insights about current trends and challenges in the industry, and be prepared to discuss how Icebrg can address these issues for potential clients.
✨Build Rapport with Decision-Makers
Since this role involves engaging senior stakeholders, practice how you would build trust and rapport with them. Think of ways to convey your credibility and experience effectively, and prepare to discuss how you would navigate complex organisational buying processes.