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.
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.
Senior B2B Sales Manager / Director (WealthTech Platform) employer: Icebrg Limited
Icebrg is an exceptional employer, offering a unique opportunity to join a pioneering wealthtech startup in London at a pivotal growth stage. With a competitive salary, performance-based commissions, and equity options, employees benefit from flexible hybrid working arrangements and direct access to senior leadership, fostering a collaborative and innovative work culture. The role of Senior B2B Sales Manager/Director not only allows for significant influence over the company's commercial strategy but also provides ample opportunities for professional growth within a dynamic and supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior B2B Sales Manager / Director (WealthTech Platform)
✨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 Icebrg Limited. 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 B2B Sales Manager / Director (WealthTech Platform)
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 Icebrg Limited.
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 Icebrg Limited'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 Icebrg Limited
✨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 Icebrg Limited.
✨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 Icebrg Limited 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 Icebrg Limited 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.
