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For Companies At a Glance
- Tasks: Manage relationships with clients and drive new business in fintech.
- Company: Global fintech leader transforming investment and wealth technology.
- Benefits: Competitive salary, growth opportunities, and a chance to innovate.
- Why this job: Join a respected brand at the forefront of fintech innovation.
- Qualifications: Experience in fintech and strong relationship management skills.
- Other info: Dynamic role with a focus on long-term client partnerships.
The predicted salary is between 60000 - 80000 ÂŁ per year.
We’re working with a global fintech leader that’s redefining how investment, wealth, and platform technology connect investors, advisers, and financial institutions. This is not a “typical” sales role — it’s a position at the intersection of capital markets, digital wealth, and AI‑driven SaaS.
The Opportunity
As a Sales & Account Manager, you’ll own relationships across leading investment platforms, banks, and wealth managers, helping them modernise their digital infrastructure. You’ll combine strategic account growth with new business development, working alongside an exceptional product and delivery team to bring complex solutions to life.
This suits someone who:
- Understands the B2B fintech ecosystem — operations, data, and technology around investment platforms, trading, and advice systems.
- Thrives in relationship‑led enterprise sales, balancing technical credibility with commercial instinct.
- Is motivated by working across long‑cycle, consultative sales processes rather than transactional SaaS.
- Wants to represent a market‑leading solution provider at a moment of real expansion and innovation.
What You’ll Do
- Manage and deepen relationships with existing institutional clients (sell‑side and buy‑side).
- Identify and close new business within wealth and investment firms adopting next‑generation platform technology.
- Translate client challenges into business cases around data integration, digital transformation, and scalable investment operations.
- Collaborate with internal solution, implementation, and marketing teams to drive growth.
- Represent the brand at industry events, roundtables, and conferences across the UK and EMEA wealthtech landscape.
What You’ll Bring
- Proven experience in fintech, wealthtech, investment infrastructure, or capital markets technology.
- Track record managing senior relationships (C‑suite, product heads, distribution leads).
- Confidence discussing SaaS models, API‑driven technology, and data connectivity.
- Consultative approach, strong commercial acumen, and familiarity with long enterprise sales cycles.
- Drive to contribute to a fast‑evolving business at the forefront of digital transformation in financial services.
Why Apply
You’ll step into a brand respected across global capital markets — one with real scale, a clear roadmap, and the resources to back big ideas. If you want your sales career to sit at the intersection of fintech innovation, financial intelligence, and client trust, this is where it happens.
Sales & Account Manager - Fintech SaaS in City of London employer: Iopa Solutions
Contact Detail:
Iopa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales & Account Manager - Fintech SaaS in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the fintech space. Attend industry events, webinars, and meetups to build relationships and learn about potential opportunities. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential employers or clients, don’t be shy about sharing your knowledge of B2B fintech and SaaS. Use real examples from your experience to demonstrate how you can add value to their business.
✨Tip Number 3
Follow up after meetings! Whether it’s a casual coffee chat or a formal interview, always send a thank-you note. It shows you’re professional and genuinely interested in the role. Plus, it keeps you top of mind for them!
✨Tip Number 4
Apply through our website! We’ve got some fantastic roles waiting for you, and applying directly helps us see your application faster. Don’t miss out on the chance to join a leading fintech company that’s making waves in the industry!
We think you need these skills to ace Sales & Account Manager - Fintech SaaS in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role. Highlight your experience in fintech and any relevant sales achievements. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about fintech and how your skills align with our mission. Let us know what excites you about this opportunity.
Showcase Your Relationship Skills: Since this role is all about managing relationships, be sure to include examples of how you've successfully built and maintained client connections in the past. We love seeing that consultative approach!
Apply Through Our Website: We encourage you to apply through our website for a smoother 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 Iopa Solutions
✨Know Your Fintech Stuff
Make sure you brush up on your knowledge of the B2B fintech ecosystem. Understand the key players, trends, and technologies in investment platforms and wealth management. This will help you speak confidently about how your experience aligns with the company's goals.
✨Showcase Your Relationship Skills
Prepare examples that highlight your ability to manage and deepen relationships with senior stakeholders. Think about times when you've successfully navigated complex sales processes or turned client challenges into opportunities. This is crucial for a role that thrives on relationship-led enterprise sales.
✨Demonstrate Consultative Selling
Be ready to discuss your consultative approach to sales. Share specific instances where you've identified client needs and translated them into actionable business cases. This will show that you can balance technical credibility with commercial instinct, which is key for this position.
✨Engage with Industry Insights
Stay updated on the latest trends in wealthtech and digital transformation. Bring insights to the interview about how these trends impact clients and the industry as a whole. This will demonstrate your passion for the field and your readiness to represent the brand at industry events.