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For Companies At a Glance
- Tasks: Drive new business and build relationships with top wealth management clients.
- Company: Join a global leader in investment data technology transforming wealth management.
- Benefits: Enjoy competitive salary, uncapped commission, equity potential, and a clear progression path.
- Why this job: Be part of a mission-driven team reshaping the future of finance with elite clients.
- Qualifications: 5+ years in B2B sales, deep knowledge of wealth management, and exceptional communication skills required.
- Other info: Based in London with travel across EMEA; ideal for driven, self-motivated individuals.
The predicted salary is between 43200 - 72000 £ per year.
A global leader in investment data technology is seeking a dynamic and experienced Enterprise Sales Executive to join its expanding London office. This is a unique opportunity to represent a cutting-edge platform that empowers the world’s top private banks, family offices, and asset managers to make smarter, data-driven investment decisions. If you have a passion for financial technology, a deep understanding of the wealth management ecosystem, and proven success in investment data sales—this role offers serious growth potential across the UK and EMEA region.
About the Role
As a key member of the enterprise sales team, you’ll be responsible for driving new business across a defined territory within UK and EMEA, selling a highly regarded SaaS platform that aggregates, analyzes, and visualizes complex portfolios in real time. The solution is trusted by institutions managing trillions in assets —from global banks to boutique advisory firms.
What You’ll Be Doing
- Build and execute a strategic sales plan to win new institutional clients across the UK and EMEA
- Develop and manage senior-level relationships with wealth managers, multi-family offices, private banks, and institutional investors
- Deliver compelling product demos and articulate how our platform supports data aggregation, performance reporting, and investment decision-making
- Navigate long, consultative sales cycles and collaborate with pre-sales, product, and client success teams
- Stay informed about market trends, client needs, and competitive positioning to effectively tailor your outreach
- Represent the company at industry events and thought leadership forums across Europe
What We’re Looking For
- 5+ years of B2B sales experience, with a strong record of success in investment data, financial technology, or SaaS for wealth management
- Deep knowledge of the wealth management landscape —particularly private wealth, multi-family offices, private banks, and institutional allocators
- A consultative, solutions-focused approach to complex sales
- Exceptional communication and presentation skills, comfortable selling to senior stakeholders and C-suite executives
- Based in London and willing to travel across EMEA as required
- Driven, self-motivated, and comfortable in a high-growth, mission-driven environment
Why Join?
- Sell a best-in-class platform that’s reshaping modern wealth management
- Work with an elite client base managing trillions in assets
- Be part of a global firm with strong momentum, deep backing, and a collaborative culture
- Competitive base salary + uncapped commission and meaningful equity potential
- Clear progression path and the opportunity to make your mark in a high-impact region
If you’re a top-tier sales professional with a love for investment technology and a sharp understanding of the wealth space, we want to hear from you. Apply today to learn more in confidence.
Enterprise Sales Executive – WealthTech employer: Iopa Solutions
Contact Detail:
Iopa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Enterprise Sales Executive – WealthTech
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and financial technology. Understanding the current landscape will help you engage in meaningful conversations with potential clients and demonstrate your expertise during networking events.
✨Tip Number 2
Leverage your existing network within the wealth management sector. Reach out to former colleagues or industry contacts who may have insights or connections that could lead to new business opportunities for the company.
✨Tip Number 3
Prepare to showcase your consultative sales approach by developing case studies or success stories from your previous roles. This will allow you to illustrate how you've effectively solved complex problems for clients, which is crucial for this position.
✨Tip Number 4
Stay active on professional platforms like LinkedIn. Share relevant content about investment data technology and engage with posts from industry leaders. This will not only increase your visibility but also position you as a knowledgeable candidate in the field.
We think you need these skills to ace Enterprise Sales Executive – WealthTech
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your B2B sales experience, particularly in investment data and financial technology. Use specific metrics to demonstrate your success in previous roles, such as revenue generated or clients acquired.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial technology and the wealth management ecosystem. Mention how your experience aligns with the responsibilities of the Enterprise Sales Executive role and why you are excited about this opportunity.
Showcase Relevant Skills: Emphasise your consultative sales approach and exceptional communication skills. Provide examples of how you've successfully navigated long sales cycles and built relationships with senior stakeholders in previous positions.
Research the Company: Familiarise yourself with the company's SaaS platform and its impact on wealth management. Understanding their market position and recent developments will help you articulate how you can contribute to their growth during the application process.
How to prepare for a job interview at Iopa Solutions
✨Know Your Product Inside Out
Make sure you have a deep understanding of the SaaS platform you'll be selling. Be prepared to discuss its features, benefits, and how it stands out in the wealth management landscape. This will help you deliver compelling product demos and answer any technical questions confidently.
✨Research the Market and Competitors
Stay informed about current market trends and the competitive landscape. Understanding what other companies offer will allow you to tailor your pitch effectively and demonstrate how your solution meets specific client needs better than others.
✨Prepare for Consultative Selling
Since this role involves navigating long sales cycles, practice your consultative selling techniques. Be ready to ask insightful questions that uncover client pain points and position your platform as the ideal solution to their challenges.
✨Showcase Your Relationship-Building Skills
Highlight your experience in developing senior-level relationships with stakeholders. Be prepared to share examples of how you've successfully managed client relationships in the past, especially within the wealth management sector.
