Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead fundraising efforts and build investor relationships in a dynamic investment management firm.
- Company: Boutique London-based investment manager focused on global energy transition.
- Benefits: High-impact role with ownership of fundraising and growth opportunities.
- Other info: Equity-focused recruitment process ensuring fairness and equal opportunities.
- Why this job: Shape the firm's commercial strategy and drive significant AUM growth.
- Qualifications: Proven track record in fundraising, particularly with UHNW individuals and family offices.
The predicted salary is between 60000 - 80000 £ per year.
We are working with a boutique, London-based investment manager focused on listed equities within the global energy transition, seeking to hire an Sales Manager/ Head of Sales. This will be to lead their sales efforts and be directly responsible for growing AUM. This is a high-impact, front-office role at a pivotal stage of growth, offering the opportunity to take ownership of fundraising and investor engagement, while working closely with the founders to scale the business.
The Role
You will be responsible for leading fundraising efforts and building out the firm’s investor base, initially focusing on UHNW individuals and family offices across the UK and Europe, with scope to expand into institutional channels over time. You will play a central role in shaping the firm’s commercial strategy, managing investor relationships, and driving AUM growth.
Key Responsibilities
- Lead and execute the firm’s fundraising strategy across UHNW and family office channels
- Develop and manage a robust investor pipeline, with clear tracking and reporting of activity
- Build and maintain long-term relationships with investors and key stakeholders
- Own CRM systems, investor communications, and marketing materials
- Coordinate and deliver investor events and broader marketing initiatives
- Work closely with the founders to refine messaging and positioning
- Manage external partners and support the ongoing development of the IR function
Ideal Candidate
- Proven, quantifiable track record in fundraising / sales, particularly within UHNW and family office segments
- Experience raising capital for public markets strategies, ideally with exposure to listed infrastructure or energy transition investing
- Strong commercial mindset with the ability to originate and close new business
- Entrepreneurial approach, comfortable operating in a lean and evolving environment
- Experience in investor relations, distribution, or a similar client-facing role within asset management
Due to the increased number of applications for this role, we will only respond to candidates whose experience most closely matches the criteria. At our company, we prioritise equity throughout the recruitment process and are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.
Sales Manager - Investment Management in City of London employer: Leverton Search
Contact Detail:
Leverton Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Manager - Investment Management in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with someone from the firm, make sure to highlight your fundraising successes and how you've built relationships with UHNW individuals. Tailor your pitch to show how your experience aligns with their needs.
✨Tip Number 3
Follow up after meetings or networking events. A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to make it personal and memorable.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative to engage directly with us. Make sure your application reflects your passion for the role and the firm’s mission in the energy transition space.
We think you need these skills to ace Sales Manager - Investment Management in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Sales Manager in Investment Management. Highlight your fundraising experience and any relevant achievements that show you can grow AUM. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the energy transition and how your skills can help shape our commercial strategy. Keep it engaging and personal – we love a good story!
Showcase Your Investor Relations Skills: Since this role involves managing investor relationships, make sure to highlight your experience in this area. Share specific examples of how you've built and maintained long-term relationships with UHNW individuals or family offices. We want to know how you connect with investors!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Leverton Search
✨Know Your Numbers
As a Sales Manager in investment management, you need to be on top of your fundraising metrics. Be prepared to discuss your previous successes in raising capital, including specific figures and growth percentages. This shows you have a quantifiable track record and can back up your claims.
✨Understand the Market
Familiarise yourself with the current trends in the energy transition sector and how they impact investment strategies. Being able to discuss recent developments or case studies will demonstrate your commercial mindset and show that you're genuinely interested in the role.
✨Build Rapport
Since this role involves managing investor relationships, practice building rapport during your interview. Use active listening techniques and engage with the interviewers by asking insightful questions about their firm’s approach to investor engagement and fundraising strategies.
✨Show Your Entrepreneurial Spirit
This position requires an entrepreneurial approach, so be ready to share examples of how you've taken initiative in previous roles. Discuss any innovative strategies you've implemented to grow AUM or enhance investor relations, showcasing your ability to thrive in a lean environment.