At a Glance
- Tasks: Lead strategic client relationships and drive digital transformation in banking and financial services.
- Company: Join UST, a mission-driven tech company transforming lives globally.
- Benefits: Competitive salary, career growth, and the chance to make a real-world impact.
- Other info: Dynamic environment with opportunities to work on cutting-edge technology initiatives.
- Why this job: Be a trusted advisor and innovate with top executives in the finance sector.
- Qualifications: 15+ years in sales or consulting within IT services for Asset & Wealth Management.
The predicted salary is between 100000 - 150000 £ per year.
Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partners, embedding innovation and agility into everything they do. We help them create transformative experiences and human-centered solutions for a better world. UST is a mission-driven group of 30,000+ practical problem solvers and creative thinkers in more than 30 countries. Our entrepreneurial teams are empowered to innovate, act nimbly, and create a lasting and sustainable impact for our clients, their customers, and the communities in which we live. With us, you’ll create a boundless impact that transforms your career—and the lives of people across the world.
You Are: As an Industry SME Sales Director you will be responsible for building and leading strategic client relationships and driving business growth within the Asset & Wealth Management (AWM) domain. You will assume the role of a trusted advisor to C‑suite executives, enabling technology‑led transformation and digital innovation across asset managers, wealth managers, and financial advisory firms.
The Opportunity:
- Responsible for managing and growing key client accounts within the Asset & Wealth Management segment.
- Develop and execute strategic account plans aligned with client business and investment priorities.
- Drive business growth through digital, data, and technology transformation initiatives in AWM.
- Partner with internal delivery and domain teams to provide innovative, high‑impact solutions.
- Provide industry insights on portfolio management, investor reporting, portfolio analytics, regulatory compliance, and digital wealth trends.
- Build trusted relationships with senior executives (CIO, COO, Head of Investments, Chief Wealth Officer, etc.).
- Identify opportunities in areas such as AI‑driven advisory, digital onboarding, ESG reporting, and automated investment operations.
- Serves as a trusted advisor to senior client executives, enabling digital transformation and technology‑led innovation across all insurance segments.
What you need:
- Bachelor’s degree in Business, Finance, Economics, or Technology; MBA or equivalent preferred.
- 15+ years of experience in sales, client engagement, account management, or consulting roles within IT services supporting Asset & Wealth Management clients.
- Proven experience managing large, multi‑million‑dollar AWM accounts or portfolios across asset managers, wealth managers, RIAs, or private banks.
- Strong understanding of front‑to‑back AWM processes, including: Portfolio & investment management, Client onboarding & KYC, Performance & risk analytics, Regulatory reporting (MiFID, ESG, FATCA, etc.), Trading & order management, Fund administration and middle/back‑office operations.
- Exposure to digital initiatives leveraging AI, cloud, data analytics, automation, and client experience platforms.
- Excellent communication, C‑suite engagement, and negotiation skills.
Sales Director - Digital Transformation - Banking & Financial Services employer: UST
UST is an exceptional employer that empowers its employees to drive innovation and create transformative solutions in the banking and financial services sector. With a strong focus on professional growth, UST offers a collaborative work culture where entrepreneurial teams thrive, enabling you to make a meaningful impact while advancing your career. Located in a dynamic environment, you'll have access to cutting-edge technology and the opportunity to engage with senior executives, ensuring your contributions lead to sustainable change for clients and communities alike.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Director - Digital Transformation - Banking & Financial Services
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, webinars, or even local meetups. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
Don’t just talk about your experience; demonstrate it! Share insights on platforms like LinkedIn or write articles about trends in digital transformation and AWM. This positions you as a thought leader and attracts attention from potential employers.
✨Prepare for the Interview
Research the company and its clients thoroughly. Be ready to discuss how your skills align with their needs, especially in driving digital transformation. Tailor your examples to show how you can add value to their mission.
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website. It shows your genuine interest and ensures your application gets into the right hands. Plus, we love seeing candidates who are proactive!
We think you need these skills to ace Sales Director - Digital Transformation - Banking & Financial Services
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Sales Director in Digital Transformation. Highlight your experience in managing large AWM accounts and any tech-led initiatives you've been part of. We want to see how you can drive business growth!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've built relationships with C-suite executives and led successful digital transformations in the past.
Showcase Your Industry Knowledge:We love candidates who know their stuff! Make sure to include insights on current trends in asset and wealth management, especially around AI-driven advisory and digital onboarding. This shows us you're not just experienced, but also up-to-date with industry changes.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at UST!
How to prepare for a job interview at UST
✨Know Your Stuff
Make sure you have a solid understanding of the Asset & Wealth Management sector. Brush up on key trends, especially around digital transformation and technology-led innovation. Being able to discuss recent developments or case studies will show that you're not just knowledgeable but also genuinely interested in the field.
✨Build Your Story
Prepare to share your journey in sales and client engagement. Highlight specific examples where you've successfully managed large accounts or driven business growth. Use the STAR method (Situation, Task, Action, Result) to structure your responses, making it easier for interviewers to see your impact.
✨Engage with C-Suite Insights
Since you'll be working closely with senior executives, practice articulating how you can add value to their roles. Think about how your experience aligns with their challenges, like regulatory compliance or AI-driven advisory. This will help you position yourself as a trusted advisor right from the get-go.
✨Ask Smart Questions
Prepare thoughtful questions that demonstrate your understanding of UST's mission and the role. Inquire about their current digital initiatives or how they envision the future of AWM. This not only shows your interest but also gives you insights into their strategic direction.
