Head of Growth and Revenue/Partner

WELREX® is a London-based digital Wealth Management platform that takes the relationship of Independent Relationship Managers (IRMs) and their U/HNW clients to the next level. WELREX provides a superior way to manage, preserve and grow wealth, saving time, money, and effort for IRMs and their clients. We promote transparency and strengthen trust between IRMs and their clients, transcending existing global Wealth Management standards.

We want to recruit a motivated and self-starting partner-level Commercial Director with extensive commercial and business development experience, to identify and pursue new business and investment opportunities, create new partnerships with other companies and recruit high-quality Independent Relationship Managers to the WELREX platform. We need an energised and committed person to take responsibility for generating prospective WELREX IRMs, by sourcing candidates from the open market, leveraging direct and indirect networks and groups, including recruiters, and screening/filtering candidates.

Primary responsibilities:

• Developing and maintaining a database and pipeline of relevant candidates
• Attracting additional funding from smart investors
• Sourcing candidates via proactive prospecting/outbound activities – direct messaging
• Screening and filtering candidates against agreed criteria and proposing who should be interviewed
• Responding promptly to inbound inquiries arising from outbound activity
• Attending relevant networking events and conferences
• Communicating regularly with WELREX management to ensure clear lines of sight and transparency on progress
• Liaising with WELREX® executive team and other team members to develop the business and client base in a compliant manner
• At all times representing the WELREX brand professionally to external stakeholders

The role offers the opportunity to participate, as a partner and via KPI-linked equity options, in a growing Wealth Tech start-up that already has clients, assets under management, and huge potential to scale.

Candidate experience, attributes, and values:

• Candidates must be able to work in the UK and not need visa application support
• 7+ years’ experience in outbound Commercial/Business Development, Sales, or Marketing roles in the Wealth Management industry
• High level of knowledge of the Wealth and Asset Management sector as well as Wealth Tech solutions
• Highly skilled in building, developing, and activating a successful pipeline and delivering
• Excellent grounding in developing and managing a pipeline of relevant prospects/candidates and with all the required skills, disciplines, and processes

Attributes & Values:

• KPI/target-driven
• Can-do attitude, naturally flexible approach, willing to consider less traditional alternatives
• Drive and ability to handle prospect business digitally as well as face-to-face
• Masterful prospect/candidate relationship management skills and acumen
• Self-discipline, independent decision making, and a constant and never-ending improvement mentality
• High integrity and values-driven mentality
• Team spirit, as well as entrepreneurial self-sufficiency to deliver results
• Good cultural fit with WELREX® team
• Sense of humour is non-negotiable

*WELREX defines Independent Relationship Managers (IRMs) as individuals who currently handle a portfolio of U/HNW clients at private banks and other wealth management companies such as multifamily offices or independent investment practices, and are ready to run their own business on a suitable platform. We offer IRMs the security of legally owning their client book, success-based and high commission remuneration, equity participation, and everything an advisor needs to transition from a corporate environment to the rewarding, enjoyable, and challenging world of entrepreneurship.