Our Client
Our Client is the product of an obsession with fixing the fundamental structural problems in money markets. Their fascination with the sector began painfully, during the Global Financial Crisis of 2008, where they had a front-row seat to watch the evaporation of liquidity in fixed income and the near collapse of the entire short-dated funding markets.
They have been on a mission to help deliver more sustainable solutions for the money markets ever since, and launched in 2018 to offer institutional clients a single gateway to the broadest range of the best risk-adjusted cash investment options.
The Role
You'll be working as part of the broader Institutional Sales Team, to present the clients capabilities to Financial Institutions who have a need to invest excess cash across a broad array of cash products using the platform to deliver these investments.
The role focuses solely on Institutional cash investment sales, initially with a focus on Insurance companies and Asset Managers, but with a wider sector coverage as needs permit and evolve over time.
The Sales Executive will be responsible for delivering a structured sales strategy, aiding Marketing in creating coherent marketing messages, as well as providing market intel to the Senior Leadership Team (SLT) on sales generation ideas.
Key Accountabilities
- Implement the Sales plan, created by the FI Sales Director and Head of Sales, to deliver new clients to the business.
- Bring the brand to life in the FI sector, utilising marketing strategies and tools to ingrain the client into the cash manager’s toolkit.
- Represent the client at conferences and workshops, with wider sales team members as necessary.
- Working with the FI Sales Director and Head of Marketing to consider sales campaigns around targeting specific client groups, using social media and other media tools to gain access and exposure to the audiences that are targeted.
- Help to plan, co-ordinate and deliver effective sales plans to Financial Institutions. Efforts will be measured against target AUM of the wider sales team as well as other qualitative aspects that align to the client’s key principles and non-negotiables.
- Use an extensive, already cultivated rolodex of clients, to target new avenues of opportunities and therefore AUM, for the client’s platform.
- Look to build strong working relationships with trusted partners as necessary and required, across the treasury community.
- Ensure the client is successfully represented at events relevant to the sector coverage.
- Ensure dialogue with the client Product Team to provide comprehensive feedback on clients’ behaviours with their cash and the rates they receive, to ensure client’s products remain as competitive as possible for our clients and prospects.
- Work with the Head of Marketing to build effect sales campaigns to increase outreach of the client brand
- Help legal with regulatory hurdles to bring new jurisdictions or pools of liquidity into scope for the platform to utilise across the region.
The Candidate
- Proven experience in a similar role, covering Financial Institutions with a strong network.
- Strong track record of achieving ambitious sales targets and driving team performance.
- A cash or fixed-income background, ideally from a credit institution or from an asset manager.
- An understanding of cash investments as an asset class and how institutional clients think about cash.
- Ability to create sales plans and deliver against pre-agreed sales targets set in consultation with the sales team for quarterly sales goals and yearly AUM targets set by SLT.
- Good understanding of the investment industry, financial markets, products and services.
- Ability to build and maintain successful customer relationships.
- Self-starter and capable of working autonomously.
- Strong collaboration skills with marketing, product, operations and finance teams.
- Ability to multitask / good organisational skills.
The Terms
- Full Time
- Competitive salary, depending on experience
- Equity and bonus scheme
- Unlimited Paid Leave
- Hybrid office-working model - we're in a great location near Green Park station in London
- Enhanced Parental Leave and Pay
- Workplace Pension
- Complete Bupa HealthCare Cover
- Life Insurance
- Income Protection Insurance
- Access to Yulife (Employee Assistance Programme)
- Remote Office set-up budget
- Cycle to Work Scheme
- A fun and dynamic working environment with regular team-building activities and events including an annual offsite
If you’d like to use your experience and skills working for this great business, please apply today!
We're really good at keeping our job board up to date, so if the link for this role works, we are still accepting applications and we'd love you to apply.