Senior Sales - UK - SaaS Portfolio Management, Trade Order Management, Data Management & Investment Accounting - London

Sorry, this advert is now closed. Click here to view our live vacancies.
Trading - Sales & Marketing
Ref: 28 Date Posted: Monday 03 Jun 2024

Captura Search is working with this successful & privately owned FinTech firm headquartered in the USA, but with an established team near Liverpool St Station here in London. They offer an exceptional suite of SaaS / Cloud based portfolio management technologies to the buy side market . Our clients’ solutions have proving successfulrate when competing in RFP / RFI processes, and are displacing competitor legacy solutions when they go up against them. Due to a renewed focus on the UK they are expanding their London sales team - this is a very compelling time to join them. They are looking to add a proactive sales professional who has a proven track record in identifying and closing new logo clients specifically with Asset Management firms.

As well as the opportunity to sell in such competitive times, they will also reward you very well with a highly competitive salary and commission scheme.


  • Identify, prospect, and engage with Asset Management firms that would have a strong need for credible and modern alternative solutions.
  • Responsible for identifying and cold-calling (for Tier One targets) Asset Management prospects
  • Work with inside-sales and pre-sales to communicate technical concepts in a simple & easy to understand format to engage clients and demonstrate how you can solve their problems
  • Manage & prioritize the sales pipeline appropriately
  • Work closely with marketing on targeted campaigns to the asset management community throughout the UK & Europe


  • Able to successfully manage a significant pipeline of sales opportunities with Asset Managers
  • Must have a proven and successful sales track record with the following / or similar types of FinTech firms:
  • FIS (InvestONE)
  • Simcorp (Dimension)
  • Finastra (Misys – Fusion Invest solution)
  • Fidessa LatentZero
  • SS&C (Camra, HiPortfolio, APX) and Advent Software (Part of SS&C – Geneva, Axys, Altair, Tradex)
  • State Street (Including Global Exchange (SSgX) & Charles River Development
  • Temenos Multifonds
  • Eagle Investment Systems
  • Broadridge Financial Solutions
  • BlackRock Aladdin
  • Factset BISAM / Portfolio Analytics
  • Rimes
  • EZE Software – Tradar
  • StatPro
  • Calypso Technology (Investment Management)
  • Objectway (eXimius)
  • Tora (Prism)
  • Milestone Group
  • Linedata 
  • eFront
  • IHS Markit – Asset Management Solutions
  • AIM Software (GAIN)
  • Bloomberg (PORT / AIM)
  • Profidata
  • Profile Software
  • MSCI Barra
  • Must be able to manage a significant sales pipeline
  • Must have a well-developed knowledge and network in the Asset Management market, especially across the front office
  • Must have an interest in working for a demanding and entrepreneurial firm that rewards hard-work and recognizes sales contributions
  • Our client is looking for talented sales executives who possess both passion and enthusiasm for sales
  • Someone with the drive to succeed and bring a startup work ethic to the role
  • The firm has a very attractive compensation scheme that will reward success appropriately

If you are now ready to join a proven and disruptive FinTech vendor experiencing outstanding year-on-year growth, we would welcome hearing from you, with a view to arranging a discreet conversation about this opportunity.

Keywords: software, asset management, investment management, fund management, portfolio management, trading, fund accounting, investment accounting, risk management, portfolio order management, enterprise data management, performance attribution, performance measurement, client reporting