Captura Search’s client is a market leader with specialist suite of front to back office solutions including reference data management, integrated portfolio management and fund accounting systems. They’re an extremely successful and award-winning company with global investment institutions and banks as clients. With new clients signing up on a consistent basis they are experiencing a period of phenomenal growth. Their solutions are much stronger than their competitors which has resulted in numerous displacements and RFI’s / RFP’s being won. As a result they are expanding their Implementation consulting team in Melbourne and other key client locations. Captura Search has already supported this client to make multiple Implementation hires (professionals with experience as SQL development or implementation experts) and we are working in close partnership with their management to add further specialists with similar experience.

These are key client facing hires delivering new client implementations made up of vendor and client resources. Implementation of this new leading-edge technology will of course involve a variety of tasks such as; business analysis, configuration, data process setup, enterprise data management configuration (SQL, Oracle or Sybase experience important), report building and client training etc. You will be the lead / point Consultant for the vendor on key implementation projects, key positions!!!

Desirable Experience:

There are three core elements to finding the right candidate for this position:

• Technical / Software Development background in finance (SQL, Oracle or Sybase DB experience)
• Good knowledge of the financial industry and front to back office workflow
• Client facing is a strength, managing expectations and delivering project promises
• Ideally experience in software development, which is underpinned with knowledge of software / technology and finance. Someone who can bridge the gap between technology and finance

Experience in development work, or implementing the following software systems / consultancies:

• Finbourne
• RIMES / Matrix IDM
• S&P's IHS Markit EDM (Cadis)
• Simcorp AIM Software GAIN
• Bloomberg Polarlake
• VistaOne Solutions (CoreOne formerly known as Netik)
• Eagle Investment Systems - Data Management
• Goldensource
• Alveo / Asset Control
• NeoXam DataHUB, GP4 or Decalog solutions
• CapGemini – iGate Data Management Consultancy
• Accenture Investment Management
• AlphaFMC
• Reformis
• BlackRock Aladdin
• Factset BISAM
• SS&C
• BNY Mellon Data & Analytics / Eagle Investment Systems
• Temenos Multifonds
• State Street Alpha / Charles River Development
• Finastra (Misys – Fusion Invest solution)

Naturally you will have:

• Excellent problem-solving skills.
• Good client facing abilities and strong problem solver.
• You must also have excellent interpersonal and client communication skills

This is an exciting time to join one a market leader with an innovative and welcoming team in a great culture. With systems that promise exceptional career challenges and the opportunity to work with Tier 1 finance houses. If you’re a team orientated, personable and well-motivated EDM or OMS / PMS professional looking for a fresh and exciting career challenge with an international company then please get in touch to have a discreet introductory conversation.

Remuneration – Excellent to attract the best

Experience Levels – 3 to 10 Years +

If you thrive on cultivating strong client relationships, guiding them through complex solutions, and want to be at the forefront of fintech, read on! ✨

Senior Account Manager (Toronto, Canada)

What You’ll Do

🔎 Strategic Client Engagement

• Identify, research, and maintain strong relationships with high-potential accounts in the wealth and asset management sectors.
• Serve as a trusted advisor to key decision-makers, understanding their objectives and challenges.

📈 Consultative Account Expansion

• Conduct discovery sessions to uncover clients’ evolving needs and craft compelling strategies for growth.
• Propose tailored, ROI-focused solutions and collaborate with internal teams to ensure client satisfaction.

⚙️ Manage Complex Renewals & Upsells

• Own the entire lifecycle of client engagements—from onboarding to expansion—ensuring a seamless experience.
• Negotiate contract renewals and upsells that align with client goals and company targets.

💡 Collaborate & Innovate

• Partner with product, marketing, and solutions teams to address client feedback and deliver impactful presentations.
• Drive continuous improvement by advocating for client-centric product enhancements.

📊 Accurate Forecasting

• Maintain a robust client pipeline, meet or exceed revenue targets, and communicate opportunities to internal stakeholders.
• Utilize CRM and analytics tools to report on progress and forecast future growth.

🏅 Lead with Influence

• Represent the company at industry events, sharing market insights and best practices.
• Foster long-term, trust-based relationships that position the company as a strategic partner.

What You’ll Bring

• 5+ years of success in enterprise software, fintech, or SaaS account management
• Proven track record of managing and growing multi-million-dollar client portfolios
• Strong familiarity with wealth management and/or asset management practices and pain points
• Outstanding communication and negotiation skills, with an ability to inspire confidence
• A high-achiever mindset, eager to surpass targets and champion customer outcomes

Why Join?

• High Earning Potential: Base up to CAD equivalent to USD$175k, USD$350k OTE with uncapped upside and accelerators
• Growth & Impact: Join a rapidly expanding company powered by tier-one PE investment
• Hybrid Setup: Enjoy the best of both worlds with 2–3 days onsite in our new Toronto office
• Comprehensive Benefits: Medical, dental, vision, 401(k), and more
• Professional Empowerment: Shape groundbreaking fintech solutions that optimize revenue for industry leaders

Ready to Make Waves in Fintech?
If you’re motivated by strategic partnerships, high-level client engagements, and the opportunity to drive transformative change, we want to hear from you. Send us your application and let’s redefine what’s possible—together! 🚀

Our client is a fast-growing fintech trailblazer serving premier wealth and asset management firms. Armed with top-tier private equity funding, their cutting-edge solutions simplify and create efficiences around processes while accelerating growth and innovation for global financial institutions. They are the best in their field serving Wealth Management and Asset Management clients.

If you thrive on closing large, complex deals, can build trust with C-suite stakeholders, and want to be at the forefront of fintech, read on! ✨

What You’ll Do

🔎 Strategic Prospecting

• Pinpoint, research, and engage high-potential prospects in the wealth and asset management sectors.

📈 Consultative Selling

• Conduct discovery sessions, craft compelling business cases, and articulate clear ROI to executive decision-makers.

⚙️ Manage Complex Deals

• Own the full sales cycle, from initial pitch to contract negotiations, ensuring seamless client engagement.

💡 Collaborate & Innovate

• Partner with product, marketing, and solutions experts to address client needs and create tailored presentations.

📊 Accurate Forecasting

• Maintain a healthy pipeline, meet or exceed revenue targets, and communicate opportunities to internal stakeholders.

🏅 Lead with Influence

• Representation at industry events, share insights on market trends, and foster lasting relationships.

What You'll Bring

• 5+ years of success in enterprise software, fintech, or SaaS sales
• Demonstrable track record of closing multi-million-dollar deals with senior executives
• Strong familiarity with wealth management and/or asset management practices and pain points
• Outstanding communication and negotiation skills, with an ability to inspire confidence
• A high-achiever mindset, eager to surpass sales targets and champion customer outcomes

Why Join?

• High Earning Potential: Base up to $175k, $350k OTE with uncapped upside and accelerators
• Growth & Impact: Join a rapidly expanding company powered by tier-one PE investment
• Hybrid Setup: Enjoy the best of both worlds with 2–3 days onsite in our new NY office
• Comprehensive Benefits: Medical, dental, vision, 401(k), and more
• Professional Empowerment: Shape groundbreaking fintech solutions that optimize revenue for industry leaders

Ready to Make Waves in Fintech?

If you’re motivated by big wins, high-level client engagements, and the opportunity to drive transformative change, we want to hear from you. Send us your application and let’s redefine what’s possible—together! 🚀

Are you ready to join a fast-scaling, multi award-winning InsurTech that’s making waves in the insurance industry? Captura Search is proud to be the exclusive partner on this high-priority Senior Sales Executive role, offering you the chance to significantly impact the growth of a cutting-edge AI-driven technology provider.

Why This Role?

• 🚀 High-Growth Environment: Be part of a team that’s expanding at lightning speed, continuously innovating to stay ahead in the InsurTech space.
• 🏆 Market-Leading Technology: Help deliver AI-enabled risk assessment solutions that are transforming the insurance industry.
• 🤝 Exclusive Representation: This opportunity is secured exclusively by Captura Search, giving you a direct path to stand out in the hiring process.

What You’ll Do 💼

• Hunt & Grow: Identify and engage new business prospects in the UK market, focusing on P&C or L&H insurance.
• Build Relationships: Forge strong connections with key decision-makers (Directors and C-Suite), showcasing real value and forging trust.
• Own the Sales Cycle: Drive all stages of the sale, from prospecting to closing and beyond, meticulously recording all activity in Salesforce.com.
• Collaborate Cross-Functionally: Coordinate with marketing, product, and leadership to deliver seamless customer experiences.
• Travel & Network: Represent the company at webinars, trade shows, conferences, and executive dinners
• Exceed Targets: Meet and surpass quarterly and annual quotas through strategic pipeline management.

Who You Are 🧩

• Experienced Seller: You bring 5 to 10 years of InsurTech sales epxerience, ideally within P&C or L&H insurance.
• Tier 1 Profile: If you've successfully sold data, analytics or a similar solution, where you understand the flow of data within insurance firms you'll be a very strong fit!
• Negotiation Pro: Strong presentation, closing, and relationship-building skills with Directors and C-Suite.
• Self-Starter: You thrive in a fast-paced environment and have a natural drive to chase down new opportunities.
• Location Savvy: Uk based with flexibility for hybrid/remote.

Benefits & Rewards 🎁

• Competitive Compensation: Base salary up to £150k (DOE), uncapped commissions, plus stock options.
• Flexible Work Arrangements: Enjoy remote/hybrid options
• Unlimited PTO: Recharge whenever you need—no limits.
• Health & Wellness Coverage: Comprehensive plans to keep you and your loved ones covered.
• Collaborative Culture: Join a diverse team that values trust, transparency, and innovation.

Why Join This InsurTech? 🌐

Our client’s AI-powered solutions are reshaping how insurers assess and manage risk—faster and smarter. You’ll join a global team united by a commitment to service, diversity, and innovation. If you love tackling challenges head-on, you’ll thrive in this environment that celebrates curiosity, collaboration, and personal growth.

Ready to Make Your Mark? ✨
Don’t miss the chance to catapult your sales career with an industry disruptor. Apply now, as the exclusive search partner, we’ll fast-track your application and ensure you stand out among the competition.

Take the leap into a dynamic, award-winning team—apply today!

Job Description

• Collaborating and liaising with business users (including Private Equity, Real Estate, Debt, Fund Service departments)
• Providing qualitative analysis of end user needs and evaluating the feasibility of requirements versus capabilities
• Implement eFront structure, customizations, and configuration requirements
• Develop expertise and knowledge in functional and technical areas
• Work closely with Business Information Report developers, Functional Team Leaders, and Project Managers
• Deliver user training, solution demonstrations and presentations as required

Your Profile

• You have a first-hand experience with eFront - FrontInvest
• You have a Bachelor’s degree in IT / Mathematics or related area
• Coding experience on VB.Net, SQL or Javascript languages
• Circa 5 years of relevant experience;
• Accounting knowledge and experience in the Alternative Investments industry is definitely an asset
• Capable of working on multiple projects simultaneously, with the ability to prioritise
• You are a collaborative team player, able to build positive and productive relationships within the whole IT group
• You are detail-oriented and organized
• You have fluent oral/written communication skills in English, French is seen as beneficial but not essential

If you are ready to explore a new challenge in your career, and feel like you need to grow your expertise further this is a fantastic opportunity to do just that. We are looking forward to hearing from you. 

Job Description:

You will be responsible for growing the business with new prospects and increasing its market share. You will develop and execute the sales strategy for theses markets, ensure timely closure of deals, and create an infrastructure to deliver revenues. This role reports to the Paris based Head of Sales.

Position Responsibilities:

• Generating and closing deals
• Identify, contact, qualify and develop of new logo clients and expand existing accounts which are US centric
• Developing and enhancing relationships with key executives at C-level
• Respond to RFI's and RFP's within timescales and delivery requirements
• Working with presales and SME’s as necessary to present in-depth demonstrations
• Design and deliver product demonstrations and presentations
• Develop and promote product benefits and drive awareness amongst the Investment Management community
• Collaborate with and report to management on the sales pipeline by making full use of the CRM tools available

Experience:

• Native / Business Fluent French
• Consistent track record of sales delivery
• highly competitive, creative and solutions-oriented
• An innovator with the desire to “create something outstanding”
• A proven track record in selling enterprise solutions and services to the Asset Management / ManCo community at C-level
• Experience with Management solutions sales would be highly beneficial, but having sold to the buy side is most important, so closing longer sales cycles with bigger tickets!
• Excellent understanding of buy side finance and software licensing, gained in either a client or vendor environment
• Best of breed new business development skills
• Proven talent for making effective cold calls to target prospects
• The proven ability to negotiate and to close deals.
• Understand the complexity of the commercial sales process
• Strong customer focus and excellent verbal, written and presentation skills.
• Strong problem-solving skills and strong drive for results… put your strategy into action!
• You like working in a creative and interesting atmosphere in an international environment where initiative and perseverance is fully expected
• Able to take responsibility for managing your own time in an effective and responsible manner and involve others where necessary
• Flexibility to travel in pursuit of objectives

Keywords: RegTech, FinTech, Regulatory Reporting, GRC, Governance, Risk Management, Compliance, Surveillance, Analytics, MiFID2, MiFIDII, Dodd-Frank, MiFID II, EMIR, AIFMD, ICITS V, MAD II, CSDR, T+2, FATCA, Basel III, CRD IV, HKMA, PRIIPs, T2S,  Solvency II, IFRS, AML, PSD2

• Charles River Development
• FIS (InvestONE)
• Simcorp
• Finastra (Misys – Fusion Invest solution)
• Fidessa LatentZero
• SS&C (Camra, HiPortfolio, APX)
• State Street Global Exchange (SSgX)
• Advent Software (Part of SS&C – Geneva, Axys, Altair, Tradex)
• 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
• eFront
• IHS Markit – Asset Management Solutions
• Simcorp / AIM Software (GAIN)
• Bloomberg (PORT / AIM)
• Profidata
• Profile Software
• MSCI Barra

Due to significant revenue growth our client is reinvesting heavily in advancing their product set as also looking to add a securities finance professional in their London office. The ideal profile is someone who is working for a financial institution. Someone who has great Securities Finance product knowledge and who is well known to the Securities Finance community.

The Role

• The Sales Executive will work to leverage key relationships with senior executives within the Securities Finance industry to develop and manage a pipeline of new business. The pipeline will include new services for existing customers and new logo clients
• Develop a sales pipeline, meet with prospects and close sales
• Identify and close opportunities to upsell the sales value with existing customers by selling additional services which will benefit them.
• Build and maintain key client / prospect relationships with key decision makers
• Attend industry events as required
• Contribute to appropriate marketing and advertising

Experience

This experience should ideally have been gained within a securities finance environment i.e.... Prime Finance (Equity Finance or Fixed Income Finance), Collateral Management (Stock Loan, Repo), Securities Lending etc

• Excellent track record in sales or product roles - if you are not in sales now (i.e. Securities Finance Operations) you need to have the skillset to make that transition.
• Excellent relationship management skills, developing and maintaining relationship at various levels of the value chain.
• Naturally there is the need for excellent communication and presentation skills
• Comprehensive knowledge of securities finance processes and broad knowledge of the wider securities finance market place.
• A self-assured, proactive and autonomous mindset
• Highly professional, act with integrity and someone who is respected within the securities finance community

This role is suited to a securities finance professional who is happy with the industry, but is looking to make a move to the FinTech industry where you can take on a dynamic role and help clients solve their problems with inefficiency and tackling market regulations. If you are interested to join a market leader that's offering a unique career opportunity please get in touch.  

Keywords: Prime Finance, Equity Finance, Fixed Income Finance, Collateral Management, Stock Loan, Repo, Securities Lending, Reconciliation, CCP, SFTR, EMIR, Triparty, Tri-Party, Collateral Efficiency, Equilend, Datalend, Credit Risk, Clearstream, GC Pooling, Liquidity, Lombard Risk, SS&C Globeop, Post Trade, Elixium, WeMatch, Collex, 

Captura Search’s client is a market leader with specialist suite of front to back office solutions including reference data management, integrated portfolio management and fund accounting systems. They’re an extremely successful and award-winning company with global investment institutions and banks as clients. With new clients signing up on a consistent basis they are experiencing a period of phenomenal growth. Their solutions are much stronger than their competitors which has resulted in numerous displacements and RFI’s / RFP’s being won. As a result they are expanding their Implementation consulting team across the USA in Boston, NY and other key client locations. Captura Search has already supported this client to make multiple Implementation hires (professionals with experience as SQL development or implementation experts) and we are working in close partnership with their management to add further specialists with similar experience.

These are key client facing hires delivering new client implementations made up of vendor and client resources. Implementation of this new leading-edge technology will of course involve a variety of tasks such as; business analysis, configuration, data process setup, enterprise data management configuration (SQL, Oracle or Sybase experience important), report building and client training etc. You will be the lead / point Consultant for the vendor on key implementation projects, key positions!!!

Desirable Experience:

There are three core elements to finding the right candidate for this position:

·         Technical / Software Development background in finance (SQL, Oracle or Sybase DB experience)

·         Good knowledge of the financial industry and front to back office workflow

·         Client facing is a strength, managing expectations and delivering project promises

·         Ideally experience in software development, which is underpinned with knowledge of software / technology and finance. Someone who can bridge the gap between technology and finance

Experience in development work, or implementing the following software systems / consultancies:

·         IHS Markit EDM (Cadis)

·         AIM Software GAIN

·         Bloomberg Polarlake

·         VistaOne Solutions (CoreOne formerly known as Netik)

·         Eagle Investment Systems - Data Management

·         Goldensource

·         Asset Control

·         NeoXam (SmartCo Datahub), GP3 or Decalog solutions

·         CapGemini – iGate Data Management Consultancy

·         Accenture Investment Management

·         AlphaFMC

·         Reformis

·         BlackRock Aladdin

·         Factset BISAM

·         Simcorp

·         SS&C

·         Eagle Investment Systems

·         Temenos Multifonds

·         eFront

·         State Street Global Exchange (SSgX)

·         Charles River Development

·         Finastra (Misys – Fusion Invest solution)

·         Profidata

·         Fidessa LatentZero

·         MSCI

·         Informatica

·         IBM InfoSphere

Naturally you will have:

·         Excellent problem-solving skills.

·         Good client facing abilities and strong problem solver.

·         You must also have excellent interpersonal and client communication skills

This is an exciting time to join one a market leader with an innovative and welcoming team in a great culture. With systems that promise exceptional career challenges and the opportunity to work with Tier 1 finance houses. If you’re a team orientated, personable and well-motivated EDM professional looking for a fresh and exciting career challenge with an international company then please get in touch to have a discreet introductory conversation.

This international provider of Financial Enterprise Data Management solutions & consulting services both sell and buy side clients. They are going through a growth phase and as a consequence are looking to strengthen their international operation with the hire of high quality Pre-Sales Engineer to play a key role in their specialist EDM team.

What can this EDM FinTech company offer you?

•          A position where you will genuinely influence and shape sales processes with clients and the product going forward
•          Rapid career progression is there if you want to take this opportunity with both hands
•          A manager who will trust you and encourage you to make it happen
•          A remuneration package to make you feel valued and reflects how good you are

Appropriate professionals will recognise these traits in themselves:

Experience as a successful Pre-Sales subject matter expert in the following types of Financial Enterprise Data Management companies would be great. However pre-sales professionals who are experienced with Capital Markets FinTech such as Core Banking, Order Management. Performance Measurement & Attribution and other systems will definitely be considered:

• Enterprise Data Management systems:

o    Asset Control ACPlus, ACInvest Markit EDM (Cadis)

o    AIM Software GAIN

o    Bloomberg Polarlake

o    Eagle PACE

o    Goldensource

o    NeoXam / SmartCo,

o    iGate (CapGemini iGate)

o    Informatica

o    IBM InfoSphere

• Strong understanding for the front to back office workflows for financial institutions and related data requirements, so probably you’ll have implemented / interfaced core buy or sell side FinTech systems.
• Ability to demonstrate and present solutions to clients.
• Some technical skills as well as strong workflow analysis and problems solving skills.
• Enjoy travelling
• Excellent interpersonal and client communication skills.

This is an exciting time to join an established firm that promises a significant business challenge and career advancement. If you’re a team orientated, personable and well motivated pre-sales specialist looking for the next challenge, this role offers is an exceptional opportunity.

This is a permanent employee role.

Remuneration: Commensurate with experience, basic salary + bonus + benefits.

This Product Manager will own core aspects of solutions and key aspects of product roadmaps. They will work closely with internal teams including Sales, Engineering and Professional Services, as well as customers to gather requirements and execute the implementation of new functionality going forward.

In this role you will support the Enterprise strategy and strive to deliver an even more global product. You will be an internal and external evangelist for the product set and will impact how competitive Captura's clients solution is in the FinTech market they serve, to continue competing with their competition.

This role is a tremendous opportunity to contribute to the development and rollout of the Middle / Back Office products and requires someone with the strong motivation and desire to work in a fast-paced environment. The role would benefit from strong product knowledge of Middle / Back office processing solutions.  Enterprise FinTech Product Management experience is required in order to reduce the ramp up period to being a success in this role.

Responsibilities:

•Determine the direction of solutions and develop the product roadmap.

•Gather and prioritize inputs from market analysis, sales demands, and team ideas to ensure that the roadmap matches the market requirements and we are competitive and building the right things at the right time.

•Write detailed functional requirements and specifications and work closely with the development team to design and build the correct solutions- carry out functional testing of developed solutions.

•Participate in product launches to provide key messages, competitive profiling and product content for marketing.

•Create product documentation and marketing collateral for sales, prospects and customers.

•Participate in the sales process by demonstrating product features and presenting the product roadmap.

•Provide professional expertise and product knowledge to internal groups (Sales, Professional Services, Training and Documentation), customers and partners.

Requirements:

• Minimum of 5+ years of professional work experience building or working with buy side fintech software solutions
• Experience of agile product development methodologies

This is a very rare and unique career opportunity, which will play a key role in helping to make our clients global solutions even more successful. If you are looking for a company with no bureaucracy, in a high growth phase where you can make change happen quickly, you should be connecting with us to discuss this remit in more detail. To make an initial introduction please apply.

Location: London, City
Remuneration: An appropriate remuneration structure underpins the importance of this position to our clients business going forward

Captura Search’s client is a market leader with specialist suite of front to back office solutions including reference data management, integrated portfolio management and fund accounting systems. They’re an extremely successful and award-winning company with global investment institutions and banks as clients. With new clients signing up on a consistent basis they are experiencing a period of phenomenal growth. Their solutions are much stronger than their competitors which has resulted in numerous displacements and RFI’s / RFP’s being won. As a result they are expanding their Implementation consulting team in Philadelphia and other key client locations. Captura Search has already supported this client to make multiple Implementation hires (professionals with experience as SQL development or implementation experts) and we are working in close partnership with their management to add further specialists with similar experience.

These are key client facing hires delivering new client implementations made up of vendor and client resources. Implementation of this new leading-edge technology will of course involve a variety of tasks such as; business analysis, configuration, data process setup, enterprise data management configuration (SQL, Oracle or Sybase experience important), report building and client training etc. You will be the lead / point Consultant for the vendor on key implementation projects, key positions!!!

Desirable Experience:

There are three core elements to finding the right candidate for this position:

• Technical / Software Development background in finance (SQL, Oracle or Sybase DB experience)
• Good knowledge of the financial industry and front to back office workflow
• Client facing is a strength, managing expectations and delivering project promises
• Ideally experience in software development, which is underpinned with knowledge of software / technology and finance. Someone who can bridge the gap between technology and finance

Experience in development work, or implementing the following software systems / consultancies:

• IHS Markit EDM (Cadis)
• AIM Software GAIN
• Bloomberg Polarlake
• VistaOne Solutions (CoreOne formerly known as Netik)
• Eagle Investment Systems - Data Management
• Goldensource
• Asset Control
• NeoXam (SmartCo Datahub), GP3 or Decalog solutions
• CapGemini – iGate Data Management Consultancy
• Accenture Investment Management
• AlphaFMC
• Reformis
• BlackRock Aladdin
• Factset BISAM
• Simcorp
• SS&C
• Eagle Investment Systems
• Temenos Multifonds
• eFront
• State Street Global Exchange (SSgX)
• Charles River Development
• Finastra (Misys – Fusion Invest solution)
• Profidata
• Fidessa LatentZero
• MSCI
• Informatica
• IBM InfoSphere

Naturally you will have:

• Excellent problem-solving skills.
• Good client facing abilities and strong problem solver.
• You must also have excellent interpersonal and client communication skills

This is an exciting time to join one a market leader with an innovative and welcoming team in a great culture. With systems that promise exceptional career challenges and the opportunity to work with Tier 1 finance houses. If you’re a team orientated, personable and well-motivated EDM professional looking for a fresh and exciting career challenge with an international company then please get in touch to have a discreet introductory conversation.

Remuneration – Excellent to attract the best

Experience Levels – 3 to 10 Years +

Captura Search’s client is a market leader with specialist suite of front to back office solutions including reference data management, integrated portfolio management and fund accounting systems. They’re an extremely successful and award-winning company with global investment institutions and banks as clients. With new clients signing up on a consistent basis they are experiencing a period of phenomenal growth. Their solutions are much stronger than their competitors which has resulted in numerous displacements and RFI’s / RFP’s being won. As a result they are expanding their Implementation consulting team in Luxembourg and other key client locations. Captura Search has already supported this client to make multiple Implementation hires (professionals with experience as SQL development or implementation experts) and we are working in close partnership with their management to add further specialists with similar experience.

These are key client facing hires delivering new client implementations made up of vendor and client resources. Implementation of this new leading-edge technology will of course involve a variety of tasks such as; business analysis, configuration, data process setup, enterprise data management configuration (SQL, Oracle or Sybase experience important), report building and client training etc. You will be the lead / point Consultant for the vendor on key implementation projects, key positions!!!

Desirable Experience:

There are three core elements to finding the right candidate for this position:

• Technical / Software Development background in finance (SQL, Oracle or Sybase DB experience)
• Good knowledge of the financial industry and front to back office workflow
• Client facing is a strength, managing expectations and delivering project promises
• Ideally experience in software development, which is underpinned with knowledge of software / technology and finance. Someone who can bridge the gap between technology and finance

Experience in development work, or implementing the following software systems / consultancies:

• IHS Markit EDM (Cadis)
• AIM Software GAIN
• Bloomberg Polarlake
• VistaOne Solutions (CoreOne formerly known as Netik)
• Eagle Investment Systems - Data Management
• Goldensource
• Asset Control
• NeoXam (SmartCo Datahub), GP3 or Decalog solutions
• CapGemini – iGate Data Management Consultancy
• Accenture Investment Management
• AlphaFMC
• Reformis
• BlackRock Aladdin
• Factset BISAM
• Simcorp
• SS&C
• Eagle Investment Systems
• Temenos Multifonds
• eFront
• State Street Global Exchange (SSgX)
• Charles River Development
• Finastra (Misys – Fusion Invest solution)
• Profidata
• Fidessa LatentZero
• MSCI
• Informatica
• IBM InfoSphere

Naturally you will have:

• Excellent problem-solving skills.
• Good client facing abilities and strong problem solver.
• You must also have excellent interpersonal and client communication skills

This is an exciting time to join one a market leader with an innovative and welcoming team in a great culture. With systems that promise exceptional career challenges and the opportunity to work with Tier 1 finance houses. If you’re a team orientated, personable and well-motivated EDM professional looking for a fresh and exciting career challenge with an international company then please get in touch to have a discreet introductory conversation.

Remuneration – Excellent to attract the best

Experience Levels – 3 to 10 Years +

Captura Search’s client is a market leader with specialist suite of front to back office solutions including reference data management, integrated portfolio management and fund accounting systems. They’re an extremely successful and award-winning company with global investment institutions and banks as clients. With new clients signing up on a consistent basis they are experiencing a period of phenomenal growth. Their solutions are much stronger than their competitors which has resulted in numerous displacements and RFI’s / RFP’s being won. As a result they are expanding their Implementation consulting team in China and other key client locations. Captura Search has already supported this client to make multiple Implementation hires (professionals with experience as SQL development or implementation experts) and we are working in close partnership with their management to add further specialists with similar experience.

These are key client facing hires delivering new client implementations made up of vendor and client resources. Implementation of this new leading-edge technology will of course involve a variety of tasks such as; business analysis, configuration, data process setup, enterprise data management configuration (SQL, Oracle or Sybase experience important), report building and client training etc. You will be the lead / point Consultant for the vendor on key implementation projects, key positions!!!

Desirable Experience:

There are three core elements to finding the right candidate for this position:

• Technical / Software Development background in finance (SQL, Oracle or Sybase DB experience)
• Good knowledge of the financial industry and front to back office workflow
• Client facing is a strength, managing expectations and delivering project promises
• Ideally experience in software development, which is underpinned with knowledge of software / technology and finance. Someone who can bridge the gap between technology and finance

Experience in development work, or implementing the following software systems / consultancies:

• IHS Markit EDM (Cadis)
• AIM Software GAIN
• Bloomberg Polarlake
• VistaOne Solutions (CoreOne formerly known as Netik)
• Eagle Investment Systems - Data Management
• Goldensource
• Asset Control
• NeoXam (SmartCo Datahub), GP3 or Decalog solutions
• CapGemini – iGate Data Management Consultancy
• Accenture Investment Management
• AlphaFMC
• Reformis
• BlackRock Aladdin
• Factset BISAM
• Simcorp
• SS&C
• Eagle Investment Systems
• Temenos Multifonds
• eFront
• State Street Global Exchange (SSgX)
• Charles River Development
• Finastra (Misys – Fusion Invest solution)
• Profidata
• Fidessa LatentZero
• MSCI
• Informatica
• IBM InfoSphere

Naturally you will have:

• Excellent problem-solving skills.
• Good client facing abilities and strong problem solver.
• You must also have excellent interpersonal and client communication skills

This is an exciting time to join one a market leader with an innovative and welcoming team in a great culture. With systems that promise exceptional career challenges and the opportunity to work with Tier 1 finance houses. If you’re a team orientated, personable and well-motivated EDM professional looking for a fresh and exciting career challenge with an international company then please get in touch to have a discreet introductory conversation.

Remuneration – Excellent to attract the best

Experience Levels – 3 to 10 Years +

Responsibilities

• Manage the entire program lifecycle including program value management and alignment of projects to client business values and objectives
• Manage complex multi-year EDM programs in APAC from a functional expert perspective. The complexity of an EDM program here refers to:
  • scope including the full enterprise eco system rather than a few dedicated departments,
  • upstream or downstream systems as within smaller scale EDM projects
  • context covering C-level steering committee, multiple-party contractual constructs, fixed commitments in a transformational process.
• Manage programme governance covering organization (internal / external stakeholders) and processes (program/project progress and assurance)
• Manage transformation including change management and business process adjustment
• Manage projects planning/resources/financials/stakeholders/dependencies/risks

Experience Preferred:

• Master’s degree or equivalent
• 10+ years in data management with a strong business acumen (deep functional knowledge)
• Project management experience (successfully delivered large scale, fixed price programme’s)
• Preferably have working in either one of these two company types:
  • A FinTech vendor experience (product company background) with solutions such as
    • IHS Markit EDM (Cadis)
    • NeoXam DataHUB
    • Simcorp GAIN (AIM Software)
    • Asset Control
    • GoldenSource
    • BNY Mellon  (Eagle Investment Systems – Data Management)
    • Smartstream (RDU – Reference Data Utility)
    • FIS (Data Management)
    • Finastra (Data Management)
    • Broadridge Systems (Data Management)

OR

• A Management Consultancy specialized in delivering major EDM / MDM Projects
  • Excelian
  • Synpulse
  • Virtusa
  • Reformis
  • AlphaFMC
  • Pentagon Consulting
  • Elgin White
  • Accenture etc​

• APAC business experience would be highly beneficial, but is not a pre-requisite
• Specific data program skills:
• Putting a data strategy in place which is based on proven data management transition processes and best practice data and workflow experiences
• Covering data governance framework and organization (user, stewards, owners, custodians) and data mastering/quality strategy
• Adapting the data governance framework, taking into account the as-is and to-be data governance maturity
• Knowledgeable on sizing, security, deployment concepts.
• Fluent in English

Captura’s Client is offering

• Highly Competitive compensation
• Excellent medical, dental and paternity / maternity coverage for you and your dependents
• Life insurance allowance
• A dynamic work environment filled with a internationally diverse team which is entrepreneurial, collaborative, and fun-loving

• A chance to be part of the leadership to take the APAC business to the next level

**LOCATION**

Please note that this position will be based in Singapore full time from January 2021. In 2020 the position will be based either in Singapore (If someone already lives there) or remotely if the individual lives elsewhere around the world. Captura’s client is willing to relocate the right professional to Singapore.

Someone who understands the genuine importance that marketing plays to develop sales pipeline, customer loyalty and to articulate a value proposition in highly competitive markets. The role requires strong capabilities across all the marketing channels (Online, Email, Events, Lead Generation, PR, Collateral, Salesforce CRM & Reporting). Someone who can work within a small international team to have maximum impact and is not afraid to roll up their sleeves to make it happen. If you are looking to own a marketing role, to make it your own, then this is the opportunity to do just that……

Main Responsibilities:

·         Creation and re/development of sales and marketing collateral for custom / go-to-market solutions.

·         Saleforce expertise and monitoring

·         Develop and deliver marketing activities to drive customer engagement, leading to sales opportunities

·         Track and measure all activities and ROI

·         Manage marketing budget

·         Sales enablement

Activities will include:

·         Coordinate marketing & research collateral and presentations. Standardise sales proposal templates in collaboration with executive management, sales, publishing and design

·         Drive and contribute to social media activities (Twitter, LinkedIn and others) using new and existing channels

·         Organize and manage all marketing & sales support materials/content relevant for EMEA

·         Schedule, set up and run - Webcasts, executive client briefings and client dinners

·         Responsible for Email marketing campaigns

·         Manage videos featuring content for posting online

·         Communicating information to sales team on key activities

·         Build databases of prospective clients for marketing campaigns.

·         Onboarding of salespeople

·         Capturing sales requirements

·         Developing sales training

Required skills and experience

·         Planning and implementing marketing activities

·         Strong sales focus

·         Entrepreneurial and capable of working alone

·         Project focused

·         Organized/good at time management

·         Ability to provide creative solutions to sales and marketing collateral

·         MS Office skills

Desirable skills

·         Experience in Financial Technology (FinTech) is highly desirable

·         Strong interpersonal and communication skills

·         Knowledge of SalesForce.com is highly desirable

·         Knowledge of social media tools/SEO, content marketing

·         Sales enablement

·         An education / qualification focused on Marketing would be highly beneficial

If you are ready to take on an innovative marketing challenge then we can’t wait to hear from you. 

Keywords: 

With no direct competitors this company has found a niche with a unique and compelling proposition allowing hedge funds / asset managers to quickly capitalise upon stock opportunities. 

Experience Required:

• You must have a great sales track record in either…
  1. Selling Market Data / Research / Analytics to Hedge Funds & Asset Managers ..OR..
  2. Working for an Investment Bank in an Equity Research Sales position
• Possess a relevant rolodex of relevant Middle to C level market contacts at buy side traditional Asset Managers and Hedge funds, who will meet with you to discuss this new exciting proposition
• First-hand experience of how data/research drives investment decision-making is key
• A proven track record of hitting or exceeding sales targets.
• Must be recognised as a commercial business development professional, with the ability to establish the first contact, and manage processes end-to-end with multiple deals to juggle.
• You will have the want and need to be part of a well-funded start-up with a strong executive team who have successfully built businesses previously
• A proven sales professional who is articulate, consultative, confident, commercial, and driven!

This position is appropriate for a 'stand out' business development professional looking for a more 'unique' opportunity than they currently have. If it's time to step out and do something new and exciting, and be paid handsomely for your efforts …… then we want to hear from you.

Remuneration:  Equity participation is assured for someone who can deliver the sales that will come in this opportunity. There’s also a good basic salary, and generous commission structure to reward a sales performer.

Keywords:  equity sales, equity research sales, investment bank, sell side, sell-side, sales executive, sales manager, sales representative, hedge funds, buy side, asset management, investment management, alternatives, equity research, stock selection, equity analysts, fundamental research, fundamental analysis, quantitative, front office, business development, alpha generation, Alpha seeking

Vendors: Dataminr, Eagle Alpha, Algomi, Preqin, Factset, Thomson Reuters, Bloomberg, Mergermarket (Debtwire, Wealthmonitor, DealReporter) , S&P, Standard & Poors (CapitalIQ Etc), Morningstar, Perfect Information, Fitch Solutions, Citywire OR Moody’s, IHS Markit, SIX Telekurs, Rimes, Interactive Data, Dealogic, ICAP Information, Dunn & Bradstreet, BCA Research, Global Insight, AlphaSense, Unavista, Nasdaq Evestment, StatPro et al

Captura Search’s client is a market leader with specialist suite of front to back office solutions including reference data management, integrated portfolio management and fund accounting systems. They’re an extremely successful and award-winning company with global investment institutions and banks as clients. With new clients signing up on a consistent basis they are experiencing a period of phenomenal growth. Their solutions are much stronger than their competitors which has resulted in numerous displacements and RFI’s / RFP’s being won. As a result they are expanding their Implementation consulting team across the Hong Kong and other key client locations. Captura Search has already supported this client to make multiple Implementation hires (professionals with experience as SQL development or implementation experts) and we are working in close partnership with their management to add further specialists with similar experience.

These are key client facing hires delivering new client implementations made up of vendor and client resources. Implementation of this new leading-edge technology will of course involve a variety of tasks such as; business analysis, configuration, data process setup, enterprise data management configuration (SQL, Oracle or Sybase experience important), report building and client training etc. You will be the lead / point Consultant for the vendor on key implementation projects, key positions!!!

Desirable Experience:

There are three core elements to finding the right candidate for this position:

·         Technical / Software Development background in finance (SQL, Oracle or Sybase DB experience)

·         Good knowledge of the financial industry and front to back office workflow

·         Client facing is a strength, managing expectations and delivering project promises

·         Ideally experience in software development, which is underpinned with knowledge of software / technology and finance. Someone who can bridge the gap between technology and finance

Experience in development work, or implementing the following software systems / consultancies:

·         IHS Markit EDM (Cadis)

·         AIM Software GAIN

·         Bloomberg Polarlake

·         VistaOne Solutions (CoreOne formerly known as Netik)

·         Eagle Investment Systems - Data Management

·         Goldensource

·         Asset Control

·         NeoXam (SmartCo Datahub), GP3 or Decalog solutions

·         CapGemini – iGate Data Management Consultancy

·         Accenture Investment Management

·         AlphaFMC

·         Reformis

·         BlackRock Aladdin

·         Factset BISAM

·         Simcorp

·         SS&C

·         Eagle Investment Systems

·         Temenos Multifonds

·         eFront

·         State Street Global Exchange (SSgX)

·         Charles River Development

·         Finastra (Misys – Fusion Invest solution)

·         Profidata

·         Fidessa LatentZero

·         MSCI

·         Informatica

·         IBM InfoSphere

Naturally you will have:

·         Excellent problem-solving skills.

·         Good client facing abilities and strong problem solver.

·         You must also have excellent interpersonal and client communication skills

This is an exciting time to join one a market leader with an innovative and welcoming team in a great culture. With systems that promise exceptional career challenges and the opportunity to work with Tier 1 finance houses. If you’re a team orientated, personable and well-motivated EDM professional looking for a fresh and exciting career challenge with an international company then please get in touch to have a discreet introductory conversation.

Due to significant revenue growth our client is reinvesting heavily in advancing their product set as also looking to add a securities finance professional in their NY office. The ideal profile is someone who is working for a financial institution in Securities Lending, or who has already left that world to join one of the few vendors specialising in this field. Someone who has great Securities Finance product knowledge and who is well known to the Securities Finance community.

The Role

• The Sales Executive will work to leverage key relationships with senior executives within the Securities Finance industry to develop and manage a pipeline of new business. The pipeline will include new services for existing customers and new logo clients
• Develop a sales pipeline, meet with prospects and close sales
• Identify and close opportunities to upsell the sales value with existing customers by selling additional services which will benefit them.
• Build and maintain key client / prospect relationships with key decision makers
• Attend industry events as required
• Contribute to appropriate marketing and advertising

Experience

This experience should ideally have been gained within a securities finance environment i.e.... Prime Finance (Equity Finance or Fixed Income Finance), Collateral Management (Stock Loan, Repo), Securities Lending etc

• Excellent track record in sales or product roles - if you are not in sales now (i.e. Securities Finance Operations) you need to have the skillset to make that transition.
• Excellent relationship management skills, developing and maintaining relationship at various levels of the value chain.
• Naturally there is the need for excellent communication and presentation skills
• Comprehensive knowledge of securities finance processes and broad knowledge of the wider securities finance market place.
• A self-assured, proactive and autonomous mindset
• Highly professional, act with integrity and someone who is respected within the securities finance community

This role is suited to a securities finance professional who is happy with the industry, but is looking to make a move to the FinTech industry where you can take on a dynamic role and help clients solve their problems with inefficiency and tackling market regulations. If you are interested to join a market leader that's offering a unique career opportunity please get in touch.  

Keywords: Prime Finance, Equity Finance, Fixed Income Finance, Collateral Management, Stock Loan, Repo, Securities Lending, Reconciliation, CCP, SFTR, EMIR, Triparty, Tri-Party, Collateral Efficiency, Equilend, Datalend, Credit Risk, Clearstream, GC Pooling, Liquidity, Lombard Risk, SS&C Globeop, Post Trade, Elixium, WeMatch, Collex

Their new financial planning platform will enable to collaborate, plan and model, easily access real-time analytics, streamline complex financial reporting, and accelerate financial consolidation.

In order to make all of this happen our client is looking for a key professional, ideally with the following experience:

• Experience of working with a a CPM / Corporate Performance Management tool such as:
  • Adaptive Insights
  • Prophix
  • IBM Cognos TM1 / Cognos
  • Business Objects
  • MS BI
  • Qlikview
  • Anaplan
  • Tableau
  • SAP BPC
  • Hyperion
  • Tagetik
     
• Professional experience in financial modeling, preferably in ​​alternative asset classes
• Solid experience with financial accounting and accounting systems

You would reporting to the Head of Specialist Projects and take responsibility to transfer their financial plans (budgets, forecasts, reports) & models from spreadsheets to their new cloud-based CPM software. This position works as part of the analyst team. A successful candidate must work well in a team environment while being a resourceful, independent self-starter able to work effectively with minimal direction.

If you’re an Excel specialist who enjoys working in a collaborative environment where you will enjoy your work and be rewarded for your efforts, this could be a great match. This is a major hire for a project-oriented and organized professional. If the above description fits your experience and your need for the next challenge we would welcome hearing from you via application.

Thought leadership and a proven product marketing background are going to be key for someone to take on this challenge. Someone who genuinely appreciates the importance that marketing plays to develop key messages, sales pipeline, customer loyalty and to articulate a value proposition in highly competitive markets.

The role requires strong capabilities across all facets of marketing, and someone who can think about marketing both globally, and for nuances within local markets.  To assist in your success there are a team of field marketing professionals. If you are looking to take on a senior marketing role with autonomy to make it your own, then this is the opportunity to do just that……

Key Responsibilities:

This role requires a senior professional who has strong experience of product marketing and ability to:

• Think creatively when developing strategy for the FinTech products over medium to long term,
• Plan effectively for the short, medium and longer term activity,
• and ensure excellence across delivery, working closely in partnership with product management, sales and the rest of the marketing team.

This professional will be accountable for being entrenched in the business/product area they are responsible for across Middle & Back Office globally ensuring close collaboration with sales, marketing & product management teams. As such it is the responsibility of this role to uphold the vision and values of our client, and to deliver strategic marketing programmes and targeted campaigns that increase awareness and help to deliver revenue in order to meet wider objectives. 

Experience Required:

• Product Marketing experience, preferably with Middle &/ or back office solutions (E.G. Trade Processing, Risk Management, Enterprise Data Management, Performance Measurement & Attribution, Investment Accounting / Fund Accounting, Custody, Cash Management, Payments etc)
• Thought leadership, with the ability to simplify and articulate complex enterprise fintech solutions in a way which audiences can grasp and feel engaged by
• Someone who culturally is about making it happen, reaching and exceeding goals where others are compelled to raise their game to keep up with you
• An innovator who doesn’t accept the norm because this role is about finding new answers to new marketing questions

If you are ready to take on an innovative marketing challenge then we can’t wait to hear from you, apply now!

Keywords:

Marketing, Product Marketing, FinTech Marketing, Marketing Manager, Marketing Director, FinTech, FinTech50, fintech100, fintech20, search and selection, fintech recruitment, financial services technology, executive recruiters, executive recruitment, executive search, executive search firms, talent management, onboarding, succession planning, fintech, transaction processing, electronic trading, e-trading, finance, financial industry, financial, IT recruitment, bank recruitment, recruitment online, recruitment agencies, , fintech companies, fintech startup
 

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.

Responsibilities:

• 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

Requirements:

• 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
• 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

This Senior Product Manager will own core aspects of ground breaking SaaS solutions and the ir respective product roadmaps. They will work closely with internal teams including Sales, Development, marketing and Professional Services, as well as working at an executive level with clients to gather requirements and execute the implementation / development of new functionality going forward.

In this role you will support the enterprise strategy and strive to deliver even more global products. You will be an internal and external evangelist for the product set and will impact how competitive Captura's clients solutions remain in the InsureTech markets they serve, to continue beating the competition.

This role is a tremendous opportunity to contribute to the development and rollout of the Middle / Back Office products and requires someone with the strong motivation and desire to work in a fast-paced environment which is innovative and fast growing. The role would benefit from strong product knowledge of either Front, Middle or Back office processing solutions.  Enterprise FinTech Product Management experience working with Insurance clients is required in order to reduce the ramp up period to being a success in this role.

Responsibilities:

•Determine the direction of solutions and develop the strategic product roadmap for EMEA.

•Gather and prioritize inputs from market analysis, sales demands, and team ideas to ensure that the roadmap matches the market requirements and we are competitive and building the right things at the right time.

•Write detailed functional requirements and specifications and work closely with the development team to design and build the correct solutions – so they can carry out functional testing of developed solutions.

•Participate in product launches to provide key messages, competitive profiling and product content for marketing.

•Influence product documentation and marketing collateral for sales, prospects and customers.

•Participate in key moments of sales processes by demonstrating product features and presenting the product roadmap at executive level

•Provide professional input and product knowledge to internal groups (Sales, Professional Services, Training and Documentation), customers and partners.

Requirements:

• Minimum of 8+ years of professional work experience building or working with buy side InsurTech software solutions

This is a very rare and unique career opportunity, which will play a key role in helping to make our clients global solutions even more successful across EMEA. If you are looking for a company with no bureaucracy, significant investment and in a high growth phase where you can make change happen quickly, you should be connecting with us to discuss this remit in more detail. To make an initial introduction please apply.

This Senior Product Manager will own core aspects of ground breaking SaaS solutions and product roadmaps. They will work closely with internal teams including Sales, Development, marketing and Professional Services, as well as working at Executive level with clients to gather requirements and execute the implementation / development of new functionality going forward.

In this role you will support the Enterprise strategy and strive to deliver an even more global product. You will be an internal and external evangelist for the product set and will impact how competitive Captura's clients solutions remain in the InvesTech markets they serve, to continue beating the competition.

This role is a tremendous opportunity to contribute to the development and rollout of the Middle / Back Office products and requires someone with the strong motivation and desire to work in a fast-paced environment which is innovative and fast growing. The role would benefit from strong product knowledge of either Front, Middle or Back office processing solutions.  Enterprise FinTech Product Management experience working with Investment Management clients is required in order to reduce the ramp up period to being a success in this role.

Responsibilities:

•Determine the direction of solutions and develop the strategic product roadmap for EMEA.

•Gather and prioritize inputs from market analysis, sales demands, and team ideas to ensure that the roadmap matches the market requirements and we are competitive and building the right things at the right time.

•Write detailed functional requirements and specifications and work closely with the development team to design and build the correct solutions – so they can carry out functional testing of developed solutions.

•Participate in product launches to provide key messages, competitive profiling and product content for marketing.

•Influence product documentation and marketing collateral for sales, prospects and customers.

•Participate in key moments of sales processes by demonstrating product features and presenting the product roadmap at executive level

•Provide professional input and product knowledge to internal groups (Sales, Professional Services, Training and Documentation), customers and partners.

Requirements:

• Minimum of 8+ years of professional work experience building or working with buy side InvesTech software solutions

This is a very rare and unique career opportunity, which will play a key role in helping to make our clients global solutions even more successful across EMEA. If you are looking for a company with no bureaucracy, significant investment and in a high growth phase where you can make change happen quickly, you should be connecting with us to discuss this remit in more detail. To make an initial introduction please apply.

Responsibilities:

• 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 USA 

Requirements:

• 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:

• Charles River Development
• FIS (InvestONE)
• Simcorp
• Finastra (Misys – Fusion Invest solution)
• Fidessa LatentZero
• SS&C (Camra, HiPortfolio, APX)
• State Street Global Exchange (SSgX)
• Advent Software (Part of SS&C – Geneva, Axys, Altair, Tradex)
• 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
• 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 of the Asset Management market
• Must have an interest in working for a demanding and entrepreneurial firm that rewards hard-work and recognizes sales contributions
• The firm is looking for talented sales executives who possess both passion and enthusiasm for sales
• Someone with the drive to succeed and 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, order management, enterprise data management, performance attribution, performance measurement, client reporting

Captura Search’s client is a market leader with specialist suite of front to back office solutions including reference data management, integrated portfolio management and fund accounting systems. They’re an extremely successful and award-winning company with global investment institutions and banks as clients. With new clients signing up on a consistent basis they are experiencing a period of phenomenal growth. Their solutions are much stronger than their competitors which has resulted in numerous displacements and RFI’s / RFP’s being won. As a result they are expanding their Implementation consulting team in Boston and other key client locations. Captura Search has already supported this client to make multiple Implementation hires (professionals with experience as SQL development or implementation experts) and we are working in close partnership with their management to add further specialists with similar experience.

These are key client facing hires delivering new client implementations made up of vendor and client resources. Implementation of this new leading-edge technology will of course involve a variety of tasks such as; business analysis, configuration, data process setup, enterprise data management configuration (SQL, Oracle or Sybase experience important), report building and client training etc. You will be the lead / point Consultant for the vendor on key implementation projects, key positions!!!

Desirable Experience:

There are three core elements to finding the right candidate for this position:

• Technical / Software Development background in finance (SQL, Oracle or Sybase DB experience)
• Good knowledge of the financial industry and front to back office workflow
• Client facing is a strength, managing expectations and delivering project promises
• Ideally experience in software development, which is underpinned with knowledge of software / technology and finance. Someone who can bridge the gap between technology and finance

Experience in development work, or implementing the following software systems / consultancies:

• IHS Markit EDM (Cadis)
• AIM Software GAIN
• Bloomberg Polarlake
• VistaOne Solutions (CoreOne formerly known as Netik)
• Eagle Investment Systems - Data Management
• Goldensource
• Asset Control
• NeoXam (SmartCo Datahub), GP3 or Decalog solutions
• CapGemini – iGate Data Management Consultancy
• Accenture Investment Management
• AlphaFMC
• Reformis
• BlackRock Aladdin
• Factset BISAM
• Simcorp
• SS&C
• Eagle Investment Systems
• Temenos Multifonds
• eFront
• State Street Global Exchange (SSgX)
• Charles River Development
• Finastra (Misys – Fusion Invest solution)
• Profidata
• Fidessa LatentZero
• MSCI
• Informatica
• IBM InfoSphere

Naturally you will have:

• Excellent problem-solving skills.
• Good client facing abilities and strong problem solver.
• You must also have excellent interpersonal and client communication skills

This is an exciting time to join one a market leader with an innovative and welcoming team in a great culture. With systems that promise exceptional career challenges and the opportunity to work with Tier 1 finance houses. If you’re a team orientated, personable and well-motivated EDM professional looking for a fresh and exciting career challenge with an international company then please get in touch to have a discreet introductory conversation.

Remuneration – Excellent to attract the best

Experience Levels – 3 to 10 Years +

Thought leadership and a proven FinTech marketing background are going to be key for someone to take on this challenge. We're looking to attract a marketeer who has the knowledge of marketing to facilitate key messages, drive sales pipeline, harness customer loyalty and to articulate a value proposition in highly competitive markets.

The role requires strong capabilities across all facets of marketing, so someone who can think about marketing both globally, and for nuances within local geographic markets. If you are looking to take on a senior and entrepreneurial marketing role with autonomy to create your own marketing vision, then this is the opportunity allowin you to deliver on that……

Key Responsibilities:

This role requires a senior professional who has strong experience of FinTech solution marketing to the buy side and capability to:

• Think creatively when developing marketing strategies for FinTech solutions in the short, medium & longer term,
• Ensure excellence across delivery, working closely in partnership with product management, sales and the rest of the marketing team.

This marketing professional will be accountable for the whole marketing mix across data, analytics and reporting solutions globally ensuring close collaboration with sales, marketing & product management teams. As such it is the responsibility of this role to uphold the vision and values of our client, and to deliver strategic marketing programmes and targeted campaigns that increase awareness and help to deliver revenue in order to meet wider objectives. 

Experience Required:

• FinTech Marketing experience with solutions / services for the asset management industry (E.G. This could be in areas such as Data, Analytics, Reporting, Trade Processing, Risk Management, Enterprise Data Management, Performance Measurement & Attribution, Investment Accounting / Fund Accounting, Custody, Cash Management, Payments etc)
• Thought leadership, with the ability to simplify and articulate complex fintech solutions in a way which audiences can grasp and feel engaged by 
• Someone who culturally is about making it happen, reaching and exceeding goals where others are compelled to raise their game to keep up with you
• An innovator who doesn’t accept the norm because this role is about finding new answers to new marketing questions

If you are keen take on an innovative marketing challenge then we can’t wait to hear from you, apply now!

Keywords:

Marketing, Product Marketing, FinTech Marketing, Marketing Manager, Marketing Director, FinTech, FinTech50, fintech100, fintech20, search and selection, fintech recruitment, financial services technology, executive recruiters, executive recruitment, executive search, executive search firms, talent management, onboarding, succession planning, fintech, transaction processing, electronic trading, e-trading, finance, financial industry, financial, IT recruitment, bank recruitment, recruitment online, recruitment agencies, , fintech companies, fintech startup
 

This career opportunity provides the prospect to work for a well-respected and very successful technology vendor & consultancy, which is expanding their US operation with the appointment of a Project Manager for their investment technology division in New Jersey.  This project role will be handling both the larger and medium level project assignments for investment technology enablement (primarily new system implementations), to ensure successful delivery within the agreed budgets and timescales.  With a growing FinTech company, this is also a great chance to influence and further enhance internal project management processes & procedures to ensure a robust project delivery operation for Tier 1 institutions.

Key Responsibilities :
- Accurately estimate, build, agree, maintain and communicate multi-phase, multi-tier, multi-party project plans with mixed discipline project teams comprised of Internal, Client and other 3rd Party personnel.

-  To provide direction and leadership to the Client project teams, driving and managing projects with medium to high business complexity and significant cultural challenges to a successful completion.
-  To ensure consistency between Client Proposals, Contracts, Project Scope and Project Definition Documents in terms of effort, resources, costs, timescales, deliverables, responsibilities, milestones and payment terms
-  Managing, controlling and monitoring project risks, progress against time and budget.  

Required skills and experience :
-  Must have successful project delivery experience managing enterprise technology / software implementations to time and budget to institutional asset managers, hedge funds or private equity clients.  Doesn’t matter if this experience has been gained with front, middle and/or back office systems, as long as enterprise systems implementation to the buy side (i.e. either portfolio management, fund accounting, performance attribution, Portfolio Order Management, enterprise data management etc).  
-  This project experience will have been gained working for a Management Consultancy such a KPMG, Ernst & Young, Deloitte etc, or a Fintech company such as the likes of FIS, Finastra, Adenza, Smartstream, SS&C (Advent, DST etc), Broadridge Systems, BNY Mellon Data & Analytics, , Temenos, Linedata, Simcorp, State Street (CRD), IHS Markit, Fidessa, Temenos Multifonds, Simcorp, Ridgeline, Clearwater Analytics, Compliance Solutions Strategies, Confluence, Fund Recs, Vitech, AllVue, Enfusion, Backstop Solutions, Citco, Allfunds, Xceptor, BlackRock Solutions (Aladdin)

-  Must have operated with clients at senior project level within financial institutions, whilst able to represent the company and the client diplomatically and effectively.

-  Ability to travel.
-  Professional project management certifications are beneficial but not a pre-requisite (i.e. PMP, PMI, PRINCE 2 etc). 

Excellent opportunity to play a key role with a dynamic and fast-growing soon-to-be leader in investment technology, to widen your investment business and systems project experience, and ensure continued success of implementations with an exceptional portfolio of clients.

Remuneration:  Commensurate with experience.

Keywords:  project manager, project management, project director, program manager, programme manager, implementation manager, management consultancy, consulting, software, technology, financial markets, bank, banking, investment, asset management, fund management, investment management, fund administration, investment banking, project manager.

Captura Search’s client is a market leader with specialist suite of front to back office solutions including reference data management, integrated portfolio management, fund accounting and investment reporting systems. They’re an extremely successful and award-winning company with global investment institutions and banks as clients. With new clients signing up on a consistent basis they are experiencing a period of phenomenal growth. Their solutions are much stronger than their competitors which has resulted in numerous displacements and RFI’s / RFP’s being won. As a result they are expanding their Implementation consulting team in Frankfurt and other key client locations. Captura Search has already supported this client to make multiple Implementation hires (professionals with experience using SQL or implementation / project work) and we are working in close partnership with their management to add further specialists with similar experience.

These are key client facing hires delivering new client implementations made up of vendor and client resources. Implementation of this new leading-edge technology will of course involve a variety of tasks such as; business analysis, configuration, data process setup, enterprise data management or investment accounting configuration (SQL, Oracle or Sybase experience would be beneficial), report building and client training etc. You will be the learing to consultant for the company on implementation projects.

Desirable Experience:

There are three core elements to finding the right candidate for this position:

• Technical / Business background in finance (SQL experience)
• Good knowledge of the financial industry and front to back office workflow
• Client facing is a strength, managing expectations and delivering project promises
• Ideally experience with AQL, which is underpinned with knowledge of software / technology and finance. Someone who can bridge the gap between technology and finance

Experience in development work, or implementing the following software systems / consultancies:

• IHS Markit EDM (Cadis)
• Bloomberg Polarlake
• VistaOne Solutions (CoreOne formerly known as Netik)
• Eagle Investment Systems - Data Management
• Goldensource
• Asset Control
• NeoXam (SmartCo Datahub), GP4 or Decalog solutions
• CapGemini – iGate Data Management Consultancy
• Accenture Investment Management
• AlphaFMC
• Reformis
• BlackRock Aladdin & eFront
• Factset BISAM
• Simcorp (inc AIM Software's GAIN)
• SS&C
• BNY Mellon Data & Analytics (Eagle Investment Systems)
• Temenos Multifonds
• RIMES (Matrix)
• State Street Global Exchange (SSgX) & Charles River Development
• Finastra (Misys – Fusion Invest solution)
• Profidata
• Fidessa LatentZero
• MSCI
• Informatica
• IBM InfoSphere

Naturally you will have:

• Native or Fluent Business German
• Excellent problem-solving skills.
• Good client facing abilities and strong problem solver.
• You must also have excellent interpersonal and client communication skills

This is an exciting time to join one a market leader with an innovative and welcoming team in a great culture. With systems that promise exceptional career challenges and the opportunity to work with Tier 1 finance houses. If you’re a team orientated, personable and well-motivated  professional looking for a fresh and exciting career challenge with an international company then please get in touch to have a discreet introductory conversation.

Remuneration – Excellent to attract the best

Experience Levels – 3 to 10 Years +

#FinTechRecruitment

This is a unique career opportunity, with the opportunity to create and establish ‘best of breed’ customer led initiatives. Reporting directly to the regional COO, you will lead a growing team with responsibility for key client implementation projects. There is an impressive portfolio of clients including market leading global investment managers. You will be given the autonomy to develop and own your “business unit” as a profit centre. This is a highly client focused and challenging opportunity with vast amounts of potential.

Responsibilities will include:

• Line management of the teams responsible for implementation and project management.
• Partnering with regional management to deliver a seamless and collaborative experience for clients
• P&L responsibility for this business unit
• Establishing a dynamic framework in which your team members will operate, leading to world class solutions for clients

Appropriate professionals will bring:

• Experience in a similar Project Management and Implementation leadership for a FinTech vendor focused on investment management, or someone who has led major projects and is now ready to lead a group to deliver success.
• Business and systems knowledge in the Buy Side Fintech domain would be beneficial, with systems providers like:
  • Finastra
  • FIS
  • Simcorp
  • SS&C
  • IHS Markit
  • Linedata
  • NeoXam
  • Avaloq
  • Bloomberg Polarlake
  • Factset
  • Xenomorph
  • Goldensource
  • Alveo
  • Clearwater Analytics
  • Confluence
  • BlackRock Solutions
• This professional must be accustomed to running teams responsible for delivering complex implementation projects to multiple high priority clients who are demanding and have high expectation levels
• A strong client-centric focus and interfacing ability is key in this position, with excellent client management skills
• The capability to put in place proven processes to escalate client priorities accordingly, and so your team has an established and established way of working which leads to client success
• Excited by the opportunity to take on a key role in establishing and growing an operation

This is an outstanding position, with significant growth ahead for our client, and you will be well positioned to strategically play a key part in this. 

#FinTech #Switzerland #Zurich #Career #FinTechRecruitment

Responsibilities:

• Identify, prospect and engage with Asset Management & Hedge Fund prospects that would have a strong need for credible and modern alternative solutions.
• Responsible for identifying and cold-calling (for Tier One, two and three targets) Asset Management & Hedge Fund 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 senior internal and external stakeholders on targeted campaigns to the asset management & hedge fund communities throughout the UK & further afield 

Requirements:

• Able to successfully manage a significant pipeline of sales opportunities with Asset Managers & Hedge Funds
• Must have a proven and successful sales track record with the following / or similar types of FinTech firms:

• Enfusion
• FIS (InvestONE etc)
• Simcorp (Including AIM Software's GAIN)
• Finastra ( Including Misys' Fusion Invest solution)
• Fidessa LatentZero
• SS&C (Eze, Advent Geneva or Axys, Camra, HiPortfolio, APX)
• State Street Global Exchange (SSgX) / Charles River Development
• Temenos Multifonds
• Broadridge Financial Solutions
• Factset's BISAM / Portfolio Analytics
• Rimes
• EZE Software – Tradar
• Confluence (Including CSS, StatPro, Investment Metrics)
• Calypso Technology (Investment Management)
• Objectway (eXimius)
• BNY Mellon's - Milestone Group, Eagle IS, Data & Analytics
• BlackRock's Aladdin 
• S&P's IHS Markit – Asset Management Solutions
• Bloomberg (PORT / AIM)
• Finbourne
• Calastone
• Clearwater Analytics
• Coremont

• Must be able to manage a significant sales pipeline
• Must have a well-developed knowledge of the Asset Management & / or Hedge Funds markets
• Must have an interest in working for a demanding and entrepreneurial firm that rewards hard-work and recognizes sales contributions
• The firm is looking for talented sales executives who possess both passion and enthusiasm for sales
• Someone with the drive to succeed and 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

These are unique career opportunities, with the opportunity to create and establish ‘best of breed’ customer led implementation initiatives, and clear career advancement in the future. Reporting directly to the regional MD, you will lead key client implementation projects. There is an impressive portfolio of clients including market leading global investment managers. This is a highly client focused and challenging opportunity with vast amounts of potential.

Responsibilities will include:

• Be responsible for really interesting implementations & projects with a variety of tier one buy-side clients 
• Partnering with regional management to deliver a seamless and collaborative experiences for clients
• Establishing best-of breed project governance and communicate effectively with clients so their expectations are managed & realistic

Appropriate professionals will bring:

• Experience in a similar Project Management and Implementation roles for either a FinTech vendor, buy-side FinTech consultancy or within a buy side investment management firm implementing enterprise solutions is key 
• Business and systems knowledge in the Buy Side Fintech domain is required, with systems providers like:
  • Enfusion
  • Broadridge Systems
  • DUCO
  • BNY Mellon
  • Finbourne
  • Xceptor
  • HedgeServ
  • Red Deer
  • Coremont
  • InvestCloud
  • Finastra
  • FIS
  • Simcorp
  • SS&C
  • S&P IHS Markit
  • Linedata
  • NeoXam
  • Avaloq
  • Bloomberg Polarlake
  • Factset / BISAM
  • Xenomorph
  • Goldensource
  • Alveo / Asset Control
  • Clearwater Analytics
  • Confluence
  • BlackRock Aladdin Solutions
  • State Street / Charles River Development (CRD)
  • Temenos Multifonds
  • FlexTrade
  • Pacific Fund Systems
  • Davies Group
  • Alpha FMC
• This professional must be accustomed to delivering complex implementation projects to multiple high priority clients who are demanding and have high expectation levels
• A strong client-centric focus and interfacing ability is key in this position, with excellent client management skills
• The capability to put in place proven processes to escalate client priorities accordingly, and a proven established way of working which leads to client success
• Excited by the opportunity to take on a key role in a growing European business

This is an outstanding position, with significant growth ahead for our client, and you will be well positioned to strategically play a key part in this. 

#FinTech #UK #Career #FinTechRecruitment

This is an outstanding opportunity for a senior leader with deep expertise in customer success and a proven track record in fintech, ideally based in New York or Boston.

Role Overview:
Our client is looking for a visionary Head of Customer Success - Americas to lead their customer success function across key financial services platforms. The successful candidate will manage a high-performing team, develop strategic client relationships, and oversee the end-to-end customer lifecycle, from onboarding through to post-sale. This role demands a leader who thrives in a fast-paced, dynamic environment and has a passion for delivering outstanding results for clients in asset management, wealth management, and hedge funds. 💼

Key Responsibilities:

• Lead and develop a high-performing Customer Success team focused on maximizing client retention, satisfaction, and success with financial technology solutions. 📊

• Act as a strategic partner to both clients and internal teams, ensuring the successful implementation and ongoing optimization of the company’s solutions in the front, middle, and back office. 🔧

• Engage with C-suite and senior-level stakeholders at client organizations to drive value and act as a trusted advisor. 🤝

• Own the customer lifecycle, from pre-sale support to post-implementation, ensuring seamless onboarding, training, and continued engagement. 🎯

• Work cross-functionally with Product, Sales, and Engineering teams to provide insights and feedback that will influence product roadmap and enhancements. 🧠

• Identify opportunities for growth and upsell within existing accounts, working closely with the sales team to maximize revenue potential. 💡

• Ensure the customer success team is consistently delivering best-in-class service and achieving key performance metrics. 🏆

Key Requirements:

• Proven experience leading Customer Success or Account Management teams within fintech, with expertise in front, middle, and back office technologies. 💻

• Strong leadership skills, with the ability to inspire, motivate, and develop teams in a fast-paced, high-growth environment. 🔥

• Deep understanding of financial markets, investment management, portfolio management, accounting, and risk management. 📈

• Exceptional communication and relationship-building skills, with the ability to engage and influence senior executives. 🎤

• Experience with industry-leading solutions like Clearwater Analytics, Enfusion, FundGuard, S&P’s EDM Department, Gresham, Charles River Development, Broadridge, Xceptor, SS&C, BNY Mellon Data & Analytics, Sicorp, DUCO, RIMES, Finastra, SIX, Smartstream, and others is highly preferred. 🔍

• Based in New York or Boston (Hybrid), with some travel required to client sites. ✈️

Why This Role?
This is an exciting opportunity to join a fintech leader and shape the future of Customer Success for an organization at the forefront of the industry. Our client is focused on innovation, customer satisfaction, and growth, making this an ideal environment for a senior leader who is passionate about driving excellence and success for clients. 🌍

If you’re ready to take the next step in your career and make an impact in the fintech space, we encourage you to apply. 💼

Job Description:

As the Senior Sales Executive for the USA, you will be responsible for growing the business and increasing its market share. You will develop and execute the sales strategy for the US market, ensure timely closure of deals, and create an infrastructure to deliver revenues. This role reports to the European based CEO.

Position Responsibilities:

• Generating and closing deals
• Identify, contact, qualify and develop of new logo clients and expand existing accounts which are US centric
• Developing and enhancing relationships with key executives at C-level
• Respond to RFI's and RFP's within timescales and delivery requirements
• Working with presales and SME’s as necessary to present in-depth demonstrations
• Design and deliver product demonstrations and presentations
• Develop and promote product benefits and drive awareness amongst the Investment Banking community
• Collaborate with and report to management on the sales pipeline by making full use of the CRM tools available

Experience:

• Consistent track record of sales delivery
• highly competitive, creative and solutions-oriented
• An innovator with the desire to “create something outstanding”
• A proven track record in selling complex GRC solutions and services to the financial sector (Governance, Risk and Compliance) at C-level
• Experience with GRC / Risk Management solutions sales in the following Financial Technology Vendors would be highly beneficial:
  • Wolters Kluwer
  • Corlytics RiskFusion
  • MetricStream
  • Artick
  • APIAX
  • Thomson Reuters
  • IBM OpenPages
  • RSA Archer
  • Nasdaq Bwise
  • Kx Technology
  • Financial Risk Solutions
  • MSCI Riskmetrics
  • MSCI Barra
  • Kompli Global
  • NICE Actimize
  • ComplyAdvantage
  • AxiomSL
  • Eurobase (Siena Regulatory Reporter)
  • BearingPoint (Abacus)
  • Lombard Risk
  • etc
• Excellent understanding of the banking and finance and software licensing, gained in either a client or vendor environment
• Best of breed new business development skills
• Proven talent for making effective cold calls to target prospects
• The proven ability to negotiate and to close deals.
• Understand the complexity of the commercial sales process
• Strong customer focus and excellent verbal, written and presentation skills.
• Strong problem-solving skills and strong drive for results… put your strategy into action!
• Knowledge of Enterprise and Operational Risk, Internal Audit, Compliance and SOX
• You like working in a creative and interesting atmosphere in an international environment where initiative and perseverance is fully expected
• Able to take responsibility for managing your own time in an effective and responsible manner and involve others where necessary
• Flexibility to travel in pursuit of objectives

Keywords: RegTech, FinTech, Regulatory Reporting, GRC, Governance, Risk Management, Compliance, Surveillance, Analytics, MiFID2, MiFIDII, Dodd-Frank, MiFID II, EMIR, AIFMD, ICITS V, MAD II, CSDR, T+2, FATCA, Basel III, CRD IV, HKMA, PRIIPs, T2S,  Solvency II, IFRS, AML, PSD2

The Company

A high-growth, category-leading FinTech serving hedge funds and institutional asset managers. The firm delivers data-rich, mission-critical solutions that improve decision making, streamline operations, and accelerate growth across the investment lifecycle. Backed by strong revenues and a tier-one client base, the business is scaling rapidly in the UK & Ireland.

The Opportunity

This is a senior individual contributor role for a proven new-logo hunter who sells to hedge funds in UK&I. You will own your territory, build executive relationships, run sophisticated cycles from first meeting to signature, and land material, multi-year deals. The role suits someone who thrives on creating pipeline from scratch, partnering closely with product and delivery, and winning complex, multi-stakeholder evaluations.

Ideal Background (one of the following)

1. Investment Tech to Hedge Funds: Successful track record selling OMS/EMS, portfolio accounting, performance/attribution, or enterprise data management solutions to hedge funds in UK&I.

2. Alternative Data to Hedge Funds: Proven wins selling alt-data or data-as-a-service into front-office users (PMs, Analysts, Data Science) at hedge funds; comfortable quantifying signal value and ROI.

3. Capital-Markets Services into Hedge Funds: Experience selling services or technology-enabled solutions from a financial institution or service provider to hedge funds (for example, prime brokerage-adjacent or front/middle/back-office solutions).

What You’ll Do

• Drive net-new revenue across a named hedge fund market in UK&I.

• Prospect, multi-thread, and build executive sponsorship with COOs, CFOs, CTOs, Heads of Data, and PMs.

• Lead rigorous discovery, craft compelling value cases, and run evaluations/POCs to clear technical and commercial diligence.

• Orchestrate the deal from first touch to close, including legal and procurement, with crisp forecasting and control of timelines.

• Partner with marketing, product, and solutions teams to shape messaging, competitive positioning, and win strategy.

• Contribute field feedback on market trends, buying patterns, and competitor moves.

What You’ll Bring

• Proven hunter: Consistent record of meeting or exceeding new-logo quotas selling into hedge funds in UK&I.

• Domain fluency: Ability to engage credibly on trading, risk, data, and operational workflows; comfortable with both business and technical stakeholders.

• Enterprise sales craft: Mastery of complex sales methods (for example, MEDDICC), value-based selling, and executive communication.

• Execution and ownership: High activity, high standards, accurate forecasting, and a bias to close.

• Team player: Works well with pre-sales, delivery, and product to set deals up for long-term success.

Why Join

• Sell a differentiated platform with clear, referenceable outcomes for hedge funds.

• High visibility and material impact as a senior IC in a fast-growing region.

• Collaborative culture, modern tooling, and genuine partnership between sales, product, and delivery.

• Competitive base salary, uncapped commission, and meaningful upside for top performers.

Travel: Primarily London-based with regular on-site client meetings across UK&I.
Right to work: UK work authorisation required.

Responsibilities:

• Identify, prospect, and engage with Investment Banks that would have a strong need for credible and modern Reference Data Management solutions. 
• Alternatively, experience selling reconciliation, settlement or corporate actions solutions would also be considered a good fit as well
• Responsible for identifying and cold-calling (for Tier One & Tier 2 targets) Investment Banking 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 sell side community throughout the UK & Europe 

Requirements:

• Able to successfully manage a significant pipeline of sales opportunities with Investment Banks
• Must have a proven and successful sales track record with the following / or similar types of FinTech firms:

• Goldensource
• Asset Control
• Charles River Development
• FIS Sungard
• AxiomSL
• Smartstream (Reference Data Utility)
• AIM Software (GAIN EDM, GAIN Security Master)
• IHS Markit (EDM / Cadis)
• Xenomorph
• Eagle Investment Systems (Data Management)
• Simcorp
• Finastra (Misys)
• Fidessa
• SS&C Anova, Advent Software (Geneva, Axys, Altair, Tradex), EZE Software
• State Street Global Exchange (SSgX) including Charles River Development
• Temenos Multifonds
• Broadridge Financial Solutions
• BlackRock
• Rimes
• Calypso Technology
• Bloomberg (Polarlake)
• Reformis
• Alpha FMC

• Must be able to manage a significant sales pipeline
• Must have a well-developed knowledge of the Investment Banking market
• Must have an interest in working for a demanding and entrepreneurial firm that rewards hard-work and recognizes sales contributions
• The firm is looking for a talented sales executive who possess both passion and enthusiasm for sales
• Someone with the drive to succeed and 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: FinTech software, sell side, investment banking, data management, reference data management, risk management, corporate actions, pricing data, sales, business development, new business, new logo

Responsibilities:

• 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 USA 

Requirements:

• 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:

• Charles River Development
• FIS (InvestONE)
• Simcorp
• Finastra (Misys – Fusion Invest solution)
• Fidessa LatentZero
• SS&C (Camra, HiPortfolio, APX)
• State Street Global Exchange (SSgX)
• Advent Software (Part of SS&C – Geneva, Axys, Altair, Tradex)
• 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
• 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 of the Asset Management market
• Must have an interest in working for a demanding and entrepreneurial firm that rewards hard-work and recognizes sales contributions
• The firm is looking for talented sales executives who possess both passion and enthusiasm for sales
• Someone with the drive to succeed and 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, order management, enterprise data management, performance attribution, performance measurement, client reporting

Captura Search’s client is a market leader with specialist suite of front to back office solutions including reference data management, integrated portfolio management and fund accounting systems. They’re an extremely successful and award-winning company with global investment institutions and banks as clients. With new clients signing up on a consistent basis they are experiencing a period of phenomenal growth. Their solutions are much stronger than their competitors which has resulted in numerous displacements and RFI’s / RFP’s being won. As a result they are expanding their Implementation consulting team across the USA in Boston, NY and other key client locations. Captura Search has already supported this client to make multiple Implementation hires (professionals with experience as SQL development or implementation experts) and we are working in close partnership with their management to add further specialists with similar experience.

These are key client facing hires delivering new client implementations made up of vendor and client resources. Implementation of this new leading-edge technology will of course involve a variety of tasks such as; business analysis, configuration, data process setup, enterprise data management configuration (SQL, Oracle or Sybase experience important), report building and client training etc. You will be the lead / point Consultant for the vendor on key implementation projects, key positions!!!

Desirable Experience:

There are three core elements to finding the right candidate for this position:

·         Technical / Software Development background in finance (SQL, Oracle or Sybase DB experience)

·         Good knowledge of the financial industry and front to back office workflow

·         Client facing is a strength, managing expectations and delivering project promises

·         Ideally experience in software development, which is underpinned with knowledge of software / technology and finance. Someone who can bridge the gap between technology and finance

Experience in development work, or implementing the following software systems / consultancies:

·         IHS Markit EDM (Cadis)

·         AIM Software GAIN

·         Bloomberg Polarlake

·         VistaOne Solutions (CoreOne formerly known as Netik)

·         Eagle Investment Systems - Data Management

·         Goldensource

·         Asset Control

·         NeoXam (SmartCo Datahub), GP3 or Decalog solutions

·         CapGemini – iGate Data Management Consultancy

·         Accenture Investment Management

·         AlphaFMC

·         Reformis

·         BlackRock Aladdin

·         Factset BISAM

·         Simcorp

·         SS&C

·         Eagle Investment Systems

·         Temenos Multifonds

·         eFront

·         State Street Global Exchange (SSgX)

·         Charles River Development

·         Finastra (Misys – Fusion Invest solution)

·         Profidata

·         Fidessa LatentZero

·         MSCI

·         Informatica

·         IBM InfoSphere

Naturally you will have:

·         Excellent problem-solving skills.

·         Good client facing abilities and strong problem solver.

·         You must also have excellent interpersonal and client communication skills

This is an exciting time to join one a market leader with an innovative and welcoming team in a great culture. With systems that promise exceptional career challenges and the opportunity to work with Tier 1 finance houses. If you’re a team orientated, personable and well-motivated EDM professional looking for a fresh and exciting career challenge with an international company then please get in touch to have a discreet introductory conversation.

Remuneration – Excellent to attract the best

Experience Levels – 3 to 10 Years +

Captura Search’s client is a market leader with specialist suite of front to back office solutions including reference data management, integrated portfolio management and fund accounting systems. They’re an extremely successful and award-winning company with global investment institutions and banks as clients. With new clients signing up on a consistent basis they are experiencing a period of phenomenal growth. Their solutions are much stronger than their competitors which has resulted in numerous displacements and RFI’s / RFP’s being won. As a result they are expanding their Implementation consulting team across the USA in Boston, NY and other key client locations. Captura Search has already supported this client to make multiple Implementation hires (professionals with experience as SQL development or implementation experts) and we are working in close partnership with their management to add further specialists with similar experience.

These are key client facing hires delivering new client implementations made up of vendor and client resources. Implementation of this new leading-edge technology will of course involve a variety of tasks such as; business analysis, configuration, data process setup, enterprise data management configuration (SQL, Oracle or Sybase experience important), report building and client training etc. You will be the lead / point Consultant for the vendor on key implementation projects, key positions!!!

Desirable Experience:

There are three core elements to finding the right candidate for this position:

• Technical / Software Development background in finance (SQL, Oracle or Sybase DB experience)
• Good knowledge of the financial industry and front to back office workflow
• Client facing is a strength, managing expectations and delivering project promises
• Ideally experience in software development, which is underpinned with knowledge of software / technology and finance. Someone who can bridge the gap between technology and finance

Experience in development work, or implementing the following software systems / consultancies:

• IHS Markit EDM (Cadis)
• AIM Software GAIN
• Bloomberg Polarlake
• VistaOne Solutions (CoreOne formerly known as Netik)
• Eagle Investment Systems - Data Management
• Goldensource
• Asset Control
• NeoXam (SmartCo Datahub), GP3 or Decalog solutions
• CapGemini – iGate Data Management Consultancy
• Accenture Investment Management
• AlphaFMC
• Reformis
• BlackRock Aladdin
• Factset BISAM
• Simcorp
• SS&C
• Eagle Investment Systems
• Temenos Multifonds
• eFront
• State Street Global Exchange (SSgX)
• Charles River Development
• Finastra (Misys – Fusion Invest solution)
• Profidata
• Fidessa LatentZero
• MSCI
• Informatica
• IBM InfoSphere

Naturally you will have:

• Excellent problem-solving skills.
• Good client facing abilities and strong problem solver.
• You must also have excellent interpersonal and client communication skills

This is an exciting time to join one a market leader with an innovative and welcoming team in a great culture. With systems that promise exceptional career challenges and the opportunity to work with Tier 1 finance houses. If you’re a team orientated, personable and well-motivated EDM professional looking for a fresh and exciting career challenge with an international company then please get in touch to have a discreet introductory conversation.

Remuneration – Excellent to attract the best

Experience Levels – 3 to 10 Years +

Location: London

Client: Market leading SaaS FinTech provider

​

Description:

Captura Search is retained to conduct this Exclusive search to identify a top 10% candidate for this Sales Director, EMEA role. We're looking for the highest calibre sales player coach for our client. They are an award winning US and London based business seeking an entrepreneurial senior sales manager. 

​

Throughout EMEA. our client has already established an impressive Tier 1 and Tier 2 marquee client list. This footprint has been gained mainly through our client selling remotely from their NY HQ, and their Chicago and Boston offices as well. In the USA Captura's client is established as 'the' leading specialist software provider for their front, middle and back office systems for the financial markets. 

Their clients include an impressive array of financial institutions globally (Asset Managers, Hedge Funds, Custodians, Private Banks, Wealth Managers, Insurance and Corporates). They knock the competition aside when competing at RFP stage, and are frequently displacing their competitors older legacy systems because their solutions are streets ahead. Due to the significant growth prospects across EMEA our client is investing heavily by adding this Sales Director in EMEA (and other hires for the region). You'll join a London office comprising of client services, account management and inside sales professionals. Therefore, you will have a small to team manage from the start, but, we are not looking for a sales manager to adminstrate, we are looking for an aggressive sales hunter with a proven track record of selling to and signing new logo clients.... not a sales farmer used to upselling.

​

Our client has a stellar management team supported by a board with proven expertise in steering Financial Technology firms to realise their potential. You will be selling a suite of industry leading high quality solutions, have the autonomy to develop/implement your own sales strategy, and ensure local market requirements / enhancements are fed back into the product development group to further enhance the products to meet EMEA market needs. This is a key strategic hire 

​

Appropriate senior sales professionals will bring:

• A proven new logo sales track record in sales...

• ...Experience in one of the following areas would be preferred:

  • FINTECH VENDOR: Selling FinTech SaaS solutions is preferred (Examples: Temenos / Odyssey, State Street Global Exchange (Princeton Financial Systems). Broadridge Systems, Eagle Investment Systems, SS&C, SS&C Advent Software, Thomson Reuters Beta, Linedata ICON, Objectway Financial's eXimius, FIS Sungard Asset Management, Simcorp, Factset's Bi-SAM, StatPro, IHS MarkIT (FRTB, Risk Analytics, MarkitServ, Cadis / EDM, Thinkfolio etc), Bloomberg (AIM, Polarlake), MSCI, Milestone Group, DTCC Omgeo, Misys FusionInvest, Ansarada, Intralinks, Merrill DataSite, Ipreo, BlackRock's eFront, Dion Global Solutions, Multifonds, SS&C's EZE Software Tradar and others.

  • SELL SIDE: A sales professional with a C-Level network who has an outstanding track record in selling. Perhaps you're looking to make the leap in to a FinTech, or someone with experience selling technology and services from within the sell side

  • BUY SIDE: A sales professional with a C-Level network who has an outstanding track record in selling. Perhaps you're looking to make the leap in to a FinTech, or someone with experience selling technology and services from within the buy side

•  

• The ability to articulate and sell a business benefit proposition clearly, with gravitas, commanding respect

• Devise and drive a commercial strategy and execution plan to drive adoption amongst prospects (including Asset Managers and Insurance firms)

• Strong sales process management skills, and entrepreneurial in outlook as you'll play a key role in helping expand the business in the EMEA region.

• Experience of successfully creating, nurturing and closing consultative sales deals by navigating the sales process strategically

​

This is a key moment for Captura's client. You would be joining a highly profitable business at an exciting time. Their peerless suite of products and services are supported by an exceptional team. 

Remuneration:

As you would expect with this level of opportunity there will be a high level remuneration package to reward sales KPI / Target achievement and delivering MBO's as well. You'll be joining an award winning firm in its field with a global presence, and with strong product and operational commitment to the region.

​

How can you find out more?

To arrange a confidential discussion click apply and your message will be sent directly to the Senior Consultant leading this search. We look forward to hearing from you.

Captura Search has been engageed by a fast-growing, analytics-led investment-technology firm to find their next Client Relationship Manager – Portfolio Analytics. If you’re an investment-consulting specialist who lives and breathes platforms such as Confluence (Investment Metrics) PARis, MSCI InvestorForce, or similar, we need to talk.

Why our client needs you

• They’re scaling a best-in-class performance & risk SaaS used by Investment Consultancies nationwide.

• They want a trusted advisor who can translate complex Portfolio Analytics into powerful client narratives, and spot upsell/expansion opportunities.

• The role is 100 % remote within U.S. time zones and reports directly to the Head of Client Success.

What you’ll do

• Own strategic relationships (circa 40, worth north of $10m): Liaising with client stakeholders at management level - at major tier one firms!

• Bridge product & market: funnel client feedback to product, engineering and sales.

• Grow accounts: expand adoption and drive retention through consultative partnership.

You’ll likely come from

• Investment consulting giants (Mercer, Aon Investments, Willis Towers Watson, Callan, NEPC, Meketa, RVK) where you will have used tools like PARis / InvestmentMetrics or InvestorForce

• Analytics & fintech vendors (Confluence PARis, MSCI InvestorForce, FactSet, eVestment, Style Analytics).

• 5+ years delivering investment consultancy, financial advisory or OCIO advisory to U.S. Investment Consultancies

Must-have toolkit

• Mastery of PARis / InvestorForce (or comparable portfolio-analytics suites).

• Fluency in portfolio analytics and multi-asset reporting.

• Proven track record of consultative client-partner growth in the institutional space.

🌟 Interested—or know someone who’d shine?
Message us directly or submit you résumé to be considered for a confidential conversation. Referrals welcome!

#CapturaSearch #ExecutiveSearch #InvestmentConsulting #PortfolioAnalytics #PerformanceAttribution #FinTechCareers #RemoteJobs #PARis #InvestorForce #MSCI #Mercer #Aon #WTW #OCIO #PensionFunds #AssetOwners #Hiring

Company Snapshot

Captura Search's client are the #1, award-winning FinTech vendor in our market segment, providing mission-critical data and workflow solutions to global asset managers, hedge funds, and institutional investors. Backed by Tier-1 investors and posting 25 % year-over-year growth every year for the past five years, they pair start-up agility with enterprise-grade stability. The New York hub is home to a high-performing commercial team that punches well above its weight—and they’re ready for the next growth inflection.

The Role – Why We Need You

We’re seeking a player-coach Sales Director who can personally win net-new logos while elevating a small, motivated team (currently 3 AEs) to elite status. You’ll have the autonomy to refine process, test new plays, and shape strategy—backed by a CRO who trusts your judgment and removes roadblocks instead of creating them.

What You’ll Tackle

About You

• Hunter DNA: 5-10 years closing new-business in FinTech, SaaS, or market-data solutions sold to asset managers, hedge funds, or other buy-side firms.

• Player-Coach Cred: Proven ability to mentor or directly manage a small sales squad while still carrying your own bag.

• Enterprise Sales Athlete: Comfortable running $500 K-$5 M ARR cycles, navigating legal/InfoSec, and mapping complex stakeholder webs.

• Process-Driven & Curious: You iterate, A/B test, and back decisions with data—yet you know when judgment beats spreadsheets.

• Networked: Existing senior-level relationships across the buy-side are a distinct advantage.

Why Join Us

• Market Leader: Multiple industry awards for innovation, client satisfaction, and ROI.

• Growth Trajectory: Double-digit YoY growth, PE-backed runway, and “next-stage” expansion into Europe & APAC.

• Executive Trust: Direct access to a CRO who champions entrepreneurial thinking—no micromanagement.

• Comp & Upside: Competitive base, uncapped commission (accelerators from 100%+ of quota)

• Culture: Agile, transparent, and meritocratic. We celebrate wins, learn fast from losses, and keep ego out of the room.

Ready to Level Up?

If you thrive on winning new logos, love coaching others to do the same, and want to own your impact inside a rocket-fuel FinTech, our client would love to meet you.

Captura Search is partnering with an innovative and rapidly growing fintech company, trusted by leading global investment firms to transform front, middle, and back office operations. We are seeking a Head of Customer Success - Americas to drive exceptional client experiences, ensuring seamless integration and ongoing success across a suite of cutting-edge financial solutions. 🚀

This is an outstanding opportunity for a senior leader with deep expertise in customer success and a proven track record in fintech, ideally based in New York or Boston.

Role Overview:
Our client is looking for a visionary Head of Customer Success - Americas to lead their customer success function across key financial services platforms. The successful candidate will manage a high-performing team, develop strategic client relationships, and oversee the end-to-end customer lifecycle, from onboarding through to post-sale. This role demands a leader who thrives in a fast-paced, dynamic environment and has a passion for delivering outstanding results for clients in asset management, wealth management, and hedge funds. 💼

Key Responsibilities:

• Lead and develop a high-performing Customer Success team focused on maximizing client retention, satisfaction, and success with financial technology solutions. 📊

• Act as a strategic partner to both clients and internal teams, ensuring the successful implementation and ongoing optimization of the company’s solutions in the front, middle, and back office. 🔧

• Engage with C-suite and senior-level stakeholders at client organizations to drive value and act as a trusted advisor. 🤝

• Own the customer lifecycle, from pre-sale support to post-implementation, ensuring seamless onboarding, training, and continued engagement. 🎯

• Work cross-functionally with Product, Sales, and Engineering teams to provide insights and feedback that will influence product roadmap and enhancements. 🧠

• Identify opportunities for growth and upsell within existing accounts, working closely with the sales team to maximize revenue potential. 💡

• Ensure the customer success team is consistently delivering best-in-class service and achieving key performance metrics. 🏆

Key Requirements:

• Proven experience leading Customer Success or Account Management teams within fintech, with expertise in front, middle, and back office technologies. 💻

• Strong leadership skills, with the ability to inspire, motivate, and develop teams in a fast-paced, high-growth environment. 🔥

• Deep understanding of financial markets, investment management, portfolio management, accounting, and risk management. 📈

• Exceptional communication and relationship-building skills, with the ability to engage and influence senior executives. 🎤

• Experience with industry-leading solutions like Clearwater Analytics, Enfusion, FundGuard, S&P’s EDM Department, Gresham, Charles River Development, Broadridge, Xceptor, SS&C, BNY Mellon Data & Analytics, Sicorp, DUCO, RIMES, Finastra, SIX, Smartstream, and others is highly preferred. 🔍

• Based in New York or Boston (or open to relocation), with some travel required to client sites. ✈️

Why This Role?
This is an exciting opportunity to join a fintech leader and shape the future of Customer Success for an organization at the forefront of the industry. Our client is focused on innovation, customer satisfaction, and growth, making this an ideal environment for a senior leader who is passionate about driving excellence and success for clients. 🌍

If you’re ready to take the next step in your career and make an impact in the fintech space, we encourage you to apply. 💼

Are you a dynamic, results-driven senior sales executive with a proven track record of selling to top-tier banks and financial institutions? Do you thrive in fast-paced, innovative environments? If so, we want you to join our client’s cutting-edge team and make a significant impact in the world of AI solutions for the financial sector!

About the Role:

We are seeking an exceptional Senior Sales Executive to drive the growth of a rapidly expanding AI Banking solutions provider. This is a fantastic opportunity to take ownership of high-profile sales targets, build strong relationships with key decision-makers, and close deals that shape the future of finance.

You will be responsible for developing and executing strategic sales plans to engage with top-tier banks, neo banks, and fintech companies across the UK.

Key Responsibilities:

• Lead sales initiatives for our advanced AI solutions within the banking and financial services sectors.
• Identify and engage with C-level executives and decision-makers at leading UK high street banks (e.g., Barclays, HSBC, Lloyds Banking Group, NatWest Group, Santander UK) or / and Neo banks (e.g., Revolut, Monzo, Starling Bank, N26, Tide).
• Develop and nurture relationships with key stakeholders across both established institutions and rapidly growing fintech companies.
• Collaborate with internal teams to craft tailored solutions that address client needs and provide measurable ROI.
• Manage the entire sales cycle from lead generation to closing, ensuring successful implementation and client satisfaction.
• Continuously monitor market trends, competitors, and customer feedback to stay ahead of the curve.

What We’re Looking For:

• Proven Sales Experience: At least 5+ years in sales, ideally within Consumer Banking (Neo or traditional) the AI, tech, or financial services sectors.
• Proven Track Record: You MUST HAVE demonstrated success selling to C Level decision makers at major UK high street banks, including Barclays, HSBC, Lloyds Banking Group, NatWest Group, and Santander UK, or neo banks like Revolut, Monzo, Starling Bank, N26, and Tide.
• Deep Financial Services Knowledge: Strong understanding of the challenges, needs, and opportunities within traditional banking and fintech.
• Strategic Mindset: Ability to identify new business opportunities, build strong relationships, and close complex sales.
• Excellent Communication Skills: Confident and persuasive communicator with the ability to engage with senior stakeholders.
• Results-Driven: Strong focus on targets, KPIs, and consistently achieving sales goals.
• Self-Starter: Ability to work autonomously in a remote or hybrid environment with minimal supervision.

Why Join Us?

• Flexible Working: The role is available as remote or hybrid, offering flexibility to work in the way that best suits you.
• Incredible Growth Opportunity: Join a leading AI company at the forefront of the fintech revolution.
• Lucrative Earnings: A highly competitive base salary combined with an attractive commission structure, equity and benefits package.
• Innovative and Collaborative Culture: Work in a fast-paced, innovative environment with a passionate team that values creativity and teamwork.

If you have a strong sales background and the drive to succeed, this could be the next step in your career. Don’t miss out on this amazing opportunity to join a rapidly growing company in the heart of the AI revolution within financial services.

Are you ready to join a fast-scaling, multi award-winning InsurTech that’s making waves in the insurance industry? Captura Search is proud to be the exclusive partner on this high-priority Senior Sales Executive role, offering you the chance to significantly impact the growth of a cutting-edge AI-driven technology provider.

Why This Role?

• 🚀 High-Growth Environment: Be part of a team that’s expanding at lightning speed, continuously innovating to stay ahead in the InsurTech space.
• 🏆 Market-Leading Technology: Help deliver AI-enabled risk assessment solutions that are transforming the insurance industry.
• 🤝 Exclusive Representation: This opportunity is secured exclusively by Captura Search, giving you a direct path to stand out in the hiring process.

What You’ll Do 💼

• Hunt & Grow: Identify and engage new business prospects in the US market, focusing on P&C or L&H insurance.
• Build Relationships: Forge strong connections with key decision-makers (Directors and C-Suite), showcasing real value and forging trust.
• Own the Sales Cycle: Drive all stages of the sale, from prospecting to closing and beyond, meticulously recording all activity in Salesforce.com.
• Collaborate Cross-Functionally: Coordinate with marketing, product, and leadership to deliver seamless customer experiences.
• Travel & Network: Represent the company at webinars, trade shows, conferences, and executive dinners
• Exceed Targets: Meet and surpass quarterly and annual quotas through strategic pipeline management.

Who You Are 🧩

• Experienced Seller: You bring 5 to 10 years of InsurTech sales epxerience, ideally within P&C or L&H insurance.
• Tier 1 Profile: If you've successfully sold data, analytics or a similar solution, where you understand the flow of data within insurance firms you'll be a very strong fit!
• Negotiation Pro: Strong presentation, closing, and relationship-building skills with Directors and C-Suite.
• Self-Starter: You thrive in a fast-paced environment and have a natural drive to chase down new opportunities.
• Location Savvy: US based with flexibility for hybrid/remote.

Benefits & Rewards 🎁

• Competitive Compensation: Base salary up to $200k (DOE), uncapped commissions, plus stock options.
• Flexible Work Arrangements: Enjoy remote/hybrid options
• Unlimited PTO: Recharge whenever you need—no limits.
• Health & Wellness Coverage: Comprehensive plans to keep you and your loved ones covered.
• Collaborative Culture: Join a diverse team that values trust, transparency, and innovation.

Why Join This InsurTech? 🌐

Our client’s AI-powered solutions are reshaping how insurers assess and manage risk—faster and smarter. You’ll join a global team united by a commitment to service, diversity, and innovation. If you love tackling challenges head-on, you’ll thrive in this environment that celebrates curiosity, collaboration, and personal growth.

Ready to Make Your Mark? ✨
Don’t miss the chance to catapult your sales career with an industry disruptor. Apply now, as the exclusive search partner, we’ll fast-track your application and ensure you stand out among the competition.

Take the leap into a dynamic, award-winning team—apply today!

• Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails.
• Manage the performance and development of a team of Inside Sales representatives.
• Achieve quarterly team and personal quota of qualified sales opportunities.
• Collaborate with the Marketing in the organization of events, webinars and other lead generation activities.
• Understand customer or prospect needs and requirements.
• Research accounts, identify key players and generate interest.
• Maintain and expand the database of prospects within your assigned territory.
• Educate prospects and customers about services and SaaS solutions.
• Promptly manage enquiries from the marketing or campaigns company website.
• Guide qualified tier one opportunities to the appropriate sales executives for further development and closure.
• Provide timely and accurate reports concerning activities, calls, lead pipeline and generated sales opportunities.

Requirements

• Knowledge of SaaS solutions and services is key
• A minimum of three to four years’ experience working in a corporate B2B environment.
• A minimum of two years’ experience successfully managing an SDR team to target.
• Excellent verbal and written communications skills.
• Strong listening and presentation skills.
• Good research, analytical and problem-solving skills.
• Self-motivated, focused, driven to achieve goals with strong objection handling abilities.
• Good knowledge of Microsoft suite (in particular Excel).

What can they offer you?

Captura Search’s client is an outstanding company, with a lot of attention for personal development and will offer you:

• Excellent salary, commission, and good terms of employment
• Take to market one of the world’s leading brands in their field that you can sell to the finest corporates in the world
• A challenging and dynamic surrounding with a lot of space to develop within a fast growing, entrepreneurial and successful organisation
• Knowledgeable and motivated colleagues presenting a great learning experience
• While working you’ll acquire valuable skills, gain access to a vast and diverse network of talented professionals, and enjoy training and educational opportunities

Captura Search’s client has customers who rely on them to solve their most complex data orientated challenges. They help those customers to reduce risks and create opportunities globally. They’re very adaptable, curious and motivated to keep growing. That’s why in one of four new sales positions, you’ll have the freedom to drive revenues and earn the rewards through your efforts, the trust to find your own way, and the autonomy to explore more.

Sales Executive – SaaS Solutions

You will be responsible for creating long-term profitable relationships through adding to their  portfolio of customers and prospects within your assigned territory. The objective of the role is a all about winning net new target customers from within your territory. There are already some major client references banked, for you to use as proven reference points.

Main Responsibilities:

• To actively and professionally manage the entire sales cycle from lead generation and lead management to prospecting, setting appointments, preparing proposals and presentations, negotiating and closing
• To effectively meet (and exceed) sales targets as set by the Head of Sales
• To actively seek out new business opportunities within your territory
• To self-build, manage and maintain a pipeline of opportunities that is large enough to ensure achievement of quota and to ensure that all pipeline activity is accurately documented in the CRM system. A pipeline valued of 3 time’s annual quota is desirable
• To provide timely response and exceptional levels of service to all customer enquiries
• To thoroughly research and understand customer and prospects’ goals and objectives, overall business requirements, and to advise them on how their SaaS Solutions can help them achieve key objectives
• To out manoeuvre their market competition by having a deeper level of Insight and Knowledge across multiple stakeholders in the prospects organisation
• To create professional proposals, presentations, quotations, and other documentation, in line with relevant department procedures
• To respond to tenders, RFIs, RFPS and other requests for information in a timely and organised manner, and by utilising key team members with specialist knowledge

 Qualifications and Experience:

• Demonstrable experience selling SaaS or Cloud solutions into the corporate markets.
• Strong network in place to call upon in order to open doors within or facilitate introductions in the corporate Sector
• Demonstrable field sales and solution selling experience is required
• Knowledge of selling to corporate prospects where consensus decision making is the norm
• Experience working with larger corporate customers is desirable
• Strong organizational, time management, interpersonal and forecasting skills
• Understanding of professional research process and have the ability to quickly develop an in depth understanding of SaaS Solutions and services, and how they apply to the customers’ needs
• Demonstrate outstanding networking capabilities and exhibit a professional demeanour and business maturity
• Strong Customer Service, relationship development and customer satisfaction skills
• Strong ability to promptly manage and respond to numerous tasks, initiatives and to manage sales campaigns to completion while maintaining attention to the detail

Captura’s client is a high growth company, with great people, best-in-class solutions, market leading service teams, a culture of innovation and collaboration, and superb career prospects.

Dusseldorf, Germany, Switzerland, Austria 

Captura Search’s client has customers who rely on them to solve their most complex data orientated challenges. They help those customers to reduce risks and create opportunities globally. They’re very adaptable, curious and motivated to keep growing. That’s why in one of four new sales positions, you’ll have the freedom to drive revenues and earn the rewards through your efforts, the trust to find your own way, and the autonomy to explore more.

Sales Executive – SaaS Solutions

You will be responsible for creating long-term profitable relationships through adding to their  portfolio of customers and prospects within your assigned territory. The objective of the role is a all about winning net new target customers from within your territory. There are already some major client references banked, for you to use as proven reference points.

Main Responsibilities:

• To actively and professionally manage the entire sales cycle from lead generation and lead management to prospecting, setting appointments, preparing proposals and presentations, negotiating and closing
• To effectively meet (and exceed) sales targets as set by the Head of Sales
• To actively seek out new business opportunities within your territory
• To self-build, manage and maintain a pipeline of opportunities that is large enough to ensure achievement of quota and to ensure that all pipeline activity is accurately documented in the CRM system. A pipeline valued of 3 time’s annual quota is desirable
• To provide timely response and exceptional levels of service to all customer enquiries
• To thoroughly research and understand customer and prospects’ goals and objectives, overall business requirements, and to advise them on how their SaaS Solutions can help them achieve key objectives
• To out manoeuvre their market competition by having a deeper level of Insight and Knowledge across multiple stakeholders in the prospects organisation
• To create professional proposals, presentations, quotations, and other documentation, in line with relevant department procedures
• To respond to tenders, RFIs, RFPS and other requests for information in a timely and organised manner, and by utilising key team members with specialist knowledge

Qualifications and Experience:

• Demonstrable experience selling SaaS or Cloud solutions into the corporate markets.
• Strong network in place to call upon in order to open doors within or facilitate introductions in the corporate Sector
• Demonstrable field sales and solution selling experience is required
• Knowledge of selling to corporate prospects where consensus decision making is the norm
• Experience working with larger corporate customers is desirable
• Strong organizational, time management, interpersonal and forecasting skills
• Understanding of professional research process and have the ability to quickly develop an in depth understanding of SaaS Solutions and services, and how they apply to the customers’ needs
• Demonstrate outstanding networking capabilities and exhibit a professional demeanour and business maturity
• Strong Customer Service, relationship development and customer satisfaction skills
• Strong ability to promptly manage and respond to numerous tasks, initiatives and to manage sales campaigns to completion while maintaining attention to the detail

Captura’s client is a high growth company, with great people, best-in-class solutions, market leading service teams, a culture of innovation and collaboration, and superb career prospects.

United Kingdom, Ireland

Captura Search’s client has customers who rely on them to solve their most complex data orientated challenges. They help those customers to reduce risks and create opportunities globally. They’re very adaptable, curious and motivated to keep growing. That’s why in one of four new sales positions, you’ll have the freedom to drive revenues and earn the rewards through your efforts, the trust to find your own way, and the autonomy to explore more.

Sales Executive – SaaS Solutions

You will be responsible for creating long-term profitable relationships through adding to their  portfolio of customers and prospects within your assigned territory. The objective of the role is a all about winning net new target customers from within your territory. There are already some major client references banked, for you to use as proven reference points.

Main Responsibilities:

• To actively and professionally manage the entire sales cycle from lead generation and lead management to prospecting, setting appointments, preparing proposals and presentations, negotiating and closing
• To effectively meet (and exceed) sales targets as set by the Head of Sales
• To actively seek out new business opportunities within your territory
• To self-build, manage and maintain a pipeline of opportunities that is large enough to ensure achievement of quota and to ensure that all pipeline activity is accurately documented in the CRM system. A pipeline valued of 3 time’s annual quota is desirable
• To provide timely response and exceptional levels of service to all customer enquiries
• To thoroughly research and understand customer and prospects’ goals and objectives, overall business requirements, and to advise them on how their SaaS Solutions can help them achieve key objectives
• To out manoeuvre their market competition by having a deeper level of Insight and Knowledge across multiple stakeholders in the prospects organisation
• To create professional proposals, presentations, quotations, and other documentation, in line with relevant department procedures
• To respond to tenders, RFIs, RFPS and other requests for information in a timely and organised manner, and by utilising key team members with specialist knowledge

 Qualifications and Experience:

• Demonstrable experience selling SaaS or Cloud solutions into the corporate markets.
• Strong network in place to call upon in order to open doors within or facilitate introductions in the corporate Sector
• Demonstrable field sales and solution selling experience is required
• Knowledge of selling to corporate prospects where consensus decision making is the norm
• Experience working with larger corporate customers is desirable
• Strong organizational, time management, interpersonal and forecasting skills
• Understanding of professional research process and have the ability to quickly develop an in depth understanding of SaaS Solutions and services, and how they apply to the customers’ needs
• Demonstrate outstanding networking capabilities and exhibit a professional demeanour and business maturity
• Strong Customer Service, relationship development and customer satisfaction skills
• Strong ability to promptly manage and respond to numerous tasks, initiatives and to manage sales campaigns to completion while maintaining attention to the detail

Captura’s client is a high growth company, with great people, best-in-class solutions, market leading service teams, a culture of innovation and collaboration, and superb career prospects.

Nordic, Sweden, Finland, Denmark, Iceland

Captura Search’s client has customers who rely on them to solve their most complex data orientated challenges. They help those customers to reduce risks and create opportunities globally. They’re very adaptable, curious and motivated to keep growing. That’s why in one of four new sales positions, you’ll have the freedom to drive revenues and earn the rewards through your efforts, the trust to find your own way, and the autonomy to explore more.

Sales Executive – SaaS Solutions

You will be responsible for creating long-term profitable relationships through adding to their  portfolio of customers and prospects within your assigned territory. The objective of the role is a all about winning net new target customers from within your territory. There are already some major client references banked, for you to use as proven reference points.

Main Responsibilities:

• To actively and professionally manage the entire sales cycle from lead generation and lead management to prospecting, setting appointments, preparing proposals and presentations, negotiating and closing
• To effectively meet (and exceed) sales targets as set by the Head of Sales
• To actively seek out new business opportunities within your territory
• To self-build, manage and maintain a pipeline of opportunities that is large enough to ensure achievement of quota and to ensure that all pipeline activity is accurately documented in the CRM system. A pipeline valued of 3 time’s annual quota is desirable
• To provide timely response and exceptional levels of service to all customer enquiries
• To thoroughly research and understand customer and prospects’ goals and objectives, overall business requirements, and to advise them on how their SaaS Solutions can help them achieve key objectives
• To out manoeuvre their market competition by having a deeper level of Insight and Knowledge across multiple stakeholders in the prospects organisation
• To create professional proposals, presentations, quotations, and other documentation, in line with relevant department procedures
• To respond to tenders, RFIs, RFPS and other requests for information in a timely and organised manner, and by utilising key team members with specialist knowledge

 Qualifications and Experience:

• Demonstrable experience selling SaaS or Cloud solutions into the corporate markets.
• Strong network in place to call upon in order to open doors within or facilitate introductions in the corporate Sector
• Demonstrable field sales and solution selling experience is required
• Knowledge of selling to corporate prospects where consensus decision making is the norm
• Experience working with larger corporate customers is desirable
• Strong organizational, time management, interpersonal and forecasting skills
• Understanding of professional research process and have the ability to quickly develop an in depth understanding of SaaS Solutions and services, and how they apply to the customers’ needs
• Demonstrate outstanding networking capabilities and exhibit a professional demeanour and business maturity
• Strong Customer Service, relationship development and customer satisfaction skills
• Strong ability to promptly manage and respond to numerous tasks, initiatives and to manage sales campaigns to completion while maintaining attention to the detail

Captura’s client is a high growth company, with great people, best-in-class solutions, market leading service teams, a culture of innovation and collaboration, and superb career prospects.

Paris, France, Luxembourg, Belgium

Captura Search’s client has customers who rely on them to solve their most complex data orientated challenges. They help those customers to reduce risks and create opportunities globally. They’re very adaptable, curious and motivated to keep growing. That’s why in one of four new sales positions, you’ll have the freedom to drive revenues and earn the rewards through your efforts, the trust to find your own way, and the autonomy to explore more.

Sales Executive – SaaS Solutions

You will be responsible for creating long-term profitable relationships through adding to their  portfolio of customers and prospects within your assigned territory. The objective of the role is a all about winning net new target customers from within your territory. There are already some major client references banked, for you to use as proven reference points.

Main Responsibilities:

• To actively and professionally manage the entire sales cycle from lead generation and lead management to prospecting, setting appointments, preparing proposals and presentations, negotiating and closing
• To effectively meet (and exceed) sales targets as set by the Head of Sales
• To actively seek out new business opportunities within your territory
• To self-build, manage and maintain a pipeline of opportunities that is large enough to ensure achievement of quota and to ensure that all pipeline activity is accurately documented in the CRM system. A pipeline valued of 3 time’s annual quota is desirable
• To provide timely response and exceptional levels of service to all customer enquiries
• To thoroughly research and understand customer and prospects’ goals and objectives, overall business requirements, and to advise them on how their SaaS Solutions can help them achieve key objectives
• To out manoeuvre their market competition by having a deeper level of Insight and Knowledge across multiple stakeholders in the prospects organisation
• To create professional proposals, presentations, quotations, and other documentation, in line with relevant department procedures
• To respond to tenders, RFIs, RFPS and other requests for information in a timely and organised manner, and by utilising key team members with specialist knowledge

 Qualifications and Experience:

• Demonstrable experience selling SaaS or Cloud solutions into the corporate markets.
• Strong network in place to call upon in order to open doors within or facilitate introductions in the corporate Sector
• Demonstrable field sales and solution selling experience is required
• Knowledge of selling to corporate prospects where consensus decision making is the norm
• Experience working with larger corporate customers is desirable
• Strong organizational, time management, interpersonal and forecasting skills
• Understanding of professional research process and have the ability to quickly develop an in depth understanding of SaaS Solutions and services, and how they apply to the customers’ needs
• Demonstrate outstanding networking capabilities and exhibit a professional demeanour and business maturity
• Strong Customer Service, relationship development and customer satisfaction skills
• Strong ability to promptly manage and respond to numerous tasks, initiatives and to manage sales campaigns to completion while maintaining attention to the detail

Captura’s client is a high growth company, with great people, best-in-class solutions, market leading service teams, a culture of innovation and collaboration, and superb career prospects.

Dusseldorf, Germany, Switzerland, Austria 

Job Description:

You will be responsible for growing the business with new prospects and increasing its market share. You will develop and execute the sales strategy for theses markets, ensure timely closure of deals, and create an infrastructure to deliver revenues. This role reports to the Paris based Head of Sales.

Position Responsibilities:

• Generating and closing deals
• Identify, contact, qualify and develop of new logo clients and expand existing accounts which are US centric
• Developing and enhancing relationships with key executives at C-level
• Respond to RFI's and RFP's within timescales and delivery requirements
• Working with presales and SME’s as necessary to present in-depth demonstrations
• Design and deliver product demonstrations and presentations
• Develop and promote product benefits and drive awareness amongst the Investment Management community
• Collaborate with and report to management on the sales pipeline by making full use of the CRM tools available

Experience:

• Native / Business Fluent French
• Consistent track record of sales delivery
• highly competitive, creative and solutions-oriented
• An innovator with the desire to “create something outstanding”
• A proven track record in selling enterprise solutions and services to the Asset Management community at C-level
• Experience with Management solutions sales would be highly beneficial, but having sold to the buy side is most important, so closing longer sales cycles with bigger tickets!
• Excellent understanding of buy side finance and software licensing, gained in either a client or vendor environment
• Best of breed new business development skills
• Proven talent for making effective cold calls to target prospects
• The proven ability to negotiate and to close deals.
• Understand the complexity of the commercial sales process
• Strong customer focus and excellent verbal, written and presentation skills.
• Strong problem-solving skills and strong drive for results… put your strategy into action!
• You like working in a creative and interesting atmosphere in an international environment where initiative and perseverance is fully expected
• Able to take responsibility for managing your own time in an effective and responsible manner and involve others where necessary
• Flexibility to travel in pursuit of objectives

Keywords: RegTech, FinTech, Regulatory Reporting, GRC, Governance, Risk Management, Compliance, Surveillance, Analytics, MiFID2, MiFIDII, Dodd-Frank, MiFID II, EMIR, AIFMD, ICITS V, MAD II, CSDR, T+2, FATCA, Basel III, CRD IV, HKMA, PRIIPs, T2S,  Solvency II, IFRS, AML, PSD2

• State Street GX / Charles River Development
• FIS (InvestONE)
• Simcorp
• Finastra (Misys – Fusion Invest solution)
• Fidessa LatentZero
• SS&C (Camra, HiPortfolio, APX)
• State Street Global Exchange (SSgX / Charles River Development)
• SS&C (Advent – Geneva, Axys, Altair, Tradex / EZE Software – Tradar)
• Temenos Multifonds
• Eagle Investment Systems
• Broadridge Financial Solutions
• BlackRock (Aladdin Solutions / eFront)
• Factset BISAM / Portfolio Analytics
• Rimes
• Confluence / StatPro
• Calypso Technology (Investment Management)
• Objectway (eXimius)
• Tora (Prism)
• Milestone Group
• IHS Markit – Asset Management Solutions
• Simcorp / AIM Software (GAIN)
• Bloomberg (PORT / AIM / Polarlake)
• Profidata
• Profile Software
• MSCI Barra

This is a unique career opportunity, with the opportunity to create and establish ‘best of breed’ customer led initiatives. Reporting directly to the regional COO, you will lead a small, but growing team with responsibility for key client deliverables. There is an impressive portfolio of clients including market leading global insurance and investment managers. You will be given the autonomy to develop and own your “business unit” as a profit centre. This is a highly commercial, client focused and challenging opportunity with vast amounts of potential.

Responsibilities will include:

• Line management of the teams responsible for client delivery and account management.
• Partnering with the COO & Head of Sales to deliver a seamless and collaborative experience for clients
• P&L responsibility for this business unit
• Establishing a dynamic framework in which your team members will operate, leading to world class service for clients

Appropriate professionals will bring:

• Experience in a similar Client Support line management role for a FinTech vendor focused on investment management & Insurance, or within a head of operations position in and insurance of investment management business
• Business and systems knowledge in the Buy Side Fintech domain would be beneficial, with systems providers like:
  • Finastra
  • FIS
  • Linedata
  • NeoXam
  • Factset
  • BlackRock Solutions
• This professional must be accustomed to running teams responsible for delivering support and service to multiple high priority clients who are demanding and have high expectation levels
• A strong client-centric focus and interfacing ability is absolutely key in this position, with excellent client management skills
• Proven ability to put in place proven processes to escalate client priorities accordingly, and so your team has an established and proven way of working which leads to client success
• Excited by the opportunity to take on a key role in establishing and growing an operation

This is an outstanding position, with significant growth ahead of our client you will be well positioned to strategically play a key part in this. 

#FinTech #RegTech #Paris #Career #FinTechRecruitment 

Job Summary

• As Finance Director you will be managing and controlling business unit financial activities.
• Conduct complex financial analysis and develop reports to provide insight to business operations.
• Work closely with executive management in managing and reporting of their business and special projects.
• As the team grows you will train financial analysts to support you in your role.

Essential Job Functions

• Prepare, review and consolidate monthly budget variance analysis and forecasting reports, provide feedback and recommendations that will be used to present to upper management.
• Consolidate monthly key performance indicator metrics reports and provide analysis on trends and drivers.
• Review, maintain and improve financial and business models to provide the business additional insight to make decisions on improving the business. Review special projects and initiatives to provide critical feedback to business partners.
• Build and evaluate annual financial plan for correct linkages to the strategic and tactical business plans .
• Prepare ad hoc reports, analysis and conduct special projects as necessary.
• Analyze underlying business factors that drive expenses within the department and present to leadership team. Lead process improvement projects.

Education Requirements

• Bachelor’s degree required in Accounting, Finance or related field.
• CPA required with CMA, MBA, Masters or similar preferred.

Experience Requirements

• Candidates should have strong analytical skills, a minimum of five years of prior Accounting or Finance experience, and extensive experience in expense management, building and maintaining budgets.

Special Skill Requirement

• Advanced Excel skills including working knowledge of pivot tables, macros and functions.
• Working knowledge of Access software.
• Proficient in applicable business software such as Business Objects, EPM and SAP.

Captura Search’s client offers market leading services to insurance clients worldwide. The UK headquarters services clients throughout EMEA. Due to an expanding relationship with a UK insurance firm, we are searching for a UK based professional with experience of French GAAP and the nuances of technical accounting & reporting within insurance firms.

Job Description

The successful individual will be responsible for -

• Due to a key piece of work with a French subsidiary there will be a significant amount of new accounting pronouncements and implementations, requiring specific knowledge of IFRS and French GAAP. This position will work closely with finance leaders in the region as well as corporate accounting and reporting to ensure appropriate implementation of these new accounting requirements.

• Ensure the effective communication and adoption of French GAAP within global accounting policies across the region

• Lead the development and implementation of an effective accounting compliance and adherence to it

• Provide support & guidance on the technical accounting questions from a French GAAP and IFRS perspective

• Manage the relationship with internal and external stakeholders within EMEA

The Successful Applicant

• Fluent French is a definite requirement
• Ideal candidate must be a qualified accountant
• This role requires extensive technical accounting knowledge.
• Must have IFRS and French GAAP experience

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.

Responsibilities:

• 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

Requirements:

• 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

These are key client facing hires delivering new client implementations made up of vendor and client resources. Implementation of this new leading-edge technology will of course involve a variety of tasks such as; business analysis, configuration, data process setup, enterprise data management configuration (SQL, Oracle or Sybase experience important), report building and client training etc. You will be the lead / point Consultant for the vendor on key implementation projects, key positions!!!

Desirable Experience:

• There are three core elements to finding the right candidate for this position:
• Technical / Software Development background in finance (SQL, Oracle or Sybase DB experience)
• Good knowledge of the financial industry and front to back office workflow
• Client facing is a strength, managing expectations and delivering project promises
• Ideally experience in software development, which is underpinned with knowledge of software / technology and finance. Someone who can bridge the gap between technology and finance
• Experience in development work, or implementing the following software systems / consultancies:

IHS Markit EDM (Cadis)

AIM Software GAIN

Bloomberg Polarlake

VistaOne Solutions (CoreOne formerly known as Netik)

Eagle Investment Systems - Data Management

Goldensource

Asset Control

NeoXam (SmartCo Datahub), GP3 or Decalog solutions

CapGemini – iGate Data Management Consultancy

Accenture Investment Management

AlphaFMC

Reformis

BlackRock Aladdin

Factset BISAM

Simcorp

SS&C

Eagle Investment Systems

Temenos Multifonds

eFront

State Street Global Exchange (SSgX)

Charles River Development

Finastra (Misys – Fusion Invest solution)

Profidata

Fidessa LatentZero

MSCI

Informatica

IBM InfoSphere

Naturally you will have:

• Excellent problem-solving skills.
• Good client facing abilities and strong problem solver.
• You must also have excellent interpersonal and client communication skills

This is an exciting time to join one a market leader with an innovative and welcoming team in a great culture. With systems that promise exceptional career challenges and the opportunity to work with Tier 1 finance houses. If you’re a team orientated, personable and well-motivated EDM professional looking for a fresh and exciting career challenge with an international company then please get in touch to have a discreet introductory conversation.

Remuneration – Excellent to attract the best

Experience Levels – 3 to 10 Years +

This is a unique career opportunity, with the opportunity to create and establish ‘best of breed’ customer led initiatives. Reporting directly to the regional COO, you will lead a growing team with responsibility for key client implementation projects. There is an impressive portfolio of clients including market leading global investment managers & investment banks. You will be given the autonomy to develop and own your “business unit” as a profit centre. This is a highly client focused and challenging opportunity with vast amounts of potential.

Responsibilities will include:

• Line management of the teams responsible for implementation and project management.
• Partnering with regional management to deliver a seamless and collaborative experience for clients, both local and global in nature
• P&L responsibility for this business unit
• Establishing a dynamic framework in which your team members will operate, leading to world class solutions for clients

Appropriate professionals will bring:

• Experience in a similar Project Management and Implementation leadership for a FinTech vendor focused on buy or sell side clients or someone who has led major projects and is now ready to lead a group to deliver success.
• Business and systems knowledge in the Buy Side or Sell Side Fintech domain would be beneficial, with systems providers like:
  • Finastra
  • Finbourne
  • RIMES
  • FIS
  • Simcorp
  • SS&C
  • S&P Global
  • Linedata
  • NeoXam
  • Avaloq
  • Bloomberg 
  • Factset
  • Goldensource
  • Gresham / Alveo
  • BlackRock 
  • BNY Mellon
  • State Street
  • Clearwater Analytics
  • PFS Paxus / Apex
• This professional must be accustomed to running teams responsible for delivering complex implementation projects to multiple high priority clients who are demanding and have high expectation levels
• A strong client-centric focus and interfacing ability is key in this position, with excellent client management skills
• The capability to put in place proven processes to escalate client priorities accordingly, and so your team has an established and established way of working which leads to client success
• Excited by the opportunity to take on a key role in establishing and growing an operation

This is an outstanding position, with significant growth ahead of our client, and you will be well positioned to strategically play a key part in this. 

#FinTech #Australia #ANZ #Career #FinTechRecruitment 

Do you have what it takes to lead a global sales team for a cutting-edge legal technology business? Our company is looking for a dynamic and experienced leader to take on the role of Global Head of Sales.

As the CRO / Global Head of Sales, you will be responsible for developing and executing our clients global sales strategy, to drive revenue growth across our global customer base. You will build and lead a team of sales professionals in the US and internationally, providing guidance, support, and inspiration to help them achieve their targets.

This is a truly unique opportunity to be at the forefront of a next-generation legal technology business that will change the way legal professionals deliver for their clients. Our clients platform is like nothing else in the market providing innovative solutions to help legal teams increase efficiency in financial cases that involve complex data, and improve outcomes.

Key Responsibilities:

• Develop and execute the company's sales strategy to meet revenue targets
• Build, lead and manage a global sales team, including hiring, training, and performance management
• Identify and pursue new business opportunities, including partnerships and collaborations
• Build and maintain strong relationships with key customers and partners
• Work closely with cross-functional teams, including marketing and product development, to ensure alignment and success

Qualifications:

• Minimum of 10 years of sales / sales leadership experience in the legal technology industry
• Proven track record of driving revenue growth through successful sales strategies and team management
• Strong understanding of the legal industry and the challenges faced by legal professionals
• Excellent communication, interpersonal, and presentation skills
• Ability to build and maintain relationships with key customers and partners
• Bachelor's degree in business, marketing, or a related field

Experience in leading and building sales organisations with one of the following technology and advisory companies could represent a good fit:

Relativity | OpenText | BDO | Complete Discovery Source | Microsoft Advanced E-Discovery | Acron Legal Solutions | Agiloft | Altumatim | Assembly | CasePoint | Centerbase | Cimplifi | ClearBrief | Clio | Cobblestone Software | Consilio | ContractPod AI | Disco | Epiq | EverLaw | Evisort | FastCase | Filevine | Fronteo | FulcrumGT | GlobalRelay | Hanzo | iManage | Integreon | Ipro | KLDiscovery | LightHouse | LIGL | Litera | Litify | Luminance | Malbek | Mitratech | Onit | Onna | Pramata | Protected Harbor | Session Guardian | Smartsource | Thomson Reuters [Legal Services] | UniCourt | UnitedLex | InTapp | Bryter | Blue Prism | Jigsaw | Lupl | Documate | Digitory Legal | OGC Live | Miro | Dashboard Legal | Smart Drafter | Exterro | Litify | BettyBlocks

Also having worked for one of the major consultancies, focused on working with major law firms to offer major technological services through partnership with firms like Relativity et al. Deloitte, PWC, KPMG, EY

Our client offers a competitive salary, benefits package, and the opportunity to work with a talented team of professionals in a fast-paced and exciting environment. If you are a results-driven sales leader with a passion for innovation and legal technology, we want to hear from you.

Apply now to join as the CRO / Global Head of Sales and help our client shape the future of legal technology!

#LegalTech #AML #FraudPrevention #AntiFraud #FinTech #eDiscovery 

An Exciting Company!

Our client has an articificial intelligence and Machine learning based software that solves fraud detection and financial crime problems in near real-time. Impressive POC's and client partners are already committed to helping them deliver some outstanding projects, and there is a strong appetite to use their solution amongst a number of market verticals..... the result.... a very compelling and rewarding business development opportunity!

If this type of compelling problem solving and rewarding projects appeal to you, we'd love for you to reach out to discuss the position. So much transaction data is being generated at an phenomenal rate, and many businesses worldwide are poorly-equipped to handle such data on that scale. Our clients software helps these clients users to efficiently identify data anomalies that identify criminal activity. The result is that their clients are empowered to predict and react swiftly, compared to current practices which take days, weeks or even months given the large datasets involved.

The Role!

• As the Go-To-Market professional, you're not only tasked with forming a strategy and bringing valuable market knowledge to the business, but responsible for helping to commoditise and position this software to prospective organizations.
• This is a multifaceted role, not only converting current Proof of Concept partners to customers, but also finding, evaluating, and converting new business opportunities globally, as well as seeking partners whose missions, objectives, and values align.
• Each prospective client will have their own priorities and local regulations to follow. You'll have the experience to see these distinctions as opportunities for creative thinking and value creatio.... tailoring your approach.
• Armed with a deep knowledge of the solutions and services and their real-world impact, you'll be in a position to cultivate relationships and work diligently to build new ones. Motivated by the knowledge that the software is directly responsible for uncovering and preventing fraud, financial crime and and ultimately saving lives,
• Take on a role which is a combination of strategic leadership but also revenue delivery and SME
• Generate new leads and business opportunities, working closely with colleagues to determine goals and targets.
• Serve as the key point of contact with prospective clients and represent the business at industry events and conferences.
• Develop deep familiarity with the software platform and how it can be used to solve a wide range of real-world problems.
• Proven track record of large-scale enterprise sales to institutions.
• Capable and proven familiarity with procurement processes.
• Excellent communication skills.
• Ability to compellingly articulate the USP's of product offering to audiences with varying levels of technical skill and seniority.
• Demonstrated sales project management skills and an affinity for getting things done, no matter the circumstances.
• Experience building and managing relationships, and collaborating with internal partners and external counterparts.
• Ability to travel per business needs.

Experience with one of the following companies would be beneficial, but not a pre-requisite

Outseer
Nice Actimize
Bottomline Technologies
Napier AI
FeedZai
Hawk AI
Comply Advantage
Feature Space
BAE Systems Applied Intelligence
Adenza (AxiomSL)
ComplySci
Quantexa
Fiserv
Sift
Lexis Nexis / Acuity
Forter
Seon.IO

#FraudPrevention #AML #FraudDetection #KYC #KnowYourCustomer #FinancialCrimePrevention #FinCrime #FinancialCrime #AI #ML #ArtificialIntelligence #MachineLearning 

Responsibilities:

• Identify, prospect, and engage with prospective firms that would have a strong need for credible and modern solutions covering Transfer Agency, Fund Administration / Investment Accounting, Compliance or Reporting
• 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 buy side community throughout the USA

Requirements:

• 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:
• Charles River Development
• FIS (InvestONE)
• Simcorp (including AIM Software's GAIN)
• Finastra (Misys – Fusion Invest solution)
• ION LatentZero
• SS&C (Including Advents Geneva, Axys, Altair, Tradex or Camra, HiPortfolio, APX, EZE Software)
• State Street's Alpha
• Pacific Fund Systems (PAXOS)
• Temenos Multifonds
• BNY Mellon Data & Analytics (formerly Eagle Investment Systems & Milestone Group)
• Broadridge Financial Solutions
• BlackRock's Aladdin & eFront
• Factset BISAM / Portfolio Analytics
• RIMES
• AllVue Systems
• Citco
• Dynamo Software
• Fundwave
• FundCount
• IQEQ
• Vistra
• Confuence (Including StatPro & CSS)
• Calypso Technology (Investment Management)
• Objectway (eXimius)
• S&P / IHS Markit
• Bloomberg (PORT / AIM)

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, order management, enterprise data management, performance attribution, performance measurement, client reporting, AML, KYC

Responsibilities:

• Identify, prospect, and engage with prospective firms that would have a strong need for credible and modern solutions covering Transfer Agency, Fund Administration / Investment Accounting, Compliance or Reporting
• 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 buy side community throughout the USA 

Requirements:

• 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:

• Charles River Development
• FIS (InvestONE)
• Simcorp (including AIM Software's GAIN)
• Finastra (Misys – Fusion Invest solution)
• ION LatentZero
• SS&C (Including Advents Geneva, Axys, Altair, Tradex or Camra, HiPortfolio, APX, EZE Software)
• State Street's Alpha
• Pacific Fund Systems (PAXOS)
• Temenos Multifonds
• BNY Mellon Data & Analytics (formerly Eagle Investment Systems & Milestone Group)
• Broadridge Financial Solutions
• BlackRock's Aladdin & eFront
• Factset BISAM / Portfolio Analytics
• RIMES
• AllVue Systems
• Citco
• Dynamo Software
• Fundwave
• FundCount
• IQEQ
• Vistra
• Confuence (Including StatPro & CSS)
• Calypso Technology (Investment Management)
• Objectway (eXimius)
• S&P / IHS Markit
• Bloomberg (PORT / AIM)

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, order management, enterprise data management, performance attribution, performance measurement, client reporting, AML, KYC

Our client is a fast-growing fintech trailblazer serving premier wealth and asset management firms. Armed with top-tier private equity funding, their cutting-edge solutions simplify and create efficiences around processes while accelerating growth and innovation for global financial institutions. They are the best in their field serving Wealth Management and Asset Management clients.

If you thrive on closing large, complex deals, can build trust with C-suite stakeholders, and want to be at the forefront of fintech, read on! ✨

What You’ll Do

🔎 Strategic Prospecting

• Pinpoint, research, and engage high-potential prospects in the wealth and asset management sectors.

📈 Consultative Selling

• Conduct discovery sessions, craft compelling business cases, and articulate clear ROI to executive decision-makers.

⚙️ Manage Complex Deals

• Own the full sales cycle, from initial pitch to contract negotiations, ensuring seamless client engagement.

💡 Collaborate & Innovate

• Partner with product, marketing, and solutions experts to address client needs and create tailored presentations.

📊 Accurate Forecasting

• Maintain a healthy pipeline, meet or exceed revenue targets, and communicate opportunities to internal stakeholders.

🏅 Lead with Influence

• Representation at industry events, share insights on market trends, and foster lasting relationships.

What You'll Bring

• 5+ years of success in enterprise software, fintech, or SaaS sales
• Demonstrable track record of closing multi-million-dollar deals with senior executives
• Strong familiarity with wealth management and/or asset management practices and pain points
• Outstanding communication and negotiation skills, with an ability to inspire confidence
• A high-achiever mindset, eager to surpass sales targets and champion customer outcomes

Why Join?

• High Earning Potential: Base up to $175k, $350k OTE with uncapped upside and accelerators
• Growth & Impact: Join a rapidly expanding company powered by tier-one PE investment
• Hybrid Setup: Enjoy the best of both worlds with 2–3 days onsite in our new NY office
• Comprehensive Benefits: Medical, dental, vision, 401(k), and more
• Professional Empowerment: Shape groundbreaking fintech solutions that optimize revenue for industry leaders

Ready to Make Waves in Fintech?

If you’re motivated by big wins, high-level client engagements, and the opportunity to drive transformative change, we want to hear from you. Send us your application and let’s redefine what’s possible—together! 🚀

Captura Search’s client is a market leader with specialist suite of front to back office solutions including reference data management, integrated portfolio management and fund accounting systems. They’re an extremely successful and award-winning company with global investment institutions and banks as clients. With new clients signing up on a consistent basis they are experiencing a period of phenomenal growth. Their solutions are much stronger than their competitors which has resulted in numerous displacements and RFI’s / RFP’s being won. As a result they are expanding their Implementation consulting team in Sydney and other key client locations. Captura Search has already supported this client to make multiple Implementation hires (professionals with experience as SQL development or implementation experts) and we are working in close partnership with their management to add further specialists with similar experience.

These are key client facing hires delivering new client implementations made up of vendor and client resources. Implementation of this new leading-edge technology will of course involve a variety of tasks such as; business analysis, configuration, data process setup, enterprise data management configuration (SQL, Oracle or Sybase experience important), report building and client training etc. You will be the lead / point Consultant for the vendor on key implementation projects, key positions!!!

Desirable Experience:

There are three core elements to finding the right candidate for this position:

• Technical / Software Development background in finance (SQL, Oracle or Sybase DB experience)
• Good knowledge of the financial industry and front to back office workflow
• Client facing is a strength, managing expectations and delivering project promises
• Ideally experience in software development, which is underpinned with knowledge of software / technology and finance. Someone who can bridge the gap between technology and finance

Experience in development work, or implementing the following software systems / consultancies:

• Finbourne
• RIMES / Matrix IDM
• S&P's IHS Markit EDM (Cadis)
• Simcorp AIM Software GAIN
• Bloomberg Polarlake
• VistaOne Solutions (CoreOne formerly known as Netik)
• Eagle Investment Systems - Data Management
• Goldensource
• Alveo / Asset Control
• NeoXam DataHUB, GP4 or Decalog solutions
• CapGemini – iGate Data Management Consultancy
• Accenture Investment Management
• AlphaFMC
• Reformis
• BlackRock Aladdin
• Factset BISAM
• SS&C
• BNY Mellon Data & Analytics / Eagle Investment Systems
• Temenos Multifonds
• State Street Alpha / Charles River Development
• Finastra (Misys – Fusion Invest solution)

Naturally you will have:

• Excellent problem-solving skills.
• Good client facing abilities and strong problem solver.
• You must also have excellent interpersonal and client communication skills

This is an exciting time to join one a market leader with an innovative and welcoming team in a great culture. With systems that promise exceptional career challenges and the opportunity to work with Tier 1 finance houses. If you’re a team orientated, personable and well-motivated EDM or OMS / PMS professional looking for a fresh and exciting career challenge with an international company then please get in touch to have a discreet introductory conversation.

Remuneration – Excellent to attract the best

Experience Levels – 3 to 10 Years +

Responsibilities:

• Identify, prospect, and engage with prospective firms that would have a strong need for credible and modern solutions covering Transfer Agency, Fund Administration / Investment Accounting, Compliance or Reporting
• Responsible for identifying and cold-calling Tier One 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 prospects throughout the DACH region

Requirements:

• Able to successfully manage a significant pipeline of sales opportunities 
• Must have a proven and successful sales track record with the following / or similar types of FinTech firms:
• State Street Alpha / Charles River Development
• FIS (InvestONE)
• Deutsche Boerse / Simcorp (including AIM Software's GAIN)
• Finastra (Misys – Fusion Invest solution)
• ION LatentZero
• SS&C (Including Advents Geneva, Axys, Altair, Tradex or Camra, HiPortfolio, APX, EZE Software)
• APEX's Pacific Fund Systems (PAXOS)
• Temenos Multifonds
• BNY Mellon Data & Analytics (formerly Eagle Investment Systems & Milestone Group)
• Broadridge Financial Solutions
• BlackRock's Aladdin & eFront
• Factset BISAM / Portfolio Analytics
• RIMES
• AllVue Systems
• Citco
• Dynamo Software
• Fundwave
• FundCount
• IQEQ
• Vistra
• Confuence 
• Calypso Technology (Investment Management)
• Objectway (eXimius)
• S&P / IHS Markit
• Bloomberg (PORT / AIM)

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, order management, enterprise data management, performance attribution, performance measurement, client reporting, AML, KYC

#DACH #Germany #Switzerland #Austria #FinTech #FinTechRecruitment #SalesRecruitment #Sales #FinTechSales

Are you a driven sales professional ready to make your mark in the financial industry? Our client is an award-winning, high-growth company with a stellar reputation and a strong roster of reference clients.

We're looking for a passionate Sales Executive to join their team and drive new business in North America—all from the comfort of your home office + circa 20-25% travel! 🏠

As their Sales Executive, you'll be the tip of the spear in expanding their client roster among Fund Administrators, Asset Management firms, Private Equity groups, Hedge Funds, and Broker Dealers. If you're a hunter at heart, love the thrill of the chase, and are eager to close deals, we want to hear from you! 🎯

Your Mission, Should You Choose to Accept It:

• 🕵️‍♂️ Identify and target new business opportunities within the financial sector.
• 📈 Develop and execute strategic sales plans to exceed your targets.
• 🤝 Build and nurture strong relationships with key decision-makers.
• 🔑 Leverage our reference clients to open doors and close deals.
• 💡 Collaborate with our dynamic team to share insights and strategies.
• 🚀 Stay ahead of industry trends to offer cutting-edge solutions.

On Offer:

• 🌐 Fully remote position with the flexibility to work from anywhere in North America.
• 🏆 Opportunity to represent an industry-leading, award-winning company.
• 💰 Competitive compensation package with uncapped commissions
• 📚 Continuous learning and development opportunities.
• 🤝 Supportive team environment where your contributions are valued.

If you're ready to hustle, make things happen, and be part of a winning team, apply now! Redefine success in a great team. 🏆

Embark on a journey where your ambition meets our innovation. Your future awaits! 🚀

This is a unique career opportunity, with the opportunity to create and establish ‘best of breed’ customer led initiatives. Reporting directly to the regional COO, you will lead a growing team with responsibility for key client implementation projects. There is an impressive portfolio of clients including market leading global investment managers & investment banks. You will be given the autonomy to develop and own your “business unit” as a profit centre. This is a highly client focused and challenging opportunity with vast amounts of potential.

Responsibilities will include:

• Line management of the teams responsible for implementation and project management.
• Partnering with regional management to deliver a seamless and collaborative experience for clients, both local and global in nature
• P&L responsibility for this business unit
• Establishing a dynamic framework in which your team members will operate, leading to world class solutions for clients

Appropriate professionals will bring:

• Experience in a similar Project Management and Implementation leadership for a FinTech vendor focused on buy or sell side clients or someone who has led major projects and is now ready to lead a group to deliver success.
• Business and systems knowledge in the Buy Side or Sell Side Fintech domain would be beneficial, with systems providers like:
  • Finastra
  • Finbourne
  • RIMES
  • FIS
  • Simcorp
  • SS&C
  • S&P Global
  • Linedata
  • NeoXam
  • Avaloq
  • Bloomberg 
  • Factset
  • Goldensource
  • Gresham / Alveo
  • BlackRock 
  • BNY Mellon
  • State Street
  • Clearwater Analytics
  • PFS Paxus / Apex
• This professional must be accustomed to running teams responsible for delivering complex implementation projects to multiple high priority clients who are demanding and have high expectation levels
• A strong client-centric focus and interfacing ability is key in this position, with excellent client management skills
• The capability to put in place proven processes to escalate client priorities accordingly, and so your team has an established and established way of working which leads to client success
• Excited by the opportunity to take on a key role in establishing and growing an operation

This is an outstanding position, with significant growth ahead of our client, and you will be well positioned to strategically play a key part in this. 

#FinTech #Australia #ANZ #Career #FinTechRecruitment 

The Company

A high-growth, category-leading FinTech serving hedge funds and institutional asset managers. The firm delivers data-rich, mission-critical solutions that improve decision making, streamline operations, and accelerate growth across the investment lifecycle. Backed by strong revenues and a tier-one client base, the business is scaling rapidly in the USA

The Opportunity

This is a senior individual contributor role for a proven new-logo hunter who sells to hedge funds in UK&I. You will own your territory, build executive relationships, run sophisticated cycles from first meeting to signature, and land material, multi-year deals. The role suits someone who thrives on creating pipeline from scratch, partnering closely with product and delivery, and winning complex, multi-stakeholder evaluations.

Ideal Background (one of the following)

1. Investment Tech to Hedge Funds: Successful track record selling Alternative / Quantitative Solutions, OMS/EMS, portfolio accounting, performance/attribution, enterprise data management solutions or other solutions to hedge funds in the USA.

2. Alternative Data to Hedge Funds: Proven wins selling alt-data or data-as-a-service into front- middle- or back-office users (PMs, Analysts, Data Science) at hedge funds; comfortable quantifying signal value and ROI.

3. Capital-Markets Services into Hedge Funds: Experience selling services or technology-enabled solutions from a financial institution or service provider to hedge funds (for example, prime brokerage-adjacent or front/middle/back-office solutions).

What You’ll Do

• Drive net-new revenue across a named hedge fund market in the USA.

• Prospect, multi-thread, and build executive sponsorship with COOs, CFOs, CTOs, Heads of Data, and PMs.

• Lead rigorous discovery, craft compelling value cases, and run evaluations/POCs to clear technical and commercial diligence.

• Orchestrate the deal from first touch to close, including legal and procurement, with crisp forecasting and control of timelines.

• Partner with marketing, product, and solutions teams to shape messaging, competitive positioning, and win strategy.

• Contribute field feedback on market trends, buying patterns, and competitor moves.

What You’ll Bring

• Proven hunter: Consistent record of meeting or exceeding new-logo quotas selling into hedge funds in the USA.

• Domain fluency: Ability to engage credibly on trading, risk, data, and operational workflows; comfortable with both business and technical stakeholders.

• Enterprise sales craft: Mastery of complex sales methods (for example, MEDDICC), value-based selling, and executive communication.

• Execution and ownership: High activity, high standards, accurate forecasting, and a bias to close.

• Team player: Works well with pre-sales, delivery, and product to set deals up for long-term success.

Why Join

• Sell a differentiated platform with clear, referenceable outcomes for hedge funds.

• High visibility and material impact as a senior IC in a fast-growing region.

• Collaborative culture, modern tooling, and genuine partnership between sales, product, and delivery.

• Competitive base salary, uncapped commission, and meaningful upside for top performers.

Travel: Can be based remotely with on-site client meetings across the USA as required.
Right to work: USA work authorisation required.