Sales Executive
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead outbound sales activities in the UK wealth, advice, and retail-investment sector. You will research markets, build and manage a qualified pipeline, engage prospects, attend industry events, deliver tailored pitches and demos, manage deals through closure, and report sales performance.
Requirements
- Success building stakeholder relationships that lead to commercial opportunities
- Track record of identifying and capitalising on sales opportunities
- Understanding of UK market and regulatory principles and rules
- Advanced communication and influencing skills
- At least 10 years of outbound sales or business development experience
- Financial services experience preferred
- Lead generation experience through networking and market engagement
- Familiarity with financial services, digital payments, open banking, or embedded finance
Responsibilities
- Identify and pursue new business opportunities
- Conduct market research on trends, target segments, and FinTech needs
- Develop and maintain a qualified lead pipeline using CRM tools and outbound strategies
- Build relationships with investment professionals and prospects
- Attend conferences, trade shows, and networking events
- Represent the company to prospective clients and partners
- Develop knowledge of the regional business and competitor landscape
- Manage the full sales cycle from outreach to deal closure
- Deliver tailored pitches and product demonstrations
- Collaborate on client onboarding and satisfaction
- Track and report lead generation, conversion, and sales performance
- Maintain accurate CRM records
- Provide market insights for product development and marketing