My client, a New York-based wealth management firm, is looking to recruit experienced Sales Brokers to join its team remotely and drive new business across the US market.
Working Hours: 2:00 pm – 12:00 am UK time, Monday to Friday, to align with the US markets.
The Role
This is a sales-driven position with a strong emphasis on business development, relationship building and revenue generation. The majority of your day will be spent speaking directly with businesses exploring capital-raising opportunities, identifying potential clients, qualifying prospects and progressing opportunities through the sales pipeline.
You will play a key role in originating new business, developing relationships with senior management teams and securing client engagements, while working closely with the firm’s senior leadership throughout the process.
Key Responsibilities
- Proactively engage with prospective clients to identify current and future capital-raising requirements.
- Build relationships with founders, CEOs, CFOs and senior management teams across a range of industries.
- Identify businesses seeking equity, debt or alternative growth financing solutions.
- Qualify prospective opportunities based on transaction size, company profile, funding requirements and readiness to raise capital.
- Conduct high-volume outbound calls, introductory meetings and follow-up conversations with senior decision-makers.
- Present the firm’s capital advisory services and demonstrate how they can support businesses with their financing objectives.
- Develop and maintain strong relationships with prospective clients, progressing opportunities through the sales pipeline.
- Negotiate commercial terms and drive opportunities towards successfully securing new client engagements.
- Maintain consistent and structured follow-up with active prospects to maximise conversion rates.
- Build, manage and develop a robust pipeline of companies considering capital transactions.
- Collaborate with senior leadership to progress qualified opportunities towards engagement and execution.
Candidate Requirements
- Proven experience in business development, brokerage, financial sales, investment banking origination or capital markets sales.
- A strong track record of generating new business and securing clients through direct sales.
- Experience engaging with senior executives and decision-makers within businesses.
- A solid understanding of private capital markets, including equity and debt financing.
Required Skills
- Demonstrable experience in telephone-based sales, business development and closing new business.
- Confidence in making a high volume of outbound calls and engaging with senior-level executives.
- Excellent verbal communication, presentation and negotiation skills.
- Strong commercial awareness, with the ability to identify opportunities and convert prospects into revenue.
- A proactive, resilient and results-driven approach, with the motivation to achieve and exceed performance targets.
- Strong organisational skills and the ability to manage a high-volume sales pipeline.
- The ability to manage multiple prospective transactions simultaneously while maintaining consistent client engagement.
Desirable Experience
- Previous experience selling financial services, capital advisory solutions or other professional services to businesses.
- An established network of business contacts or experience engaging with companies seeking external financing.
- Experience working within a brokerage, investment banking, wealth management or capital-raising environment.
Salary & Benefits
- Base Salary: Up to £60,000 per annum.
- Commission: Uncapped, performance-based commission structure.
- Earning Potential: Significant opportunity to increase overall earnings through successful business origination and client acquisition.
- Remote Working: Fully remote opportunity.
- Career Exposure: The opportunity to work closely with senior leadership and gain direct exposure to private capital transactions.
This is an excellent opportunity for a commercially driven sales professional with experience in financial services or business development who is confident engaging with senior decision-makers, generating new business and converting opportunities into long-term client relationships
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