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.
This is a high-volume, telephone-based sales and origination role, focused on engaging with companies that are actively considering or preparing to raise capital. You will work directly with founders, CEOs, CFOs and other senior decision-makers to understand their funding requirements, introduce the firm's capital advisory services and convert qualified prospects into new client engagements.
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
