Financial Services · 11 people
Head of Growth and Revenue/Partner
What’s this role about? The role focuses on identifying and pursuing new business opportunities and recruiting high-quality Independent Relationship Managers to the platform. It also involves attracting funding from investors and managing a pipeline of prospective candidates.
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Skills required for this role
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Responsibilities
- Developing and maintaining a database and pipeline of relevant candidates
- Attracting additional funding from smart investors
- Sourcing candidates via proactive prospecting/outbound activities – direct messaging,
- networking, etc
- Screening and filtering candidates against agreed criteria and proposing who should be
- interviewed
- Responding promptly to inbound inquiries arising from outbound activity
- relevant networking events and conferences
- Communicating regularly with WELREX management to ensure clear lines of sight and
- transparency on progress
- Liaising with WELREX® executive team and other team members to develop the
- business and client base in a compliant manner
- At all times representing the WELREX brand professionally to external stakeholders
- The role offers the opportunity to participate, as a partner and via KPI-linked equity options, in
- a growing Wealth Tech start-up that already has clients, assets under management, and huge
- potential to scale.
Qualification
- Candidates must be able to work in the UK and not need visa application support
- 7+ years’ experience in outbound Commercial/Business Development, Sales, or
- Marketing roles in the Wealth Management industry
- High level of knowledge of the Wealth and Asset Management sector as well as Wealth
- Tech solutions
- Highly skilled in building, developing, and activating a successful pipeline and delivering
- outstanding results
- Excellent grounding in developing and managing a pipeline of relevant
- prospects/candidates and with all the required skills, disciplines, and processes to
- deliver outstanding results
Company
WELREX
A next-generation investment platform for wealth professionals and HNW clients
WELREX provides institutional-grade access to traditional, alternative, and digital investments through a modern open-architecture platform for private clients and wealth professionals.