Financial Services · 11 people
Head of Growth and Revenue/Partner
What’s this role about? Develop and manage a pipeline of prospective Independent Relationship Managers, sourcing and screening candidates through outbound prospecting, networks, and events. Attract investment, build partnerships, and work with WELREX leadership to grow the business and client base while representing the brand professionally and compliantly.
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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.