WealthAi
New Business Sales
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
London | Hybrid | Full-time | Salary + equity
WealthAi is building the AI operating system for wealth management. We help wealth managers, financial advisers, family offices and EAMs use AI across their businesses, connecting data, workflows and intelligent agents to improve productivity, strengthen oversight and free teams to focus on higher-value client work. We’re pre-seed and growing. We’re hiring a New Business Sales Executive to build pipeline, win new clients and help shape how we scale our commercial function.
The role
You will own new business from first contact through to close. You will:
- Build and manage your own pipeline
- Prospect into wealth managers, financial advisers, family offices and EAMs
- Identify and engage senior decision-makers
- Run discovery conversations
- Deliver and coordinate product demos
- Build trust with key stakeholders
- Manage follow-up and next steps
- Use email, LinkedIn, calls, events, referrals and your network to create opportunities
- Maintain clear visibility of activity, pipeline and performance
You will work closely with our founders, commercial team, marketing and product.
This is an early-stage role
We are pre-seed, so you will help build the sales foundations as well as deliver against them. You’ll take ownership of:
- Building and managing target lists
- Creating clear reporting on activity and performance
- Testing and improving outreach
- Feeding market insight back into sales, marketing and product
- Improving our ICP, messaging, discovery and sales process
- Building better ways of working as the business grows
You should be comfortable creating structure, taking ownership and improving how things get done. The tools may be lightweight. Your operating standards should not be.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What we're looking for
You need experience selling technology, AI or SaaS into regulated businesses. Experience in financial services or wealth management is a strong advantage. You should be able to show that you can:
- Generate your own pipeline
- Open conversations with senior stakeholders
- Run strong discovery
- Navigate multiple stakeholders
- Sell complex technology in clear commercial language
- Build trust with regulated businesses
- Manage longer sales cycles
- Progress deals with discipline
- Work independently
- Operate well in an early-stage environment
AI-fast ways of working
We sell AI. We expect our team to use it. You should be AI-fast in how you work and use AI to reduce manual effort, improve quality and create better visibility. That includes using AI to:
- Research and prioritise accounts
- Build and enrich prospect lists
- Prepare for meetings
- Personalise outreach
- Summarise client conversations
- Improve follow-up
- Analyse pipeline
- Turn manual data into useful reporting
- Track performance
- Surface risks and opportunities
We want you to use AI and good judgement to make manual processes smarter while helping us build what comes next.
Help build how WealthAi scales
Joining at this stage means contributing beyond your individual sales number. You will help shape:
- How we prospect and qualify opportunities
- How we run discovery and demos
- How we manage and report pipeline
- How we report performance
- How we use AI across the sales process
- How sales works with marketing, product and leadership
- The standards and ways of working we scale with
Get help with your application
Your very own career expert that helps elevate your application to the next level.
You will also help shape the culture of the business. We want people who take ownership, share what they learn, improve what is not working and help the wider team perform better.
How we work
This is a hybrid role based in London. At our stage, time together helps us move faster, learn from client conversations, make decisions quickly and build the culture we want as we grow.
What success looks like
Success means building and progressing the right opportunities. We will look at:
- Qualified pipeline created
- New relationships in priority accounts
- Discovery and demo progression
- Stakeholder engagement
- Deal momentum
- Quality and accuracy of pipeline reporting
- New contracted clients
- Recurring revenue
- Market insight that improves our GTM approach
You should know your numbers and be able to explain what is working, what is not and where you need to adjust.
Our hiring process
Our process will include a small number of stages combining conversations with the team and a practical sales exercise. We want to understand how you research, build pipeline, run discovery, use AI, handle objections and progress opportunities. We will also carry out reference checks before making a final offer.
Why WealthAi
You will join early enough to have a direct impact on how WealthAi grows. You will work closely with the founders and help shape how we sell, operate and scale. You will help build the commercial foundations and culture of the business, not simply inherit them. The package includes salary + equity, giving you a stake in the value you help create.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location