Xpertise Recruitment
Sales Director

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Sales Leader – Asset & Wealth Management / Investment Management
We are seeking an experienced GTM Sales Leader to drive growth across the Asset & Wealth Management and Investment Management sector. This is a high-impact leadership role focused on developing and executing go-to-market strategies, building executive-level client relationships, and identifying, developing, and closing new business opportunities across a broad portfolio of services and solutions.
Key Responsibilities
- Develop and execute go-to-market strategies to drive revenue growth within the Asset & Wealth Management and Investment Management vertical.
- Build and maintain trusted relationships with C-suite and senior executive stakeholders.
- Identify, qualify, and pursue new business opportunities across target accounts.
- Lead complex sales cycles from prospecting through to negotiation and contract closure.
- Create and deliver compelling value propositions tailored to client challenges and business objectives.
- Collaborate with internal stakeholders, delivery teams, and subject matter experts to develop winning solutions.
- Maintain a strong understanding of industry trends, market developments, and competitor activity.
- Develop strategic account plans to drive long-term customer growth and retention.
- Consistently achieve and exceed sales targets and revenue objectives.
- Ensure accurate pipeline management and forecasting through CRM systems.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt 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.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
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.
Skills & Experience
- Proven track record of success in enterprise sales, business development, or go-to-market leadership roles.
- Strong experience within Asset & Wealth Management, Investment Management, or wider Financial Services sectors.
- Demonstrated ability to engage and influence executive-level decision-makers.
- Experience managing complex, consultative sales processes and large-scale opportunities.
- Strong commercial acumen with excellent negotiation and closing skills.
- Ability to develop strategic sales plans and execute against ambitious growth targets.
- Excellent communication, presentation, and stakeholder management skills.
- Self-motivated, results-driven, and capable of working in a fast-paced environment.
- Experience collaborating across cross-functional teams to deliver customer-focused solutions.


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Benefits
- Competitive salary and performance-based bonus structure.
- Private healthcare and pension scheme.
- Flexible and hybrid working options.
- Ongoing professional development and career progression opportunities.
- Exposure to senior industry leaders and strategic client engagements.
- Collaborative and high-performance working environment.
“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
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