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Required Experience & Skills
- 15+ years of experience in IT services sales within the Asset Management or Investment Management space (with experience of selling into asset/wealth management and investment management)
- $10mn TCV + targets achieved
- Proven success selling complex multi-layered transformations with a focus on large, multi-year details including managed services.
- Demonstrated track record of closing complex, high-value enterprise deals.
- Strong understanding of digital transformation and technology trends
- Established credibility and relationship-building capability at C-suite and senior executive levels.
- Excellent communication, negotiation, and executive storytelling skills.
- Strong commercial acumen, pipeline governance, and forecasting discipline.
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Key Responsibilities:
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- Manage and grow key client accounts within the Asset & Wealth Management segment.
- Develop and execute strategic account plans aligned with client business and investment priorities.
- Drive business growth through digital, data, and technology transformation initiatives in AWM.
- Partner with internal delivery and domain teams to provide innovative, high-impact solutions.
- Provide industry insights on portfolio management, investor reporting, portfolio analytics, regulatory compliance, and digital wealth trends.
- Build trusted relationships with senior executives (CIO, COO, Head of Investments, Chief Wealth Officer, etc.).
- Identify opportunities in areas such as AI-driven advisory, digital onboarding, ESG reporting, and automated investment operations.
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Skills
IT Services Sales
Asset Management
Investment Management
Enterprise Deal Closing
Digital Transformation
C-suite Relationship Management
Executive Storytelling
Commercial Acumen
Pipeline Governance
Forecasting
Strategic Account Planning
Managed Services
Negotiation
Portfolio Management
Regulatory Compliance
AI-driven Advisory
Location