Sales Specialist (Financial Services, Remote)

Job summary

This role is an early-career commercial position focused on driving the adoption of partner solutions in the investment management technology sector. The Sales Specialist will engage with existing and prospective clients to promote integrated solutions from a major financial services group and its ecosystem partners.

Qualifications

• 3–5 years of experience in a commercial, pre-sales, partner management, or client-facing role within financial services technology or investment operations.
• Basic understanding of investment management operations, including data management, reporting, trading, and post-trade workflows.
• Familiarity with open platforms, API connectivity, and technology ecosystems in financial services.
• Strong communication and presentation skills for diverse audiences.
• Collaborative, organized, and proactive in managing multiple teams and partners.

Responsibilities

• Lead sales cycles for partner solutions, collaborating with market unit account executives and partner teams.
• Identify opportunities within the existing client base for partner solutions.
• Maintain an accurate pipeline of partner-originated opportunities and report to sales leadership.
• Develop tailored value propositions for active partners and articulate the strategic significance of ecosystem connectivity.
• Build relationships with partners and coordinate joint go-to-market activities.
• Support onboarding of new partnerships and develop sales collateral.
• Act as a subject matter resource for ecosystem and partner solutions across global market units.

Skills

• Strong communication and presentation skills.
• Ability to synthesize client feedback and collaborate with product teams.
• Experience in managing relationships with commercial partners.

Education

• Relevant degree or equivalent experience in financial services or technology.

Tools

• Familiarity with investment management platforms and financial market infrastructure tools.