Sales Director – Financial Institutions

What we do
We are a global software and professional services company for the financial industry, with offices in the UK, USA, Germany, Brazil and Indonesia. We specialize in working with investment banks to automate the issuance process for structured products. For layman, a structured product is a financial investment (not unlike a savings account) where the return to the investor depends on the performance of an underlying asset (e.g., a stock or an index). While structured products tend to offer a higher return than a savings account, they also tend to come with a higher risk. Therefore, the issuance (i.e., the creation) of a structured product and its offering to investors is highly regulated. We offer banks automation solutions to make that issuance process simpler. The core of our automation solution is a document automation tool that facilitates the creation of fact sheets, term sheets and similar documents which describe the products. We are looking to hire developers and financial experts to work with this core automation solution.

Position Summary:
Reporting directly to the Chief Commercial/ Revenue Officer, join our dynamic team and play a key role in driving our customer engagement and sales efforts. We are seeking an experienced and Key Account Sales Director with a proven track record of driving revenue and project delivery
within the financial institutions sector and within structured products. The ideal candidate is a strategic thinker, skilled relationship builder, and results-oriented leader who thrives in a fast paced, competitive environment. As a Key Account Sales Director, you will be responsible for leading our sales efforts targeting existing customers and increasing our wallet share within the Tier 1 banks. You will also cultivate key partnerships and originate new customers within financial institutions across both buy and sell-side, covering a pre-agreed region.

Key Responsibilities:

Leadership:

• Develop and execute a comprehensive sales strategy to penetrate appropriate financial institutions, achieve revenue targets, and drive sustainable growth.
• Potential to lead, motivate, and manage a high-performing team in this fast-growing business

Market Penetration:

• Identify and prioritize target financial institutions, including banks, credit unions, investment firms, and other relevant entities.
• Build and maintain a strong pipeline of qualified leads and opportunities through strategic networking, prospecting, and relationship management.

Relationship Building:

• Cultivate and nurture relationships with key decision-makers, executives, and stakeholders within financial institutions.
• Collaborate closely with cross-functional teams, including marketing, product, and customer success, to ensure alignment and maximize customer satisfaction.

Problem Solving:

• Ensure client satisfaction post sale by owning and resolving client queries or pain points.

Solution Selling:

• Understand the document generation and the changing regulatory environment for structured products and OTC derivatives.
• Identify unique challenges and needs of financial institutions and position our SaaS solutions as transformative tools to address these challenges.
• Conduct effective product demonstrations, presentations, and workshops that showcase the value and benefits of our software offerings and platforms.

Negotiation and Closing:

• Lead negotiations of complex deals, contracts, and pricing agreements with a focus on driving value for both the customer and the company.
• Work closely with legal and finance teams to ensure contracts and agreements are executed accurately and efficiently.

Market Insights:

• Stay current on industry trends, market developments, and competitive landscape within the financial institutions sector.
• Utilize market insights to refine sales strategies, adapt to changing conditions, and identify new growth opportunities.

Qualifications:

• Bachelor's degree in Business, Sales, Marketing, Finance, or a related field; MBA or relevant advanced degree is a plus.
• Proven track record of at least 7-10 years within a Tier 1 Bank, preferably directly working on a structured products desk.
•  Excellent communication, presentation, and interpersonal skills.
• Deep understanding of the financial institutions, stakeholder management including regulatory compliance, technology trends, and all associated pain points.
• Ability to travel as needed to attend industry events, client meetings, and company headquarters

If you have the skills, experience and drive to excel in this challenging and rewarding role, we would love to hear from you. Apply today and take the next step in your career with us 

WSD is an employer that values diversity. We highly encourage applications from appropriately qualified and eligible candidates irrespective of age, race, religion, national origin, gender, sexual orientation, gender identity and/or expression, veteran status, disability, or any other status protected by applicable law.