Account Manager - Investment & Wealth Tech
We’re looking for a commercial professional with a deep understanding of how technology is reshaping wealth and asset management. If you know how investment operations, reporting, and client servicing come together — and you’re motivated by consultative, relationship-driven sales — this role will give you the platform to excel.
You’ll be representing a market-leading investment management platform used by family offices, asset managers, and private banks to streamline portfolio management, consolidate data, and deliver exceptional client experiences. This is a chance to join a collaborative, international team driving the digital transformation of the investment industry.
What you’ll be doing:
- Managing and expanding relationships across wealth managers, private banks, and multi-family offices
- Leading complex enterprise sales cycles — identifying opportunities, shaping requirements, and closing deals
- Partnering with product and implementation teams to deliver tailored client solutions
- Becoming a trusted advisor to senior decision-makers seeking to modernize portfolio reporting and performance analytics
- Representing the company at industry events and driving brand visibility across Europe
Ideal background:
- Solid experience in B2B SaaS or FinTech sales within investment, wealth, or portfolio management technology
- Strong grasp of portfolio data, performance reporting, and client onboarding workflows
- Proven track record of building relationships with C-level or front-office contacts in financial services
- Consultative, analytical, and fluent in articulating value across complex solutions
- Can be based in Paris or London, with the confidence and desire to work across international markets
This is an exceptional opportunity for someone who blends financial acumen with sales expertise — and who wants to help leading firms embrace modern technology to elevate how they manage wealth.
Join a business that’s redefining how investors, advisers, and wealth managers connect through smarter digital solutions.