Business Development Associate - AI-Powered FATCA/CRS Compliance

Company Description

WealthComply builds AI-driven compliance tools for the wealth management industry. We automate FATCA and CRS entity classification, one of the most complex and high-stakes processes in financial services. Our clients include trust companies, fund administrators and private banks that need consistent, auditable classification across multiple jurisdictions. By replacing manual review with intelligent automation, we help firms save time, reduce operational risk and maintain regulator ready audit trails. We’re a small, expert team building technology that matters.

Role Description

• We are seeking a proactive and motivated Business Development Associate to support WealthComply’s commercial growth
• This role is ideal for an individual with 2+ years of experience who is confident speaking with clients, highly organised and eager to develop within a sales and business development function
• You will play a central role in driving outreach, supporting client engagement and ensuring our sales pipeline and marketing efforts are effectively executed
• This position is ideal for someone who is confident engaging with senior stakeholders and eager to pursue growth opportunities into other senior position.

Key Responsibilities

• Research and identify prospective clients within target markets such as wealth managers, trust companies, fund administrators and private banks
• Make introductory outreach calls, schedule meetings and follow up with leads generated through campaigns or referrals
• Prepare briefing notes and client summaries to support meetings and ongoing sales activity
• Keep the CRM system up to date, ensuring the pipeline remains accurate and well organised
• Help refine sales and marketing materials; review messaging and presentations to ensure consistency and professionalism
• Work closely with the marketing team on campaigns, outbound initiatives and event coordination
• Monitor and report on lead activity, conversion rates and overall client engagement trends
• Share feedback and new ideas to strengthen sales processes and improve communication with prospective clients

Qualifications

• 2+ years of professional experience in a commercial, client facing, or business development role (preferably in technology, financial services, or a related sector)
• Confident communicator who can engage senior professionals with professionalism and credibility
• Strong organisational and research skills, with an ability to manage multiple priorities
• High level of initiative and curiosity, with a willingness to learn about compliance technology and wealth management
• Collaborative approach with excellent written and verbal communication skills
• Tech savvy with proficiency in CRM tools, Microsoft Office and digital communication platforms
• Excellent command of spoken and written English, with the ability to communicate complex ideas clearly and confidently in a business context

Nice to Have

• Familiarity with FATCA, CRS, or related compliance topics
• Exposure to trust companies, private banks or fund administrators
• Interest in fintech and how compliance technology supports financial institutions
• Experience in a dynamic or early stage company environment

Compensation

• Competitive base salary, performance-linked bonus
• Details discussed during the interview process