Sales Strategy and Planning

This role requires the individual to drive domestic strategic initiatives for Capital Raising, further acting as the coordination point between RMs, senior leadership, products and marketing.

Key Responsibilities

• Work directly with the Head of Client Relationship on strategic initiatives and projects to drive fundraising, from planning through execution.
• Build and maintain dashboards and MIS giving leadership visibility into the Capital Raising pipeline, RM activity, and client feedback.
• Work closely with the Marketing team to plan investor events and engagement campaigns

What We Are Looking For

• 5+ years of experience in sales strategy / business roles
• Strong analytical ability
• Comfort in dealing with senior stakeholders.
• Prior experience in managing a team will add to the candidature but is not a mandatory requirement.