Private Client Sales Director – Financial Services

About the role

This remote‑first position is for a Level 4 qualified Financial Advisor who will lead new‑business development for a US asset‑management firm with over £200 billion under management. You will work from home or from the company’s Canary Wharf office, converting marketing‑generated leads into investment relationships.

Key responsibilities

• Contact and qualify leads supplied by the marketing team.
• Conduct initial discovery meetings with prospective private‑client investors.
• Present the firm’s product suite and secure investment commitments.
• Hand over successful prospects to client‑relationship managers for ongoing service.
• Maintain accurate records of interactions and pipeline status.

Required profile

• Proven new‑business sales experience within financial services.
• Level 4 FCA‑recognised qualification (reference BBBH26201).
• Ambitious earnings mindset, aiming for high commission potential.
• Ability to work autonomously in a remote environment.

Required skills

What we offer

• £60,000 base salary plus uncapped commission (OTE £100k‑£500k+).
• 14% pension contribution.
• Quarterly and bi‑annual bonuses.
• Comprehensive training programme (first 4 weeks, two days in London).
• Remote working flexibility with paid access to the Canary Wharf office.