Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion.
Reporting to the Global Head of ETF Capital Markets and Distribution, your key mission would be to execute strategies to drive sales of Waystone ETFs across our key client segments: Financial Intermediaries, Institutional Asset Owners and Institutional Asset Managers.
Following the launch of the Waystone ETF division we are delighted to be broadening the team to support further expansion. Together we will continue to build a client focused, collaborative and dynamic sales team. We are looking for a self-motivated and detail orientated individual to take ownership of their work and make a meaningful difference on the team to create efficiencies, strengthen and grow Waystone client ETFs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Develop and execute sales strategies to achieve sales targets and revenue goals for client ETFs.
- Identify and prospect new business opportunities by targeting Financial Intermediaries, Institutional Asset Owners and Institutional Asset Managers.
- Lead from the front to identify and anticipate client requirements, expectations and needs.
- Build and maintain strong relationships with key decision-makers and influencers within target accounts.
- Educate and provide product knowledge to clients, highlighting the unique features and benefits of the Waystone ETF offering.
- Conduct presentations, peer analysis and product demonstrations to showcase the value proposition of client ETFs.
- Collaborate with internal teams, including marketing, product development, and portfolio management, to support sales efforts and address client needs.
- Stay updated on industry trends, competitive landscape, and regulatory changes affecting the ETF market.
- Monitor and analyse sales performance metrics, providing regular reports and recommendations to management.
- Identify and establish relationships with all major digital platforms across markets.
- Participate in industry conferences, seminars, and networking events to enhance visibility and generate leads.
- SME on ETFs, keeping abreast of market developments, competitor activities, and investor preferences.
Experience & Education:
- Bachelor's degree in finance, business, economics, or a related field.
- Significant industry distribution experience.
- Proven track record of success in sales within ETFs and similar investment products.
- Strong knowledge of ETFs, including their structure, mechanics, and benefits compared to other investment vehicles.
- Demonstrated experience in selling to institutional clients, financial advisors, and wealth management firms.
- Excellent communication and presentation skills, with the ability to effectively articulate complex investment concepts.
- Strong relationship-building and networking skills, with a customer-centric approach.
- Ability to work independently, manage multiple priorities, and meet aggressive sales targets.
- Analytical mindset, with the ability to analyse market trends, competitor strategies, and client needs.
- Proficiency in using CRM software and other sales tools to track leads, manage pipeline, and generate reports.
