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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive enterprise sales experience within the investment management industry, with a strong ability to engage C-level executives and develop long-term client relationships. Proven track record in driving new business growth and crafting tailored solutions that address complex client challenges.
Highest-signal resume keywords
Enterprise Sales ExperienceInvestment Management IndustryConsultative Sales SkillsRelationship-Building SkillsBusiness Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentPipeline ManagementProposal CraftingMarket Intelligence ContributionTechnology-Enabled Solutions Selling
Soft Skills
Confident CommunicationElite Presentation SkillsInfluencing Skills
Industry Keywords
Front OfficeMiddle OfficeBack OfficeManaged SolutionsAdvisory Services
About the role
Key responsibilities & impact- Build and execute a comprehensive territory strategy to develop a robust pipeline of net-new opportunities
- Lead consultative sales cycles with senior leaders across investment, operations, technology, and executive teams
- Position integrated service and managed solutions across Front, Middle, and Back-Office environments, including advisory and MSP/CSS offerings
- Partner with internal experts, solution consultants, and delivery teams to craft bespoke proposals
- Develop long-term client relationships that drive repeat business and establish high referenceability
- Contribute market and client intelligence to shape Linedata’s go-to-market strategy
- Drive new business growth across Linedata’s Global Services and Consulting portfolio
Requirements
What you’ll need- 7–10+ years of successful enterprise sales experience specifically within the investment management industry
- Documented history of success selling services, outsourcing, or technology-enabled solutions
- Highly comfortable engaging and influencing portfolio managers, operations leaders, CTOs, and C-level executives
- Ability to connect complex client challenges directly to commercial and operational outcomes
- Confident communication, elite presentation, and relationship-building skills
- Willingness to travel approximately 50% of the time
- Ability to develop new business in a growth environment
Benefits
Comp & perks- Sales commissions (variable, performance-based)
- Comprehensive health insurance
- Retirement plans
- Paid time off
- Wellness programs
- Uncapped commissions
- Opportunity to work with top-tier asset managers and global investment firms
- Access to a recognized fintech brand with a worldwide footprint
- Strong collaboration across sales, advisory, and service teams