FUNDSaiQ provides a one-of-a-kind, AI-powered B2B platform for financial advisors, empowering them to identify and monitor the 2-3% of funds that CONSISTENTLY beat passives and apply a FLEXIBLE ESG filter of their choice.

Using a combination of modern methodology, state of the art technology and a team with very strong domain expertise to address a big market ready for change. Existing platforms or processes are based on old methodology and old technology. They lack transparency, accuracy, and flexibility.

We address a large global market with a highly scalable business model. Our platform will revolutionise the market. We have a world-class team with more than 200 years combined experience from Goldman Sachs, Morgan Stanley, Citi, Julius Baer, Swedbank etc. The co-founders are based in London and Tel Aviv. We have partnerships in place with Refinitiv, MSCI, Morningstar and Curation Corp.

Sales Consultant

  • Generating, owning, and closing sales leads – specifically in the Fintech sector.
  • Helping develop sales materials for your target audience.
  • Capturing and using insight from your network of potential clients as well as Google Analytics, HubSpot/Insightly, LinkedIn to help define the audience.
  • Using HubSpot/Insightly, LinkedIn, Google Analytics etc to capture your leads, call reports, and monitor sales targets and KPIs.
  • Identifying and monitoring market trends and competitors’ actions to gain the competitive advantage
  • Working closely with the FUNDSaiQ team to help enhance our offering.
  • Develop methods and procedures to increase sales, expand markets, and promote business.
  • Work closely and coordinate with the marketing team to help develop marketing strategies and increase customer reach.
  • 10+ years of proven software sales and lead generation experience including leveraging your network and/or Google Analytics and LinkedIn (and any sales platforms i.e. HubSpot/Insightly)
  • Impressive track record in sales of sophisticated products to a technically advanced client base and generating high revenue. Preferably experience in SaaS sales to the financial services/asset/wealth management industries. Alternatively, an extensive network in asset/wealth management or financial advisory market at the management level.
  • 10+ years experience of management and leadership skills
  • The ability to think through and solve problems collaboratively, creatively, and effectively.
  • Be the face of FUNDSaiQ to prospective clients by effectively communicating our platform, our ethics and our ethos.
  • Think outside the box to develop new and unique sales tactics and incentives to drive performance.
  • The ability to multitask and juggle competing priorities.
  • The ability to work as part of a team and reach team goals.
  • Strong communicator, both face to face and on zoom/teams sales calls.
  • Strong organisational skills
  • Be self-motivated.
  • Strong analytical and data analysis capabilities.
  • Professional and effective written and oral communication skills in the English language, with the ability to discuss any issues with a wide variety of individuals and groups
  • Proficiency in core Google Workspace products (e.g., Sheets, Docs, Slides)
  • Passionate and knowledgeable about ESG products and services
  • A workplace with great talent and leaders that will inspire and challenge you daily and infinite opportunities to learn
  • An honest, entrepreneurial, and collaborative culture
  • Exposure to where you can expand your c-suite network
  • Homeworking flexibility
  • We foster a work environment that’s inclusive as well as diverse, where our people can be themselves.
  • What is your level of proficiency in English?

    Ideal answer: Professional

  • Have you completed the following level of education: Master’s Degree?

    Ideal answer: Yes

  • How many years of Business Development experience do you currently have?

    Ideal answer: 10

  • How many years of Information Technology and Services experience do you currently have?

    Ideal answer: 10