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Sales Executive

London, UK

• Full sales lifecycle management for prospective clients: lead sourcing, prospecting, closings, platform onboarding, research target markets and distribution channels, account management
• Delivery and execution of the commercial product and distribution strategy ensuring clients’ needs are factored in and met
• Help and support the design and rollout of new strategic commercial initiatives and business processes in a collaborative way
• Lead, support and execute the delivery of other projects that help local market/regional distribution transform to meet the needs of our existing and future clients
• Identify new opportunities for campaigns (marketing) that will generate leads of prospective clients
• Forecast sales targets, submit monthly progress reports, and ensure that the appropriate data is accurately entered and managed within the company’s CRM system
• Build strong relationships with internal teams across the business
• Keep up to date with regulatory requirements and compliance on private markets

Full time

About the role


PM Alpha aims to be the leading private markets solutions provider for the wealth management industry. Our full range of bespoke private investment solutions can be accessed via our flexible open architecture digital platform. Through our platform, our community of asset and wealth managers, advisors and distributors can access the power of private markets investments at exclusive institutional terms for the benefit of their clients.
Our team brings together more than 20 years’ experience as a principal investor across alternative funds and co-investments and has served some of the world’s leading private wealth clients, institutional investors, asset and wealth managers.
Our comprehensive solutions meet all the private markets product needs of wealth and asset managers.

About PM Alpha

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