Job Title: Portfolio Sales Director – APAC Region
Job Description
The APAC wealth management and institutional investment sector is experiencing rapid growth, driven by the increasing demand for advanced portfolio intelligence solutions. As a result, we are seeking an experienced sales professional to lead our regional expansion in Australia and beyond.
This role presents a unique opportunity to bring cutting-edge investment technology to a market that is ripe for transformation. The successful candidate will be responsible for developing and executing a strategic sales plan to drive client acquisition and revenue growth across the region.
Main Responsibilities:
* Develop and execute a comprehensive sales strategy to drive business growth and deepen client relationships in the APAC region.
* Engage with key decision-makers, including CIOs, portfolio managers, wealth advisors, and investment leaders, to understand their challenges and demonstrate how our platform delivers value.
* Build and lead a high-performance sales team, scaling operations to support market expansion and ensuring a unified approach to sales, marketing, and client success.
* Leverage deep industry knowledge to position our firm as a strategic partner for sophisticated investors, providing expert guidance on portfolio management and risk analytics.
Requirements:
* A proven sales leader with experience selling investment technology, portfolio management software, or financial data solutions to institutional clients.
* A strong network within Australia's investment ecosystem, particularly with family offices, private banks, asset managers, or pension funds.
* Experience in complex B2B sales cycles, engaging with high-level decision-makers and managing long-term relationships.
* A commercially driven mindset, comfortable in both hands-on sales execution and high-level strategic planning.
* A deep understanding of investment workflows, multi-asset class portfolio management, and risk analytics.
* Fluent in English; additional languages (Mandarin, Cantonese, Japanese) are a plus for broader APAC coverage.
Benefits:
* Career progression opportunities within a global organization.
* A dynamic work environment that fosters innovation and collaboration.
* The chance to work with a leading-edge investment technology platform that is transforming the way institutional investors and family offices manage their assets.
About Us:
We are a market-leading provider of portfolio management and analytics solutions, dedicated to helping institutional investors and family offices make informed decisions in a rapidly changing investment landscape.