Sales - Lead (Wealth) | PMS | Capitalmind Financial Services

Sales Lead - PMS | Capitalmind | Experience: 7–10 Years

Build relationships. Unlock new markets. Compound growth.

About Capitalmind

At Capitalmind, we believe wealth creation is a long game. It requires clear thinking, disciplined investing, transparency and the conviction to look beyond market noise.

We are building an investment-led financial services business grounded in evidence-based investing, quantitative research and a long-term approach to wealth creation. Our ambition is to build a differentiated investment franchise for investors who value a robust investment process over market narratives.

The opportunity: Build beyond existing playbook

As we scale our PMS business, we are looking for a sales leader who can go beyond conventional distribution, identify untapped opportunities and build new avenues for sustainable AUM growth.

This role offers the opportunity to shape our distribution ecosystem, develop strategic partnerships and help define the next phase of Capitalmind PMS's growth.

What will you drive:

1. Unlock New Growth Avenues

• Identify and develop new sources of AUM across wealth management firms, private banks, independent wealth advisors, family offices and HNI/UHNI networks.
• Explore new markets, client segments and strategic partnerships, translating opportunities into actionable growth plans.

2. Build and Scale the Distribution Franchise

• Expand and activate a high-quality distribution network, building relationships that generate sustained business rather than one-time inflows.
• Deepen partner engagement through investment insights, product education and consistent relationship management.

3. Own AUM Growth and Business Outcomes

• Drive net inflows, AUM and revenue growth through a healthy pipeline, effective conversion and disciplined business development.
• Balance near-term targets with the long-term quality, diversification and sustainability of the AUM franchise.
  

4. Take the Capitalmind Investment Story to Market

• Articulate Capitalmind's investment philosophy and differentiated proposition, helping partners connect our investment approach with their clients portfolio needs.
• Translate quantitative strategies and investment concepts into clear, credible conversations grounded in transparency and investor interests.
  

5. Bring Market Intelligence and Strategic Thinking

• Track competitor positioning, distributor needs and emerging market opportunities to identify gaps and strengthen our distribution strategy.
• Collaborate with investment, product, marketing and leadership teams to turn market insights into actionable growth initiatives.

What We Are Looking For

• Relevant Experience: 7–10 years in financial services sales, distribution or business development, preferably with meaningful exposure to PMS, wealth management or investment products.
• Distribution Network: Established relationships across wealth managers, private banks, IFAs, independent wealth advisors, family offices or other relevant HNI distribution channels.
• Commercial Track Record: Demonstrated ability to generate business, influence investment flows, build a credible pipeline and convert relationships into measurable outcomes.
• Investment Acumen: Ability to understand and communicate investment products, portfolio strategies, risk-return trade-offs and the importance of a disciplined investment process.

Experience in building distribution for a growing PMS or wealth management business will be an advantage. Strong relationships and demonstrated outcomes will matter more than the size of an existing contact list.

The Mindset That Will Help You Succeed

• A Builder's Mindset: You create opportunities rather than wait for them, open new doors and turn market potential into repeatable business.
• Investor-First Thinking: You build trust through credibility, transparency and consistency, prioritising sustainable AUM over short-term wins.

Why Capitalmind

• Room to Build: Help shape the next phase of a differentiated investment franchise, with meaningful ownership of new distribution opportunities and business outcomes.
• Intellectual Depth and Impact: Work alongside teams focused on quantitative research and evidence-based investing, with the opportunity to influence how Capitalmind PMS grows.

How to apply

If you have the relationships, commercial instinct and ambition to unlock new growth opportunities in the PMS industry, we would like to hear from you.

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At Capitalmind, we value capability, integrity and a commitment to putting the investor first.