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Q72 Capital
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Sales

Regional Business Development Partner – WealthTech

Develop Q72 Capital within an assigned market as an independent Regional Business Development Partner. Build relationships with wealth managers, family offices, asset managers and other professional investment firms, develop qualified opportunities and manage them from first contact through to commercial close.

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The role

Q72 Capital is expanding its international commercial network through independent Regional Business Development Partners. Each partner operates within an assigned territory and is responsible for developing Q72 Capital in that market. You will operate independently, build relationships with relevant investment firms and develop commercial opportunities from first contact through to contract. You will have access to the Q72 Sales Network, including our Lead Pool, CRM, product training, approved sales material and commercial support. The role is designed for people who understand their local financial-services market and can communicate credibly with professional investment decision-makers. Q72 Capital provides portfolio optimization and validation technology for wealth managers, family offices, independent asset managers and other professional investment firms. The platform is already built and commercially available. Your role is to develop the market around it.

Responsibilities

  • Develop Q72 Capital within your assigned territory.
  • Identify and engage relevant wealth managers, family offices, independent asset managers, RIAs, OCIOs, asset managers, investment boutiques and other professional investment firms.
  • Work with opportunities from the Q72 Lead Pool as well as prospects you identify independently.
  • Build relationships with CIOs, founders, portfolio managers, investment directors and other relevant decision-makers.
  • Qualify prospects based on commercial fit, investment process and actual use case.
  • Present Q72 and explain its portfolio optimization and validation capabilities in a commercially relevant and technically credible way.
  • Manage opportunities from initial contact through qualification, product demonstration, commercial discussion and contract close.
  • Maintain accurate account, contact, activity and next-step information in the Q72 Sales platform.
  • Follow Q72 lead ownership and territory rules.
  • Use approved Q72 positioning, claims and sales materials when communicating externally.
  • Share relevant market intelligence, objections, competitive information and client requirements with Q72.
  • Coordinate with Q72 on technical demonstrations, product questions and complex commercial opportunities.

Qualifications

  • Relevant experience in B2B sales, business development, partnerships, client coverage or commercial consulting within financial services.
  • Experience in WealthTech, FinTech, wealth management, asset management, investment technology, financial data or adjacent professional investment markets is strongly preferred.
  • Good understanding of how professional investment firms operate and make purchasing decisions.
  • Ability to communicate credibly with senior financial decision-makers.
  • Existing relationships with wealth managers, family offices, asset managers or similar firms are a strong advantage.
  • Ability to develop a market independently rather than relying exclusively on centrally provided leads.
  • Commercial discipline and consistent CRM usage.
  • Ability to understand and explain a quantitative financial product without overstating its capabilities.
  • Strong communication skills in the relevant local market language.
  • Professional business English.
  • Comfortable operating independently under a performance-based commercial model.

What we offer

  • Defined territory responsibility within the Q72 Sales Network.
  • Access to Q72's growing Lead Pool based on your assigned territory.
  • Freedom to generate and develop your own opportunities in addition to Q72-provided leads.
  • Commission-based compensation directly linked to successfully generated business.
  • Q72 Sales platform with CRM, lead ownership and commission tracking.
  • Product onboarding and access to the Q72 Academy.
  • Approved pitch material, product documentation and sales resources.
  • Support from Q72 for product demonstrations and technical questions.
  • Remote and independently managed working model.
  • Opportunity to expand into additional territories based on performance and market coverage.

Working hours

Flexible and self-managed. No fixed working hours. Availability should align with clients and prospects within the assigned territory.

Experience

3+ years of relevant experience in B2B sales, business development, partnerships, client coverage or financial services is preferred. Strong market access and relevant relationships may outweigh formal years of experience.

Education

A degree in finance, economics, business, mathematics or a related discipline is helpful but not required. Relevant industry experience, market knowledge and commercial ability are more important.