Director, Sales Strategy and Operations

Summary

Join Voleon, a leading technology company in quantitative finance, as the Director, Sales Strategy and Operations. You will manage fundraising and client relationship management, leveraging your sales and marketing expertise to enhance existing relationships and build new partnerships. Working closely with senior leadership, you will play a key role in shaping Voleon's commercial initiatives and contributing to its continued success. This role offers the opportunity to make a significant impact in the world of quantitative finance. Voleon provides a competitive compensation and benefits package, including a collegial work environment and various perks. The position requires extensive experience in sales and marketing within financial services, along with team management expertise and a strong understanding of alternative investments.

Requirements

• 12+ years of experience in sales/marketing roles within financial services or at a company serving the financial industry
• 5+ years of experience managing teams
• Strong understanding of alternative investment products, capital markets, portfolio management, and other investment concepts
• Excellent analytical, communication, and process management skills
• Proficiency in CRM software and sales management and analytics tools
• Eagerness to work with diverse teams
• Bachelor's degree

Responsibilities

• Co-manage Voleon’s Investor Relations and Client Research teams in partnership with the Global Head of Investor Relations and Business Development
• Provide coaching, training, and professional development opportunities to enhance sales and relationship management effectiveness
• Conduct regular performance reviews and implement action plans to develop star performers and support underperforming team members
• Foster a results-driven and collaborative team culture that aligns with the firm’s mission, values, and strategic goals
• In partnership with the Global Head of Investor Relations and Business Development, set ambitious growth and client relationship goals
• Develop and implement structured sales and relationship management processes and performance metrics
• Monitor progress vs performance metrics and goals and enforce accountability
• Work with senior leadership to refine go-to-market strategies and improve overall business development efforts
• Oversee CRM management, ensuring accurate tracking of sales activity, pipeline development, and reporting
• Oversee coordination between Investor Relations and Client Research to align content generation with commercial priorities
• Partner with Legal, Compliance, Strategy, and other operational teams to support cross functional projects and requests
• Analyze sales data and provide actionable insights to senior management for strategic decision-making
• Develop regular sales and investor relations performance reports, identifying trends, challenges, and areas for improvement

Preferred Qualifications

MBA and CFA (or comparable certifications)

Benefits

• Medical, dental and vision coverage
• Life and AD&D insurance
• 20 days of paid time off
• 9 sick days
• A 401(k) plan with a company match