Sales,Strategy & Marketing Lead

This role is responsible for crafting and executing integrated strategies that drive revenue growth, expand market share, and enhance brand awareness.

Sales, Strategy & Marketing Lead

Position Description

Reporting directly to the Chief Executive Officer, this role is responsible for crafting and executing integrated strategies that drive revenue growth, expand market share, and enhance brand awareness. You will work cross-functionally to align sales targets, marketing campaigns, and corporate strategy to ensure the company’s continued success in a competitive financial services environment.

Key Responsibilities

• Develop and implement sales and marketing strategies to meet business growth objectives
• Identify new market opportunities, partnerships, and client segments
• Manage and mentor the business development and marketing team
• Lead the execution of targeted campaigns and promotional activities
• Analyze client needs, market trends, and competitor activity to inform strategy
• Work closely with product development and investment teams to align offerings with client demand
• Monitor and report on KPIs and ROI for marketing and sales initiatives

Qualifications & Experience

• Bachelor’s degree in business, Marketing, Finance, or a related field; MBA preferred
• Minimum 7 years of experience in sales, marketing, or strategic planning roles within financial services
• Proven success in developing and implementing sales and marketing strategies
• Strong leadership, negotiation, and analytical skills
• Excellent communication and stakeholder management abilities