Investment Sales Manager Job at Strivo
At Strivo Labs, we are passionate about helping businesses scale with speed and precision. We specialise in providing end-to-end digital solutions, from custom design and MVP development to automation and content creation.
We are recruiting to fill the position below:
Job Position: Investment Sales Manager
Job Location: Lagos
About the job
- We are seeking a seasoned and well-connected Investment Sales Manager with a strong background in wealth management, private banking, or investment product sales within a financial institution.
- The successful candidate will lead investor outreach and relationship management efforts while supporting the operational execution of client investment transactions.
Responsibilities
Investor Acquisition & Relationship Management:
- Source, engage, and onboard high-net-worth individuals (HNIs), corporate investors, wealth managers, and institutional clients.
- Leverage your personal and professional network to generate and qualify investor leads across the retail and quasi-institutional segments.
- Build and maintain trust-based, long-term investor relationships through tailored investment conversations, product education, and consistent follow-up.
- Segment investor profiles and develop customized investment proposals aligned with individual risk appetite and return expectations.
Demand Generation & Fundraising Execution:
- Drive investor demand for private placement and structured fixed-income investment products.
- Lead investor presentations, pitch meetings, and product distribution activities.
- Support the design and execution of private note offerings—including drafting of term sheets, investor decks, and compliance documentation.
- Collaborate with internal teams to ensure timely handling of investor queries, transactions, and fund disbursements.
Product Structuring & Market Positioning:
- Provide feedback on investor preferences to guide the structuring of competitive investment products.
- Analyze market trends and competitor offerings to refine product positioning.
- Liaise with the credit team to align fundraising volumes with loan disbursement plans and capital utilization goals.
- Compliance, Reporting & Governance
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- 7–10 years of relevant experience in wealth management, investment product sales, private banking, or capital markets within a financial institution or fintech platform.
- Advanced degrees or certifications such as MBA, Master’s in Finance/Investment/Accounting/Marketing/Economics, ACCA, ACA, or certifications in Finance, Marketing, or Public Relations are highly desirable.
- Demonstrated success in raising capital through structured investment products and managing investor portfolios.
- Familiarity with private debt, fixed-income instruments, structured notes, or alternative yield products.
- Solid understanding of investor behavior.
Preferred:
- Prior work in digital finance, fintech lending, or alternative investment platforms (especially within Nigeria or Sub-Saharan Africa).
- Strong knowledge of Nigerian SEC rules on private placements, investment notes, and related financial instruments.
- Familiarity with CRM systems, investor onboarding platforms, and compliance tools.
- Experience coordinating multi-investor deals or syndicate investment rounds.
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