Institutional Sales Executive
full-time•Milan
About this role
Who we are:
We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London.
With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.
Our vision
Our vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.
Our Core Values:
We’ve built our business on three Principles:
- Relationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else.
- Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
- Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream
What this means in practice:
At Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact.
Our diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it’s our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work.
Candidates who belong to 'Categoria protetta' (Legge 68/99) are more than welcome!
About the role
In order to expand commercial support in the context of our B2B2C partnerships with Financial Distributors we are looking for a person to join our commercial partnership team. The new joiner will be involved in the relationship with our main Partners and help the team in reaching the AUM target. In particular the candidate will support the head of the team.
Main responsibilities:
- Support and advice the Partners in order to reach the net inflow target on the co-branded investment solutions
- Act as as a point of contact for Moneyfarm, delivering an exceptional partner experience
- Build and consolidate a strong relationship with the partners, in a win-win connection
- Understand partners’ needs and requirement offering valid and scalable solutions
- Support the team in acquiring new partners
- University Master Degree in economics or finance
- Previous experience as investment consultant or institutional sales
- Highly motivated, good team player with an entrepreneurial mindset and great communication skills, while being persuasive and persevering
- Strong interest in financial markets is necessary
- Client-oriented and self-organised
- Willing to take ownership of tasks assigned
- Fluent in Italian or level C2 is a must
- Based in Milan
What you'll do
- The role involves supporting and advising partners to reach net inflow targets on co-branded investment solutions and acting as a point of contact for Moneyfarm to deliver an exceptional partner experience. The candidate will also help build strong relationships with partners and support the team in acquiring new partners.
About Moneyfarm
Moneyfarm is an award-winning pan-European digital wealth manager with 167,000 active investors and more than £5.5 billion in total assets on the platform. Launched in 2012 and headquartered in the UK, Moneyfarm has a vision to help more people improve their financial wellbeing by making personal investing simple and accessible through technology. We do this by offering investment solutions that are designed to meet a wide range of needs and goals, backed by our smart technology and the expertise of our dedicated consultants.
We are regulated by the FCA and backed by Allianz Asset Management, M&G plc, Cabot Square Capital, Poste Italiane S.p.A and United Ventures.
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Frequently Asked Questions
What does a Institutional Sales Executive do at Moneyfarm?
As a Institutional Sales Executive at Moneyfarm, you will: the role involves supporting and advising partners to reach net inflow targets on co-branded investment solutions and acting as a point of contact for Moneyfarm to deliver an exceptional partner experience. The candidate will also help build strong relationships with partners and support the team in acquiring new partners..
Is the Institutional Sales Executive position at Moneyfarm remote?
The Institutional Sales Executive position at Moneyfarm is based in Milan, Lombardy, Italy. Contact the company through Clera for specific work arrangement details.
How do I apply for the Institutional Sales Executive position at Moneyfarm?
You can apply for the Institutional Sales Executive position at Moneyfarmdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.