Wise Money Israel is an investment firm serving clients from over 30 countries, managing approximately NIS 400 million in Israeli stocks and bonds. We are a fast-growing international firm, licensed with securities regulators in Israel and the U.S., and we are expanding our team significantly in 2026. Our vision is to strengthen the Israeli economy by connecting global investors with Israel while responsibly growing client capital.

Wise Money Israel combines global perspective with local expertise to provide clients access to the Israeli capital markets through disciplined, research-driven investment management.

We are building a team of professionals who value integrity, accountability, independent thinking, and intellectual curiosity. Team members take ownership of their work, while contributing directly to the firm’s growth, and develop professionally within a focused, high-quality environment.

We are seeking a full-time Sales and Business Development Lead to lead the firm’s client acquisition and relationship-development efforts from our offices in Binyamina, Israel (adjacent to the train station). This role focuses primarily on English-speaking clients outside of Israel and involves introducing prospective clients to Wise Money Israel’s discretionary investment management services in Israeli stocks and bonds. This role is suited for a candidate who is motivated by building relationships, closing business, and playing a direct role in the firm’s growth.

Success in the first 90 days will be measured by building a qualified pipeline, generating consistent meetings with prospective clients, and demonstrating the ability to move opportunities forward in the sales process. Over time, the role will be expected to translate this pipeline into new client relationships and contributed assets under management.

Responsibilities

• Own end-to-end sales activities via leads, referrals, webinars, participating in conferences, related investment channels, etc. with investors
• Manage the full sales cycle from lead generation through onboarding coordination
• Conduct discovery and educational consultations with prospective clients
• Convincingly present the firm’s investment philosophy, fiduciary model, and Biblically Responsible Investing approach clearly and accurately
• Develop and track sales pipeline, maintain disciplined follow-up, and retain clients
• Collaborate closely with Marketing, Portfolio Management, Operations, and Compliance

Sales Execution

• Manage initial consultations with international investors, primarily from English-speaking countries
• Build trust-based relationships with Christian and faith-oriented investors
• Address client concerns regarding geopolitics, currency exposure, diversification, and moral alignment
• Ensure all sales communications and materials remain compliant with SEC and ISA regulations (after training)

Client Profile & Messaging

• Communicate effectively with investor audience interested in Israel
• Comfortably discuss stewardship, supporting Israel, faith-based investing, and long-term legacy
• Adapt messaging to investors motivated by diversification, currency exposure, or supporting Israel economically
• This role does not require specific religious beliefs, but does require effective communication that aligns with company messaging

Other

• Provide feedback regarding lead quality, objections, and messaging effectiveness
• Participate in internal training related to Israeli capital markets and regulatory requirements
• Design and implement approved automation and AI-enabled tools to improve efficiency of sales cycle management (after training)

Career Development

This role offers a clear path to expanded responsibility as Wise Money Israel grows. A successful candidate may develop into:

• Senior sales leadership
• Team development
• Business development
• Strategic partnership roles
• Pursuit of Investment Advisor or Portfolio Manager licensing with Israel and U.S. regulators

Job Requirements

• Relevant bachelor’s degree (Marketing, Business, Finance, Communications or a related field)
• 3+ years of proven success in sales or business development
• Strong professional English communication skills (written and verbal)
• Trustworthy, high level of integrity, professionalism, emotional intelligence, and a long-term, client-first mindset
• Self-motivated, growth oriented, responsive and open to feedback
• Articulate, persuasive and able to simplify complexity when speaking with prospective clients
• High level of computer literacy with email and video conferencing

Trainable Capabilities

• Financial sales experience
• Experience selling to values- or faith-based clients
• Hebrew
• CRM systems, Word, PowerPoint
• Willingness to work some hours that align with US business work hours

Compensation

A competitive salary is offered, with growth potential as the sales department and firm expand. In addition to base salary, the Sales and Business Development Lead will be eligible for performance-based incentives tied to measurable business development outcomes, such as new client onboarding, assets under management growth, and long-term client retention. Any incentive or commission structure will be designed to align with the firm’s fiduciary obligations and applicable SEC and Israel Securities Authority regulations, and will not be based on investment performance, specific product recommendations, or transaction volume. Details of any incentive plan will be documented and may evolve as the firm grows.

How to Apply
Qualified candidates are invited to submit an English résumé and examples of success in investment sales to the HR Manager at sarah@wisemoneyisrael.com. Short-listed candidates may be asked to provide professional references at a later stage of the process. All applications will be handled with strict confidentiality.