VP of Sales - Wealth Management

Key Responsibilities

• Own the full sales cycle — prospecting, pitching, negotiating, and closing new business
• Build and manage a pipeline through cold calling, networking, and other proactive outreach
• Develop a deep understanding of CFRA's research and data products to tailor solutions to client needs
• Represent CFRA at industry events, conferences, and client meetings across Europe and Asia
• Partner with Research, Account Management, and Client Success teams to ensure smooth onboarding and long-term client retention
• Manage the BDR while working alongside them day-to-day — jointly setting priority target accounts and contacts, shaping campaign strategy, and dividing up outreach to maximize coverage
• Provide market feedback to leadership on competitive positioning, pricing, and product gaps
• Meet or exceed revenue targets and sales KPIs

Skills, Knowledge & Expertise

• 5–7 years of sales experience in financial services, ideally selling research, data, or analytics products into wealth management, private banking, or financial advisors
• A track record of winning new logos (whitespace/new-to-new targets) rather than growing existing accounts
• An established network of wealth management and private banking relationships, with the ability to build new ones
• Strong understanding of investment research and equity markets, and how wealth managers use third-party research in their process
• Consistent track record of meeting or exceeding sales targets
• Excellent communication and relationship-building skills, with the ability to engage senior decision-makers
• Self-starter who thrives in a small, independent, entrepreneurial environment
• Preferred: prior research sales experience; experience selling into wealth and private banking firms in Switzerland and Singapore; fluency in French or German; FCA-regulated industry experience

Benefits

• Work with a trusted, independent voice in investment research - no conflicts of interest, no investment banking ties
• Small, collaborative team where your impact is visible and valued
• Autonomy to build and own your territory
• Competitive base + uncapped commission structure

• Sick Days
• PTO
• Holiday Pay
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance
• Competitive Pay
• Performance Bonus
• Pension