Vice President of Sales, Wealth Management
Job description
Note: This role is primarily remote with the expectation of meeting in person in Central London up to 2 days a week. CFRA is looking for a VP of Sales to drive new business growth and expand our footprint across the wealth management markets of Europe and Asia. This is a quota-carrying, new-business role focused on building relationships with wealth management firms and private banks, and positioning CFRA's independent research and data solutions as essential to their investment process.
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 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 French and/or German language skills preferred, not required.
Preferred: prior research sales experience; experience selling into wealth and private banking firms in Switzerland and Singapore; FCA-regulated industry experience 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 Benefits Sick Days PTO Holiday Pay Health, Dental, & Vision Insurance Company paid Life & Disability Insurance Competitive Pay Performance Bonus Pension
Description copied from CFRA's careers page. Read the full posting before you apply.
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