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Associate Vice President of Sales – Wealth Management
CFRA Research. Own the full sales cycle — prospecting, pitching, negotiating, and closing new business .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the full sales cycle within financial services, with a strong focus on building relationships and exceeding sales targets. Proficient in investment research and equity markets, with the ability to tailor solutions to client needs and provide market feedback.
Highest-signal resume keywords
Sales Experience In Financial ServicesInvestment Research UnderstandingRelationship Building SkillsFluency In French And/or GermanTrack Record Of Meeting Sales Targets
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cycle ManagementProspectingNegotiatingClosing New BusinessPipeline ManagementMarket Feedback AnalysisSales KPIs AchievementResearch Sales ExperienceData Product SalesAnalytics Product Sales
Soft Skills
Excellent CommunicationNetworking SkillsSelf-StarterRelationship-BuildingEngagement With Senior Decision-Makers
Industry Keywords
Wealth ManagementPrivate BankingFinancial AdvisorsFCA-Regulated IndustryClient SuccessCold CallingProactive OutreachClient RetentionIndustry EventsCompetitive Positioning
About the role
Key responsibilities & impact- 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
- Work alongside the BDR 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
Requirements
What you’ll need- 3–5 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
- Strong networker who can build relationships and a book of business from scratch, even without an existing industry network
- 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
- Prior research sales experience preferred
- Experience selling into wealth and private banking firms in Switzerland and Singapore preferred
- FCA-regulated industry experience preferred
Benefits
Comp & perks- 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