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Vice President of Sales, Wealth Management – French or German Speaker
CFRA Research. Own the full sales cycle — prospecting, pitching, negotiating, and closing new business .
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
- 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
Requirements
What you’ll need- 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
- Prior research sales experience; experience selling into wealth and private banking firms in Switzerland and Singapore; 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