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Open nowFirst seen 36 hours ago

Associate Vice President of Sales, Wealth Management

CFRA Research6 open roles

Where
London
Work mode
Hybrid
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Your applicationOpen nowAssociate Vice President of Sales, Wealth ManagementCFRA Research · London

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Share of postings closed within
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  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 36 hours ago

The posting

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 an Associate Vice President 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.

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
  • 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

Skills, Knowledge and Expertise

  • 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 preferred, not required.
  • Preferred: prior research sales experience; experience selling into wealth and private banking firms in Switzerland and Singapore; FCA-regulated industry experience

Why CFRA

  • 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
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