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: 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
- Sick Days
- PTO
- Holiday Pay
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Performance Bonus
- Pension
Associate Vice President of Sales - Wealth Management in London employer: CFRA Research
As a leading firm in the financial services sector, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and collaboration. Our Global Sector Head role in Healthcare offers not only competitive pay and comprehensive benefits, including health insurance and performance bonuses, but also the opportunity to lead a talented team of analysts while making a significant impact in the industry. Join us to be part of a forward-thinking organisation that values innovation and integrity, providing you with the resources and support to excel in your career.
