Teams at CFRA Research

Manages a portfolio of distribution partners in financial services, supporting communication, product adoption, account records, usage monitoring, renewals, compliance, and partner growth. The role serves as a product expert, answers partner questions, maintains accurate CRM and account data, and collaborates with the Partnerships lead to support larger accounts and ensure successful content distribution.

Drive new-business growth for CFRA’s investment research and data solutions across European and Asian wealth management markets. Own the full sales cycle, build prospect pipelines, win new clients, tailor solutions, attend industry events, and meet revenue targets. Partner with research, account management, client success, and BDR teams while providing market feedback on competition, pricing, and product gaps.

Drive new-business growth for CFRA’s investment research and data solutions across European and Asian wealth management markets. Own the full sales cycle, build prospect pipelines, close new logos, manage a BDR, represent the company at industry events, and provide market feedback. The role requires strong wealth management and private banking relationships, investment research knowledge, quota attainment, and the ability to engage senior decision-makers.