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The Role
Drive new business growth across European and Asian wealth management markets. Own the full sales cycle, build prospect pipelines, sell investment research and data solutions, develop senior client relationships, attend industry events, collaborate on onboarding and retention, provide market feedback, and achieve revenue targets.
Summary Generated by Built In
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.
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
Benefits
- Sick Days
- PTO
- Holiday Pay
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Performance Bonus
- Pension
About
CFRA is a global leader in independent investment insights and data analytics. With a heritage dating back to the 1920s, we provide actionable analytics through a multidisciplinary approach—including forensic accounting, fundamental, and policy research.Our team of over 90 global analysts provides in-depth qualitative research on 1,600+ companies and 34,000+ funds, quantitative research on over 20,000 global companies. Headquartered in the US with a significant presence across Europe and Asia, CFRA serves over 2,000 clients. We remain committed to providing the independent, differentiated analysis our clients need to make superior investment and business decisions.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Skills Required
- 3–5 years of sales experience in financial services
- Experience selling research, data, or analytics products into wealth management, private banking, or financial advisory firms
- Track record of winning new logos and developing new business
- Understanding of investment research, equity markets, and third-party research usage by wealth managers
- Consistent record of meeting or exceeding sales targets
- Excellent communication and relationship-building skills with senior decision-makers
- Ability to build relationships and a book of business from scratch
- Self-starter comfortable in an entrepreneurial environment
- French and/or German language skills
- Prior research sales experience
- Experience selling to wealth and private banking firms in Switzerland and Singapore
- FCA-regulated industry experience
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The Company
What We Do
CFRA is a global leader in financial intelligence solutions and insights. Our experienced team of experts delivers timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions. Founded as the Center for Financial Research and Analysis in 1994, today our company is simply known as CFRA. Our proprietary approach blends a unique mix of fundamental equity, forensic accounting, fund, public policy and technical research with data, analytics and next-gen technology to arm clients with the financial intelligence required to meet their business and investing goals. We are fiercely independent, we are client obsessed, and our mission is simply to be the most trusted global source of independent financial intelligence and innovation.
