Associate Vice President of Sales, Wealth Management

Department: Sales

Employment Type: Full Time

Location: London, UK

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.

• 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

• 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

• 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