Sales Executive, Zephyr - Wealth Management Software

Overview

Company

Description:

We're part of Informa, a global business with a network of trusted brands in specialist markets across more than 30 countries, and a member of the FTSE 100. Our purpose is to connect our customers to information and people that help them know more, do more and be more. No other company in the world helps more people share professional knowledge or make business connections.

We run around 800 events each year, create digital platforms based on engaging news and information content, and operate professional development programs for individuals and businesses.

• Serve as a domain expert, thoroughly understanding the business needs of financial professionals and clearly demonstrating how the Zephyr Platform, PSN data, and Zephyr API solve client challenges and create value.
• Maintain in-depth knowledge of Zephyr s portfolio analysis tools, performance reporting features, and cloud-based technology, including how they support financial decision-making and client relationship management.
• Develop and expand the sales pipeline through proactive prospecting, outreach, and leveraging existing industry contacts within the financial services sector.
• Adhere to Zephyr s structured sales process, including following set timelines, collaborating with internal stakeholders, and maintaining detailed records of all client interactions in Salesforce.
• Create and implement strategic sales plans aimed at engaging non-client prospects, with a focus on connecting with senior executive decision-makers within the financial advisory and wealth management industries.
• Design and execute a comprehensive sales strategy, collaborating with teams across business disciplines, including marketing and product management, to maximize sales effectiveness and revenue generation.
• Consistently meet assigned sales targets for profitable revenue growth.
• Maintain and manage a robust sales pipeline in Salesforce to ensure accurate forecasting within a margin of +/- 20%.
• Collaborate closely with Product Management and Senior Business Management to deliver competitive, tailored solutions that meet the evolving needs of financial professionals.

• Minimum of 4 years of experience in sales, with a proven track record of new business results and consistent achievement and exceeding of significant sales goals.
• Extensive experience in direct sales to the investment or financial services industry, particularly in SaaS solutions, data feeds, and APIs.
• Demonstrated expertise in selling financial technology solutions, including Fintech platforms, to diverse client bases such as financial advisors, asset managers, and institutional investors.
• Proven ability to design and execute strategic sales plans targeting senior executive decision-makers.
• Experience working effectively both collaboratively in team environments and independently with minimal supervision.
• Proficiency with Microsoft Office Suite, including Outlook, Teams, Word, and Excel, along with CRM systems such as Salesforce.
• BS/BA from an accredited college or university; advanced degree preferred.

Salary for this position is $80,000 - $100,000 base + an additional $50,000 - $60,000 in commission.

This job listing will automatically expire 3/12/2026.

We believe that great things happen when people connect face-to-face. We work in-person with each other, or with customers and partners, three days a week or more. When you re not spending time together in one of our offices or other workplaces, you get the flexibility and support to work from home or remotely.

We work hard to make sure Life at Informa is rewarding, supportive and enjoyable for everyone. Here s some of what you can expect when you join us. But don t just take our word for it - see what our colleagues have to say at

• Great community
  : a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active colleague groups and networks promoting a positive, supportive, and collaborative work environment
• Broader impact
  : take up to four days per year to volunteer, with charity match funding available too
• Career opportunity
  : the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on Linked In Learning. When it s time for the next step, we encourage and support internal job moves
• Time out
  : 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year
• Competitive benefits, including a 401k match, health, vision and dental insurance, parental leave and an ESPP offering company shares at a minimum 15% discount
• Strong wellbeing support through EAP assistance, mental health first aiders, free access to a wellness app and more
• Recognition for great work, with global awards and kudos programs
• As an international company, the chance to collaborate with…