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Third Bridge Group

Expert network firm enabling due diligence

Vice President New Business Sales - Credit & Public Equities Clients

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • Seven to ten years of demonstrated success in business-to-business new-business sales, ideally selling to institutional investors or other sophisticated financial-services clients.
  • Knowledge of the investment research process and an understanding of how Public Equity and Credit investors evaluate companies and investment opportunities.
  • A proven track record of meeting or exceeding new-business quotas.
  • Demonstrated ability to prospect, develop and close new client relationships.
  • Experience managing complex, end-to-end sales cycles involving multiple stakeholders.
  • Strong understanding of pipeline management, forecasting and customer relationship management discipline.
  • Ability to develop credibility and build relationships with senior investment professionals.
  • A consultative sales approach and the ability to uncover client needs and connect those needs to relevant research solutions.
  • A Bachelor's degree is preferred.

Responsibilities

  • Drive new client acquisition across Third Bridge's Credit & Public Equities business in North America.
  • Identify and prospect investment firms and investment professionals that fit Third Bridge's client profile.
  • Develop relationships with key decision-makers and research users across Public Equity and Credit investment organizations.
  • Build a deep understanding of prospective clients' investment strategies, research workflows and knowledge gaps, and demonstrate how Third Bridge's expert insights and content can support their investment process.
  • Demonstrate Third Bridge's value proposition across its suite of primary research services, including expert calls and Third Bridge's content Library.
  • Own the complete new-business sales cycle from prospecting and qualification through presentations, negotiation and successful conversion.
  • Build and maintain a strong pipeline of qualified opportunities and consistently deliver against new-business quota.
  • Develop and conduct effective presentations with senior investment professionals and other key decision-makers.
  • Navigate sophisticated institutional investment organizations and develop relationships with multiple stakeholders throughout the sales process.
  • Identify opportunities across different investment strategies, including Public Equity, private credit, leveraged finance, CLOs, BDCs and special situations.
  • Leverage Sales Associates for prospect research, lead generation, outreach and appointment setting.
  • Maintain accurate pipeline management and weekly sales forecasts.
  • Work closely with CPE Client Services and Account Management to ensure successful onboarding and transition of newly acquired clients.
  • Identify opportunities for additional products, users and cross-selling as new client relationships develop.
  • Maintain a strong understanding of developments across the Public Equity and Credit investment landscape and use that knowledge to engage prospects consultatively.

Desired Qualifications

  • Experience selling into Public Equity, Credit, asset management, hedge fund or broader institutional investment organizations is highly desirable.
  • Experience selling research, data, information services, financial technology, market intelligence or other subscription-based solutions to investment professionals is strongly preferred.

About the Company

Third Bridge Group

Expert network firm enabling due diligence

Third Bridge Group is a primary research firm that helps investment-focused clients make informed decisions by connecting them with subject matter experts. Its two main services are Connections, which offers direct one-on-one phone consultations with custom-recruited experts, and Forum, a library of more than 65,000 expert interview transcripts. Revenue comes from charging for consultations and access to the transcript library. The company serves a global client base including private equity funds, hedge funds, asset managers, and management consultancies, with offices across North America, Europe, and Asia and over 1,500 employees. It differentiates itself through its vetted network of experts and its focus on human insights to solve information challenges, backed by private equity investors like IK and Astorg. The goal is to provide timely, actionable investment intelligence to support sourcing, due diligence, and portfolio value creation.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
2007

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