V

Vichara

Asset management analytics and risk systems

Head of Sales - Financial Technology Services

Full-Time
$125k - $200k/yr
Senior
Boston, MA, USA
RemoteTravel to key markets is required as necessary.
Sales & Account ManagementAccount Executive

About the job

Requirements
  • At least 5 years of sales experience in finance or technology.
  • In-depth knowledge of structured finance products and data and analytics, with experience in these areas.
  • Ability to travel to key markets as necessary.
  • Ability to work independently and manage multiple tasks and prospects simultaneously.
Responsibilities
  • Generate new recurring license revenue by securing deals for the company's solutions.
  • Generate leads and create opportunities for products and consulting services through networking and sales relationships with clients and prospects.
  • Prospect new opportunities within the financial services market, including broker-dealers, hedge funds, fund-of-funds, and asset managers.
  • Build relationships with qualified prospects by conducting regular check-ins, presenting solutions, and addressing questions promptly and professionally.
  • Entertain prospects and clients as necessary while promoting the company's brand and reputation.
  • Handle sales activities, including negotiating and closing contracts, and work with internal contacts to support seamless implementation.
  • Represent the company at C-level meetings, industry forums, and exhibitions to build product awareness.
  • Understand and manage the sales process from end to end.
Desired Qualifications
  • Strong communication and interpersonal skills, with a professional demeanor.
  • Excellent organizational and time-management skills, with the ability to prioritize and manage multiple tasks and prospects.

About the company

V

Vichara

View
Website

Vichara provides software and services to large asset managers, investment banks, and wealth managers to value assets, manage risk, and run complex portfolios in areas like corporate credit, structured products, and real estate. It offers two main offerings: Solutions that support portfolio management, risk, and operations, and Technology Services that help firms design, build, integrate, and optimize their systems. Unlike firms that focus only on either software or consulting, Vichara combines domain-specific software with technology services to tailor and implement end-to-end workflows for large institutions. The goal is to help clients value assets accurately, control risk, and run multifaceted portfolios efficiently.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

2001

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Simplify's Take

What believers are saying

  • Vichara’s 2026 site highlights modern residential-credit and warehouse-lending product breadth.
  • Hiring a GenAI Lead Engineer and Director Finance Technology shows active product expansion.
  • Revelio estimates 316 employees in March 2026, up 24.1% since 2023.

What critics are saying

  • Consulting-heavy model faces margin pressure if clients standardize on BlackRock Aladdin or Allvue.
  • Sales hiring for recurring license revenue signals dependence on new contracts and renewals.
  • One large account loss or vendor consolidation can cripple the niche business within 12 months.

What makes Vichara unique

  • 25 years focused on mortgage, structured credit, and portfolio-risk systems.
  • Deep loan-level analytics across RMBS, CMBS, CLOs, and warehouse lending.
  • Combines software platforms with implementation services for mission-critical investment workflows.

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