CFRA Research

Independent financial research, data, and analytics.

Vice President of Sales - Wealth Management

Account ExecutiveUpdated on Nov 13

Full-timeLondon, UKNo salary listed

About the Job

Requirements

5–7 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.
An established network of wealth management and private banking relationships, with the ability to build new ones.
Strong understanding of investment research and equity markets, and how wealth managers use third-party research in their process.
A consistent track record of meeting or exceeding sales targets.
French and/or German language skills are preferred but not required.

Responsibilities

Own the full sales cycle, including 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.
Manage the BDR while working alongside them 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.

Desired Qualifications

Prior research sales experience.
Experience selling into wealth and private banking firms in Switzerland and Singapore.
FCA-regulated industry experience.

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 a VP 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
Manage the BDR while working alongside them 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

5–7 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
An established network of wealth management and private banking relationships, with the ability to build new ones
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

About the Company

CFRA Research

Independent financial research, data, and analytics.

CFRA Research provides independent investment research, data, and analytics through a global financial intelligence platform. It operates an ETF data platform that covers 1,600+ qualitative and 13,000+ global companies quantitatively, plus forensic accounting research to interpret public company financial reporting. Its offerings help investment professionals build portfolios and spot trading opportunities by delivering customizable, integrated insights without managing assets. Compared with rivals, CFRA remains unbiased and conflict-free because it does not run an asset management or investment banking business, and it emphasizes flexible content delivery and integration. The company aims to improve portfolio performance and reduce risk for clients by offering actionable, data-driven research and analytics that can be tailored to each client’s workflow.

Company size: 201-500
Company stage: Acquired
Total funding: Not listed
Headquarters: Charlottesville, VA
Founded: 1994

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