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ISS | Institutional Shareholder Services

Proxy advisory and ESG data analytics

New Business Development Executive

Account ExecutivePosted on Nov 11
Full-timeBoston, MA, USA

About the Job

Requirements

  • A minimum of 5 years of successful enterprise sales experience selling SaaS, data, analytics, technology, or research solutions into the financial services industry, including experience selling to wealth management firms, registered investment advisors, broker-dealers, asset managers, insurance carriers, or retirement plan providers.
  • Ability to network and build relationships with senior leaders at top global asset managers, wealth management firms, and insurance providers.
  • A bachelor's degree from an accredited university or equivalent industry experience.
  • A proven track record of consistently achieving or exceeding new business sales quotas through proactive prospecting and new client acquisition.
  • Demonstrated experience generating opportunities through cold calling, email outreach, networking, referrals, conferences, and social selling.
  • A strong understanding of the financial services ecosystem, including wealth management, asset management, insurance, retirement, and intermediary distribution channels.
  • Experience working in a high-velocity sales environment and managing multiple tasks.
  • Experience identifying prospect needs and concerns.
  • Strong written and oral communication, presentation, and organizational skills.
  • In-person and virtual presentation skills, including the ability to navigate multiple web pages and programs seamlessly.
  • Professionalism and analytical, conceptualization, and problem-solving skills.
  • Ability to engage prospects to learn critical information about their businesses and analyze complex business issues to drive adoption of solutions and services.
  • Ability to work creatively under pressure and meet deadlines.
  • Ability to learn new business, data, and technology concepts.

Responsibilities

  • Drive the complete new-logo sales cycle, from prospect identification and outreach through discovery, proposal, negotiation, and close within the assigned territory.
  • Proactively identify, prospect, and develop new business opportunities among wealth management firms, registered investment advisors, broker-dealers, asset managers, insurance carriers, retirement services firms, and other financial institutions.
  • Achieve sales goals by prioritizing activity and managing the sales pipeline.
  • Partner with the network to develop and deliver tailored business cases demonstrating the value or return on investment of the solutions.
  • Present solution benefits through in-person visits at prospect offices, industry conferences, and web-based demonstrations.
  • Work with Inside Sales Representatives and the Marketing team to ensure a seamless transition from lead generation to sales close.
  • Maintain a thorough working knowledge of the benefits and pricing for all solutions and services offered by ISS Market Intelligence and its competitors.
  • Use Salesforce.com to capture insights, notes, and context from in-person meetings, calls, and emails to support forecasting and sales-pipeline management.
  • Stay current on industry trends and develop in-depth knowledge of clients and their needs to educate them on how ISS Market Intelligence solutions and services can help them manage and transform their businesses profitably.

Desired Qualifications

  • Experience with Salesforce.com.
  • Understanding of LinkedIn Sales Navigator and how to use it to build networks and pipelines.
  • Familiarity with Microsoft Office software, including PowerPoint, Excel, Word, and Outlook.

About the Company

ISS | Institutional Shareholder Services

Proxy advisory and ESG data analytics

ISS Governance delivers governance and ESG services to institutional investors, corporations, and other market participants. It provides proxy voting advice, governance research, and ESG data analytics through subscriptions and consulting, plus specialized services like securities class action claims management. Its offerings combine research, data, and outreach across a global network to support decision-making on governance and sustainability issues. The goal is to help clients improve governance and ESG practices, make informed investment and voting decisions, and manage related risks using reliable data and insights.

Company size
1,001-5,000
Company stage
Acquired
Total funding
$3.4B
Headquarters
Rockville, MD
Founded
1985

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