Job description
The VP of Sales role drives new business growth and will expand our footprint across the UK wealth management market. This is a quota-carrying sales role responsible for building relationships with wealth management firms, RIAs, and private banks, and positioning CFRA's independent research and data solutions as essential to their investment process.
- Own the full sales cycle for UK wealth management clients — prospecting, pitching, negotiating, and closing
- Build and manage a pipeline of wealth management firms, private banks, and RIAs
- 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 the UK
- Partner with Research and Client Success teams to ensure smooth onboarding and long-term client retention
- 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, UK wealth managers, private banks, and advisory firms
- Established network of relationships within UK wealth management firms Ability to network within UK wealth management firms and build strong connections
- Strong understanding of investment research, equity markets, and how wealth managers use third-party research in their process
- Track record of consistently meeting or exceeding sales targets
- Excellent communication and relationship-building skills — comfortable engaging with senior decision-makers
- Self-starter who thrives in a small, independent, entrepreneurial environment
- Fluency in French or German required (both ideal) to support business development across European wealth management clients
- FCA-regulated industry experience a plus
- Work with a trusted, independent voice in investment research — no conflicts of interest, no investment banking ties
- Small, collaborative team where your impact is visible and valued
- Autonomy to build and own your territory
- Competitive base + uncapped commission structure
Benefits
- Sick Days
- PTO
- Holiday Pay
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Performance Bonus
- Pension
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