VP of Sales - Wealth Management

Description

*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.### Key Responsibilities

• 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

Skills, Knowledge and Expertise

• 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


• Preferred: prior research sales experience; experience selling into wealth and private banking firms in Switzerland and Singapore; fluency in French or German; FCA\-regulated industry experience

Why CFRA

• 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

• PTO


• Holiday Pay


• Health, Dental, \& Vision Insurance


• Company paid Life \& Disability Insurance


• Competitive Pay


• Performance Bonus


• Pension

About CFRA Research

CFRA is a global leader in independent investment insights and data analytics. With a heritage dating back to the 1920s, we provide actionable analytics through a multidisciplinary approach—including forensic accounting, fundamental, and policy research.

Our team of over 90 global analysts provides in\-depth qualitative research on 1,600\+ companies and 34,000\+ funds, quantitative research on over 20,000 global companies. Headquartered in the US with a significant presence across Europe and Asia, CFRA serves over 2,000 clients. We remain committed to providing the independent, differentiated analysis our clients need to make superior investment and business decisions.

*All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.*

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