Sales Executive - Financial Institutions
Location: New York, NY (Hybrid)
Department: Sales
Reports to: Head of US Sales
About the Opportunity
Our client is a leading media, events, and intelligence platform serving the asset management and wealth management industries. They are seeking a driven Sales Executive to join their growing New York team and help expand relationships with financial services firms across the US.
This is a mid-level individual contributor role focused on developing new business and growing existing client accounts across a suite of solutions, including events, advertising, sponsorships, content partnerships, and data-driven products. The ideal candidate is a proactive salesperson who enjoys building relationships, uncovering client needs, and delivering consultative solutions to senior decision-makers.
Key Responsibilities
- Drive new business development across a portfolio of media, events, sponsorship, content, and data solutions.
- Build and manage a pipeline of prospective clients within asset management, wealth management, ETFs, alternatives, and broader financial services sectors.
- Develop relationships with key stakeholders, including Heads of Distribution, Marketing, Business Development, and Executive Leadership teams.
- Manage the full sales cycle from prospecting and outreach through negotiation and close.
- Identify client objectives and provide tailored commercial solutions that align with their marketing and growth strategies.
- Expand existing client relationships through cross-selling and upselling opportunities.
- Maintain accurate pipeline reporting, forecasting, and activity tracking within the CRM.
- Partner closely with internal teams across events, content, audience development, and client success to deliver exceptional client outcomes.
- Represent the business at industry conferences, client meetings, and networking events.
- Consistently achieve and exceed monthly, quarterly, and annual revenue targets.
Qualifications
- 3-7 years of sales, business development, account management, or sponsorship sales experience.
- Demonstrated success meeting or exceeding revenue targets.
- Experience selling advertising, media, events, sponsorships, research, data, SaaS, or related solutions.
- Strong prospecting and relationship-building abilities.
- Excellent communication, presentation, and negotiation skills.
- Ability to engage senior stakeholders and develop consultative client relationships.
- Highly organized with strong pipeline management and forecasting skills.
- Bachelor's degree preferred.
Preferred Background
- Experience covering asset managers, wealth managers, fintechs, ETFs, alternatives, or capital markets clients.
- Familiarity with financial services, investment management, or B2B financial media.
- Experience selling to marketing, distribution, or business development teams.
- Experience using HubSpot, Salesforce, or similar CRM platforms.
What We're Looking For
- Commercially driven and highly motivated hunter mentality.
- Strong consultative sales approach.
- Entrepreneurial mindset and comfortable operating in a fast-paced environment.
- Ability to identify opportunities, overcome objections, and close business.
- Collaborative team player with a strong work ethic and positive attitude.
Compensation
- Base salary
- Competitive commission structure
- Comprehensive benefits package
- Hybrid work environment in New York City
- Strong career progression opportunities within a growing organization
Why Join?
This is an opportunity to join a highly respected organization with a strong presence in the asset and wealth management space. You'll have access to an established brand, a diverse suite of commercial products, and the ability to build relationships with some of the most influential firms and professionals across financial services.
Apply now!
