Sales Executive, Financial Institutions

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!