Sales Specialist, Financial Institutions

About the role

The firm is hiring a Sales Individual Contributor to support continued U.S. growth. This role is ideal for someone early in their sales career who is excited to build relationships, develop new business, and grow within a consultative, performance-driven sales environment. This is a pure IC role with no people management responsibility.

Key Responsibilities

• Drive new business development across a defined client base within asset and wealth management
• Build and manage relationships with prospects and clients, positioning a multi-product offering (digital, data, events, partnerships)
• Own the full sales cycle, from prospecting and outreach through close and ongoing account management
• Develop a strong understanding of the firm’s products, audiences, and value proposition
• Maintain accurate pipeline management and activity tracking within the CRM
• Collaborate closely with senior sales leadership, marketing, events, and editorial teams
• Stay informed on industry trends within financial services, asset management, and investing

Desired Profile

• 5–10 years of experience in sales, business development, account management, or commercial roles
• Exposure to financial services, media, data, or information-based products is a plus
• Comfortable in a client-facing, quota-carrying role with clear performance expectations
• Consultative communication style with strong relationship-building skills
• Highly organized, proactive, and motivated to grow in a fast-paced environment
• Interest in the investment, asset management, or wealth management space

Location & Working Model

Based in NYC or the West Coast
Hybrid working model with office presence alongside a collaborative sales team

Why This Role

• Strong brand recognition and established presence with financial services clients
• Clear development path within a growing U.S. commercial organization
• Exposure to a diverse, multi-line revenue sales model
• Opportunity to learn directly from experienced sales leadership