Job Description

The Vice President of Sales at CFRA plays a key role in establishing relationships with potential clients in the Wealth market segment They will be responsible for identifying new, potential CFRA clients by proactively presenting CFRA's leading research, analytics and advisory services.
Key Responsibilities


With the assistance of a Business Development Representative (BDR), prospect and build a sales pipeline through leads generated via outbound calling, email communications, and other direct marketing methods Diagnose prospect challenges and demonstrate solutions using CFRA products and services Track activities through Salesforce Develop and Coordinate Marketing Campaigns including email, webinar, partners tradeshows, and events Coordinate RFP responses Collaborate with Account Management team members to successfully transition accounts and identify potential opportunities to upsell new relationships Work with Product Management and Product Development to create solutions to meet needs and add value to prospects investment process




Skills, Knowledge and Expertise


Candidates must have a clear track record of excellence in several categories, including achievement of sales goals, teamwork, professionalism, communications, organization, and client service. Candidates should also possess: 5+ years of experience selling research products and solutions to wealth management Experience closing 6 figure annual subscriptions Excellent presentation, verbal, written, and interpersonal skill Ability to build strong and lasting relationships with key decision makers Ability to work well independently and be self-motivated Keen interest in financial research and investment analysis Strong passion for persuasion, especially around complicated and intellectually challenging issues Superior verbal and written communication skills Demonstrated ability to read and understand people Bachelor's degree

Ability to work in-office 10 days a month

More broadly, we seek bright, positive, and flexible people who:Act with the highest integrity and professionalism in all their endeavors Partner with others to reach common goals Have creative and entrepreneurial mindset; are interested in helping to build a business and to be compensated according to performance Have demonstrated ability and initiative to handle increasing responsibility over time Benefits


Sick Days PTO Holiday Pay Health, Dental, & Vision Insurance Company paid Life & Disability Insurance Competitive Pay Performance Bonus Pension




About CFRA


CFRA is a leading independent investment insights and data analytics company. Through an unmatched multidisciplinary approach to investment research, including expert lenses on forensic accounting, fundamental, policy, legal, fund, and technical research, CFRA provides actionable analytics to make better investment and business decisions. CFRA is results-oriented, we place an unwavering priority on the quality of our research, from the productivity and performance of our analysts to the success of our client relationships. Over 2,000 clients rely on CFRA's proprietary research conducted by experts who uniquely analyze industries, funds and companies of interest with our time-tested and rigorous research methodology.



On October 1, 2016, CFRA acquired S&P Global's Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920's and has amassed a worldwide base of investing clients.



With the addition of Washington Analysis in 2021, CFRA further strengthens its already robust research and data offerings. CFRA clients will now be able to leverage Washington Analysis' unique and in-depth research specializing in identifying risks and opportunities across asset-classes emanating from U.S. courts, Congress, and regulators, at both the state and federal levels.

The combined firm is committed to being the world's leading independent investment research firm with ~90 global analysts, authoring in-depth qualitative research on 1,600+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 73 Industries, 19,000+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.

Founded as the "Center for Financial Research and Analysis" in 1994, today our company is simply known as CFRA. However, our mission remains to be the "center" for our global clients by providing independent, differentiated, and actionable analysis to help you make better investment and business decisions.

Our clients are based in the US, Europe, Middle East, Asia, and Australia representing thousands of investment professionals and risk managers at leading hedge funds, mutual funds, pension managers, insurance companies, private equity, investment advisors, banks, regulators, corporations, and professional service organizations.