DESCRIPTION

The VP of Sales will play a key role in expanding the reach of our policy and legal research of CFRA business Washington Analysis. This individual will be responsible for driving business growth, promoting our research offerings, and serving as a strategic link between our analysts and the investment community.

SKILLS, KNOWLEDGE AND EXPERTISE

• Bachelor’s degree in political science, Economics, Finance, Business, or a related field
• 5+ years of experience in institutional sales- holding direct quota
• Strong preference for candidates with a track record of selling research to institutional investors
• Understanding of U.S. policy and legal environment and impacts on public and private markets
• Excellent communication, presentation, and relationship-building skills
• Proven ability to translate complex policy issues into investment-relevant insights
• Self-motivated, intellectually curious, and team-oriented

• With support from a Business Development Rep (BDR) develop relationships with prospects (largely hedge funds, mutual funds, alternative asset managers, and other institutional firms) to continually build pipeline
• Promote and sell policy and legal research products, analyst access, and custom research engagements
• Achieve new sales quota
• Collaborate with research analysts to understand and communicate key policy and legal themes and actionable investment thesis
• Identify and communicate client focus and needs to support alignment of research offerings with investment strategies
• Maintain data in Salesforce to ensure transparency and accurate forecasting and reporting
• Organize client meetings, webinars, and analyst roadshows
• Stay abreast of political and regulatory developments relevant to financial markets