Institutional Sales Manager – AI & FinTech

PropRec Channel; New York (NY); Hybrid; USD 180,000 - 240,000; Full time

Job summary

PropRec Channel in New York is seeking an ambitious Institutional Sales Associate to drive new business for an AI-powered platform serving hedge funds, banks and trading firms. The hybrid role combines outbound prospecting with deep engagement of senior decision-makers in financial services.

You’ll partner with a CRO, develop opportunities from first contact through to deployment, and build a scalable pipeline while learning complex capital-markets technology and workflows.

Qualifications

• 2–4 years of B2B sales experience required.
• Ability to prospect and build pipeline from scratch.
• Comfort selling to senior decision-makers in financial services.

Responsibilities

• Prospect and develop relationships with hedge funds, banks, and institutional firms.
• Build pipeline through outbound prospecting and account development.
• Research target accounts and identify business and tech opportunities.
• Engage with senior stakeholders such as Portfolio Managers, COOs, CTOs, CISOs.
• Develop understanding of institutional trading and workflows.
• Collaborate with CRO on live opportunities from first meeting to deployment.
• Conduct discovery conversations and identify genuine needs.
• Navigate objections and present compelling propositions.
• Maintain follow-up and client engagement through the sales cycle.
• Build knowledge to become a top institutional tech salesperson.

Skills

B2B sales

Outbound prospecting

Hunter mentality

Stakeholder engagement

Tools

CRM (SFDC)

Job description

PropRec Channel in New York is seeking an ambitious Institutional Sales Associate to drive new business for an AI-powered platform serving hedge funds, banks and trading firms. The hybrid role combines outbound prospecting with deep engagement of senior decision-makers in financial services.

You’ll partner with a CRO, develop opportunities from first contact through to deployment, and build a scalable pipeline while learning complex capital-markets technology and workflows.