Sr. Sales Executive (Asset Management)

Trevose Partners; New York (NY); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Annual bonus

Job summary

A leading financial services firm in New York is seeking an experienced Sales Executive to drive new business from US-based Asset Managers. You will be responsible for selling a comprehensive post-trade processing platform and developing account strategies with a focus on data-driven decision making. The role offers competitive compensation and requires significant experience in financial services sales.

Qualifications

• 8-10+ years of experience selling Middle/Back-Office post-trade solutions.
• Experience in scaling and building client verticals.
• Successful track record with large financial institutions.

Responsibilities

• Drive the full sales cycle from prospecting to closing.
• Develop territory and account strategies.
• Coach and mentor a Junior Sales Associate.

Skills

Sales experience in financial services

Data-driven decision making

Stakeholder management

Job description

Overview

Our client is an established leader in the Post-Trade landscape servicing the largest Buy and Sell-Side institutions. They offer an extensive product portfolio and have built a best-in-class platform to service the entire post-trade lifecycle.

This is a strategic role focused on winning new business from US-based Asset Managers. You’ll be selling a comprehensive post-trade processing and workflow platform that supports clients across OTC Derivatives, FX, and Fixed Income. They offer a wide portfolio of solutions with notable support for Trade Capture & Reporting, Reconciliations, Collateral and Margin Analytics.

You\'ll have the support of a Junior Sales Associate (for lead gen, pricing coordination, and client prep), allowing you to focus on high-value client engagement, pipeline strategy, and sourcing new business. You\'ll also work closely with senior leadership in developing your sales strategies and advise their global offices on how to replicate your success.

It\'s important they find someone who\'s experienced and savvy in developing, expanding large regional territories fluent in the Post-Trade Lifecycle and engaging with Executive/Senior middle and back-office personas.

Key Responsibilities

• Drive the full sales cycle from prospecting to close across US-based Traditional Asset Managers (Mutual Funds, Pension, Insurance, etc.).
• Develop territory, account strategies working closely with their Head of Buy-Side Sales to lead efforts to replicate your approach globally
• Coach and mentor a Junior Sales Associate to support day-to-day operations and sourcing new business
• Focus heavily on operating in a data-driven fashion, utilizing analytics and CRM resources to define and inform your strategies

Qualifications

• 8-10+ years of experience selling Middle/Back-Office post-trade solutions into US Traditional Asset Managers (Mutual Funds, Pension, Insurance, etc.)
• Experience in scaling, building client verticals for a similar product coverage
• Successful track-record with large, complex Financial Institutions and implementing business development strategies for regional and global territories
• Existing coverage and network across US Traditional Asset Managers (Mutual Funds, Pension, Insurance, etc.)
• Professional, collaborative personality who is team-oriented and excels in managing stakeholders internally and externally

Compensation

Base: $150K - $200K; On-Target Earnings (OTE) $320K+; Additional compensation types: Annual Bonus

Location: New York, NY (4x Days On-Site)

Contact

If you think you\'re a good fit, please reach out directly to: Zachary Thompson ([e-mail])