Sales Executive, Financial Institutions

Sales Executive - Financial Institutions

Location: New York, NY (Hybrid)
Department: Sales
Reports to: Head of US Sales

About the Opportunity

Our client is a leading media, events, and intelligence platform serving the asset management and wealth management industries. They are seeking a driven Sales Executive to join their growing New York team and help expand relationships with financial services firms across the US.

This is a mid-level individual contributor role focused on developing new business and growing existing client accounts across a suite of solutions, including events, advertising, sponsorships, content partnerships, and data-driven products. The ideal candidate is a proactive salesperson who enjoys building relationships, uncovering client needs, and delivering consultative solutions to senior decision-makers.

Key Responsibilities

• Drive new business development across a portfolio of media, events, sponsorship, content, and data solutions.
• Build and manage a pipeline of prospective clients within asset management, wealth management, ETFs, alternatives, and broader financial services sectors.
• Develop relationships with key stakeholders, including Heads of Distribution, Marketing, Business Development, and Executive Leadership teams.
• Manage the full sales cycle from prospecting and outreach through negotiation and close.
• Identify client objectives and provide tailored commercial solutions that align with their marketing and growth strategies.
• Expand existing client relationships through cross-selling and upselling opportunities.
• Maintain accurate pipeline reporting, forecasting, and activity tracking within the CRM.
• Partner closely with internal teams across events, content, audience development, and client success to deliver exceptional client outcomes.
• Represent the business at industry conferences, client meetings, and networking events.
• Consistently achieve and exceed monthly, quarterly, and annual revenue targets.

Qualifications

• 3-7 years of sales, business development, account management, or sponsorship sales experience.
• Demonstrated success meeting or exceeding revenue targets.
• Experience selling advertising, media, events, sponsorships, research, data, SaaS, or related solutions.
• Strong prospecting and relationship-building abilities.
• Excellent communication, presentation, and negotiation skills.
• Ability to engage senior stakeholders and develop consultative client relationships.
• Highly organized with strong pipeline management and forecasting skills.
• Bachelor's degree preferred.

Preferred Background

• Experience covering asset managers, wealth managers, fintechs, ETFs, alternatives, or capital markets clients.
• Familiarity with financial services, investment management, or B2B financial media.
• Experience selling to marketing, distribution, or business development teams.
• Experience using HubSpot, Salesforce, or similar CRM platforms.

What We're Looking For

• Commercially driven and highly motivated hunter mentality.
• Strong consultative sales approach.
• Entrepreneurial mindset and comfortable operating in a fast-paced environment.
• Ability to identify opportunities, overcome objections, and close business.
• Collaborative team player with a strong work ethic and positive attitude.

Compensation

• Base salary
• Competitive commission structure
• Comprehensive benefits package
• Hybrid work environment in New York City
• Strong career progression opportunities within a growing organization

Why Join?

This is an opportunity to join a highly respected organization with a strong presence in the asset and wealth management space. You'll have access to an established brand, a diverse suite of commercial products, and the ability to build relationships with some of the most influential firms and professionals across financial services.

Apply now!

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.

By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.

We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.

From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.