Research Sales Representative, Wealth Management
CFRA Research
Accounting & Finance, Sales & Business Development
United States · Remote
USD 75k-90k / year
Posted on Jan 22, 2026
We are seeking a highly motivated and driven Sales Representative to join our Wealth Management team in the Americas. In this role, you will be responsible for generating revenue through the addition of new clients. By effectively marketing and selling our research and advisory solutions, you will play a crucial role in the growth and success of our business.
- Department
- Sales
- Employment Type
- Full Time
- Location
- Remote US
- Workplace type
- Fully remote
- Compensation
- $75,000 - $90,000 / year
Key Responsibilities
- Proactively prospect and identify potential new clients through various channels such as networking, referrals, and targeted outreach
- Qualify prospective clients by understanding their investment objectives, risk tolerance, and research needs
- Present our Wealth management solutions in a clear and compelling manner to convert prospects into clients
- Tight coordination and collaboration with Market Development, Research, and Product teams
- Consistently achieve and exceed monthly and quarterly sales targets with a relentless drive to surpass goals
- Provide responsive and attentive client service to ensure a positive experience and build long-term partnerships
- Maintain detailed records of all client interactions and sales activities in our CRM system
Skills, Knowledge, and Expertise
Candidates must have a clear track record of excellence in several categories, including achievement of sales goals, teamwork, professionalism, communication, organization, and client service. Candidates should also possess:
- 1-3 years of financial services sales experience, preferably within the Wealth Management industry
- Demonstrated success in following a defined sales process and achieving sales goals
- Previous experience in a Research environment is highly preferred
- Hands-on experience with CRM tools (preferably Salesforce) and sales enablement platforms (preferably Salesloft)
- Excellent communication, presentation, and interpersonal skills with the ability to build rapport with clients and internal teams
- Strong problem-solving and analytical skills to understand prospective client needs and provide tailored solutions
- Ability to work independently as well as collaboratively within a team environment
Benefits
- 20 days of Vacation
- 8 Sick Days
- 1 paid volunteer day
- 10-11 Holidays a year
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay (base + commission)
- 401K Match
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.
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.
Our Hiring Process
Stage 1:
Applied
Stage 2:
Review
Stage 3:
Prescreen
Stage 4:
Interview
Register your interest below, and we’ll reach out when a position opens that aligns with your skills and career goals.