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US Unlimited PTO

  • Sell data-driven research and products to the buy-side investment community with 7+ years of relevant experience.
  • Manage a pipeline from initial outreach to close, gathering market intelligence for product development.
  • Must be proficient in PowerPoint, Excel, Word, and possess strong communication and presentation skills.

Sales Financial Markets Microsoft Office Business Development

17 jobs similar to Associate Sales Director - Financial Services (PE Focus)

Jobs ranked by similarity.

US

  • Create new business opportunities and build relationships with financial institutions.
  • Manage named accounts and develop account plans for winning and expanding business.
  • Forecast accurately and manage complex sales campaigns from introduction to closure.

SS&C is a leading financial services and healthcare technology company based on revenue, headquartered in Windsor, Connecticut. They have 27,000+ employees in 35 countries, serving 20,000 organizations from large enterprises to small and mid-market firms.

$62,500–$100,000/yr
US

  • Drive revenue growth by managing agency client relationships and upselling MRI-Simmons solutions.
  • Serve as a trusted advisor, delivering insights and training to help clients solve business challenges.
  • Collaborate with sales leadership to identify expansion opportunities and conduct Quarterly Business Reviews.

MRI‑Simmons is a leading provider of consumer insights, measuring preferences and behaviors through surveys and data science. The company has been a leader for over 60 years and is majority-owned by NIQ, with a broad reach across the media ecosystem.

US

  • Proactively engage RIA prospects through outbound calls, emails, and virtual meetings to generate qualified opportunities.
  • Support senior Business Development professionals by managing a territory, scheduling meetings, and preparing materials for advisor-facing conversations.
  • Build and maintain relationships with advisors and home office contacts through consistent, value-driven communication and pipeline management in Salesforce.

Vestmark is a leading provider of wealth management solutions and services, enabling financial advisors and institutions to manage and trade client portfolios via a SaaS ecosystem. The company oversees over $2 trillion in assets and 5+ million accounts, serving respected players across the wealth management industry with a culture of innovation and inclusion.

$140,000–$170,000/yr
US 8w maternity 8w paternity

  • Lead the preparation and delivery of quarterly earnings materials, including presentations, press releases, and Q&A documents.
  • Analyze underwriting, financial, and capital performance to develop actionable insights and support external messaging.
  • Manage stakeholder engagement, investor targeting, and coordinate investor events such as earnings calls and conferences.

SiriusPoint is a Bermuda-headquartered specialty underwriter providing Property & Casualty and Accident & Health insurance and reinsurance globally. With over $3.0 billion total capital and strong financial ratings, the company fosters a culture of performance, accountability, and collaboration.

US 3w PTO

  • Manage and expand Experian's relationships within Publicis Groupe agencies to drive revenue growth.
  • Leverage hands-on programmatic experience to sell consultative, credible solutions to agency partners.
  • Collaborate with internal teams to provide tailored solutions and upsell opportunities.

Experian is a global data and technology company, powering opportunities for people and businesses worldwide, operating across financial services, healthcare, automotive, and more. With 25,200 employees in 32 countries, they foster an inclusive, multi-award-winning culture celebrated as a Great Place To Work.

US 8w maternity 8w paternity

  • Convert high-net-worth prospects into clients by showcasing the Fisher difference and evaluating their financial situations.
  • Engage in high-volume phone activity and virtual or in-person meetings to educate prospects on investment offerings.
  • Participate in ongoing training covering advanced phone sales techniques, finance, capital markets, and portfolio management.

Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on wealth management. The company has an inclusive culture, offers comprehensive training, and is certified as a Great Place to Work.

US

  • Drive national sales execution effectiveness and shape long-term commercial strategy.
  • Lead sales execution tracking, analytics, and new business development initiatives for portfolio growth.
  • Oversee sales tools and vendor relationships to enable sales performance and reporting.

Sazerac is an American family-owned spirits company producing award-winning bourbons and whiskeys, including Buffalo Trace and Pappy Van Winkle, as well as other popular brands like Fireball and Southern Comfort. With almost 400 years of history and double-digit growth, it has been named a 'Best Place to Work in Kentucky' and its Buffalo Trace Distillery is the world's most award-winning distillery.

$85,000–$110,000/yr
US 2000w PTO

  • Manages all stages of market research projects including questionnaire design, data collection, analysis, and reporting.
  • Nurtures strategic client relationships and mentors junior researchers on project execution.
  • Brings an entrepreneurial mindset, exceptional organization, and a collaborative team spirit.

Reach3 Insights is a full-service research consultancy that helps modern brands move faster and get closer to their customers through mobile-first, conversational research. As part of Rival Group, they value trust, curiosity, ownership, creativity, and meaningful work with a team of smart, kind people.

Global

  • Support the development and management of client accounts, conduct market research, and prepare client presentations.
  • Analyze data to generate actionable business recommendations and identify growth opportunities.
  • Collaborate with internal teams and ensure strong communication and follow-up with clients.

NIQ is the world’s leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior. As an Advent International portfolio company with operations in 100+ markets and covering more than 90% of the world’s population, NIQ fosters an inclusive workplace focused on diversity, equity, and inclusion.

$200,000–$220,000/yr
US 3w PTO

  • Drive solution selling to expand IDC's footprint among F1000 C-suite technology executives, leveraging hunting techniques.
  • Deliver compelling presentations on AI, research, and advisory services to executive decision makers across diverse industries.
  • Build and sustain relationships with end clients, collaborating with analysts and consultants to craft winning proposals.

IDC is the premier global provider of trusted technology intelligence, equipping business and technology leaders with evidence to make confident decisions. With over 1,000 analysts worldwide and recognized as Analyst Firm of the Year for five consecutive years, IDC fosters a culture of growth, collaboration, and long-term career development.

  • Deliver monthly operations reports to the Board, identify key financial drivers, and support budget development.
  • Model major sales deals for ROI, monitor expenditures against budgets, and present results to senior leadership.
  • Leverage advanced analytical skills and tools like PowerBI to drive insights and process improvements.

Lumos delivers lightning-fast, 100% Fiber Optic internet to underserved communities. After merging with North State in 2022 and forming a joint venture with T-Mobile in 2025, we connect over 475,000 homes across nine states and aim to reach 12 to 15 million homes by 2030, driven by a startup mindset and a focus on closing the digital divide.

US

  • Oversee sales and account management for one of Experian's largest strategic clients in financial services, payments, and technology.
  • Maintain C-level relationships, understand client industries and markets, and deliver sales presentations for Experian solutions.
  • Must be located in TX, NY, NJ, PA, or DE; requires 8+ years of sales experience with complex solutions and executive-level engagement.

Experian is a global data and technology company that powers opportunities for people and businesses using data, analytics, and software. With 23,300 employees across 32 countries and a FTSE 100 listing, we foster a culture focused on DEI, work/life balance, and innovation, earning recognition as a top workplace globally.

$143,700–$241,400/yr
United States

  • Be a trusted advisor, deeply understanding customer business challenges and proactively addressing their needs while making a lasting impact.
  • Drive revenue growth through new account development, expanding existing accounts, and cross-selling and up-selling D&B solutions.
  • Map solutions to customer needs, demonstrate product capabilities, and act as a bridge between customers and product development teams.

Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate. With over 180 years of experience, we are a diverse, global team that values creativity, collaboration, and bold ideas.

$100,000–$120,000/yr
US

  • Manage strategic growth initiatives and sales efforts for enterprise clients, driving revenue and satisfaction.
  • Cultivate relationships, develop proposals, and collaborate with internal teams to close upselling opportunities.
  • Stay current on industry trends and competitive landscape to inform strategies and communicate insights.

Comscore is a global leader in measuring and understanding consumer behaviors, providing insights for media planning and transacting across platforms. With 25 years of experience, the company values integrity, velocity, accountability, teamwork, and servant leadership, fostering a collaborative culture.

$50,000–$80,000/yr
United States

  • Coordinate daily sales pipeline activity and support proposal preparation for retirement plan services.
  • Assist Regional Sales Directors and financial advisors with documentation, CRM updates, and client deliverables.
  • Maintain data accuracy, manage workflow systems, and build relationships with wholesalers and internal partners.

This role is placed on behalf of a partner company specializing in retirement services. They are a mission-driven organization focused on financial security, with a collaborative culture and employee engagement activities.

$195,000–$225,000/yr
US 4w PTO

  • Lead client engagements to inform business and evidence strategy for life sciences products, focusing on patient-centric value and data-driven insights.
  • Execute quantitative and qualitative research, including claims analysis, protocol development, and programming in SAS/R to generate real-world evidence.
  • Drive business development, cultivating new and follow-on work while managing project delivery and building integrated RWE generation plans.

Avalere Health is a healthcare consultancy dedicated to reaching every patient possible through advisory, medical, and marketing services. With major hubs in London, Washington DC, and New York, and a global team, they foster an inclusive culture with employee network groups and flexible work arrangements.

US 4w PTO

  • Defines project strategy and manages moderate to high complexity analysis with minimal direction.
  • Queries data for ad hoc analysis and builds tools and queries for others.
  • Leads workstreams on projects, conducts competitive intelligence, and mentors less experienced analysts.

Liberty Mutual is an insurance company focused on delivering underwriting solutions for profitable growth. It seeks to create an inclusive workplace with comprehensive benefits and professional development opportunities for a large, national workforce.