Senior Sales Executive / Account Executive — Risk Analytics Solutions
Location: New York or Boston
Reports To: Head of Sales / Chief Revenue Officer
About the Company
We are a leading provider of institutional risk analytics and portfolio optimization solutions serving asset managers, hedge funds, pension funds, insurers, wealth managers, and banks. Our platform delivers multi-asset risk models, performance attribution, factor analytics, stress testing, portfolio construction, and investment decision support tools used by some of the world’s most sophisticated investors.
Our solutions help clients better understand portfolio exposures, improve investment outcomes, manage regulatory requirements, and make data-driven portfolio decisions.
Role Overview
We are seeking a high-performing sales professional with experience selling financial technology, analytics, or investment solutions into institutional investors. The ideal candidate understands quantitative investing workflows and has experience engaging portfolio managers, risk teams, CIOs, quantitative researchers, and investment operations leaders.
This role is responsible for driving new business growth, expanding strategic accounts, and managing complex enterprise sales cycles for risk analytics and portfolio management solutions.
Key Responsibilities
- Develop and execute a strategic sales plan focused on institutional asset managers, hedge funds, banks, insurers, and asset owners
- Identify, qualify, and close new business opportunities for risk analytics, factor modeling, portfolio optimization, and performance attribution solutions
- Build trusted relationships with CIOs, portfolio managers, heads of risk, quantitative analysts, and investment technology teams
- Lead complex enterprise sales cycles from prospecting through contract negotiation and close
- Collaborate with product specialists, quantitative research, customer success, and implementation teams to deliver tailored client solutions
- Conduct client presentations, platform demonstrations, and business value discussions
- Maintain a strong pipeline and accurate forecasting within CRM systems
- Represent the company at industry conferences, client events, and thought leadership forums
- Stay current on market structure, quantitative investing trends, risk management practices, and competitor offerings
- Partner with marketing and product teams to provide client feedback and identify new market opportunities
Required Qualifications
- Bachelor’s degree in Finance, Economics, Mathematics, Business, or related field
- 5+ years of enterprise sales experience in financial technology, analytics, market data, risk management, or investment software
- Proven track record of exceeding revenue targets and closing complex institutional deals
- Strong understanding of:
- Portfolio risk analytics
- Factor models and performance attribution
- Quantitative investing concepts
- Multi-asset portfolio construction
- Institutional investment workflows
- Experience selling to buy-side institutions including asset managers, hedge funds, pension funds, and insurance firms
- Excellent communication, presentation, and consultative selling skills
- Ability to engage both technical and executive stakeholders
- Familiarity with CRM platforms such as HubSpot
Preferred Qualifications
- Experience selling platforms similar to Barra, Axioma, Aladdin, FactSet, MSCI, Bloomberg, or BlackRock solutions
- CFA, CAIA, or advanced finance-related coursework
- Understanding of APIs, cloud-based analytics platforms, or investment data infrastructure
- Existing network within institutional investment management
Success Metrics
- Annual recurring revenue (ARR) growth
- New logo acquisition
- Enterprise account expansion
- Pipeline generation and conversion rates
- Client retention and strategic account development
What We Offer
- Competitive base salary plus uncapped commission
- Equity participation opportunity
- Comprehensive healthcare and retirement benefits
- Flexible work environment
- Exposure to leading institutional investors and cutting-edge quantitative technologies
- Career growth within a rapidly expanding analytics organization
Ideal Candidate Profile
The successful candidate combines strong commercial instincts with credibility in front of sophisticated investment professionals. They are comfortable discussing portfolio construction, risk decomposition, factor exposures, and investment workflows while also navigating enterprise procurement and executive stakeholder management.
