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About the Role
The AVP of Sales will drive new business growth across Third Bridge's Credit & Public Equities (CPE) client segment in North America. This role involves developing relationships with investment professionals, identifying prospective clients, and demonstrating how Third Bridge's primary research solutions can support their investment research and decision-making.
Responsibilities
- Drive new client acquisition across Third Bridge's Credit & Public Equities business in North America.
- Identify and prospect investment firms and investment professionals that fit Third Bridge's client profile.
- Develop relationships with key decision-makers and research users across Public Equity and Credit investment organizations.
- Build a deep understanding of prospective clients' investment strategies, research workflows and knowledge gaps, and demonstrate how Third Bridge's expert insights and content can support their investment process.
- Demonstrate Third Bridge's value proposition across its suite of primary research services, including expert calls and Third Bridge's content Library.
- Own the complete new-business sales cycle from prospecting and qualification through presentations, negotiation and successful conversion.
- Build and maintain a strong pipeline of qualified opportunities and consistently deliver against new-business quota.
- Develop and conduct effective presentations with senior investment professionals and other key decision-makers.
- Navigate sophisticated institutional investment organizations and develop relationships with multiple stakeholders throughout the sales process.
- Identify opportunities across different investment strategies, including Public Equity, private credit, leveraged finance, CLOs, BDCs and special situations.
- Leverage Sales Associates for prospect research, lead generation, outreach and appointment setting.
- Maintain accurate pipeline management and weekly sales forecasts.
- Work closely with CPE Client Services and Account Management to ensure successful onboarding and transition of newly acquired clients.
- Identify opportunities for additional products, users and cross-selling as new client relationships develop.
- Maintain a strong understanding of developments across the Public Equity and Credit investment landscape and use that knowledge to engage prospects consultatively.
Requirements
- Demonstrated success in B2B new-business sales, ideally selling to institutional investors or other sophisticated financial-services clients.
- Experience selling into Public Equity, Credit, asset management, hedge fund or broader institutional investment organizations is highly desirable.
- Knowledge of the investment research process and an understanding of how Public Equity and Credit investors evaluate companies and investment opportunities.
- Experience selling research, data, information services, financial technology, market intelligence or other subscription-based solutions to investment professionals is strongly preferred.
- A proven track record of meeting or exceeding new-business quotas.
- Demonstrated ability to prospect, develop and close new client relationships.
- Experience managing complex, end-to-end sales cycles involving multiple stakeholders.
- Strong understanding of pipeline management, forecasting and CRM discipline.
- Ability to develop credibility and build relationships with senior investment professionals.
- A consultative sales approach and the ability to uncover client needs and connect those needs to relevant research solutions.
- Excellent communication, negotiation and presentation skills.
- Strong commercial judgment, intellectual curiosity, drive and executive presence.
- Ability to thrive in a fast-paced, performance-driven environment.
- The successful candidate must, by the start of employment, have permission to work in the United States.
Skills
- B2B sales
- New business development
- Institutional investor sales
- Financial services sales
- Public Equity sales
- Credit sales
- Asset management sales
- Hedge fund sales
- Investment research process
- Salesforce or similar CRM
- Pipeline management
- Forecasting
- Consultative selling
- Relationship building
- Negotiation
- Presentation skills
Location
- New York, NY
Work Type
- Full-time
Experience Level
- Associate Vice President (AVP)
Education Level
- Bachelor's degree preferred
Salary/Compensations
- Base Salary: $100,000–$120,000, plus commission
Benefits
- 15 days vacation, increasing to 20 days after two years of service, plus U.S. holidays.
- Personal development allowance of $1,150 per year.
- Medical, dental and vision insurance options.
- HSA and Medical FSA options.
- 401(k) matching up to 5% of base salary.
- Life insurance and long-term disability coverage.
- Dependent Care FSA.
- Pet insurance.
- Work from anywhere for one month per year.
- Two annual volunteer days.
- Two personal days.
- Summer Fridays.
- Regular social events and employee resource groups.
About the Company
- Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to fueling decisions with expert insights.
- We accelerate and enhance decision-making for investors and business leaders by unearthing unique expert insights across multiple sectors, geographies, and topics.
- For nearly 20 years, we’ve helped clients access knowledge on demand from experts, in-person and through our Library covering over 65,000 companies.
Equal Opportunity
- Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer.
- We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer.
- If you are not 100% sure if you are right for the role, please apply anyway, and we will be happy to consider your application.