Sales Specialist, Investment Management & Wealth Desktop Solutions (Europe-wide)

Overview

In this role you drive growth and build lasting client relationships across Europe in the financial data and analytics space. You execute a balanced growth strategy, identify new prospects, and collaborate with cross-functional partners to unlock opportunities. You’ll influence deals by understanding market dynamics and customer workflows, while navigating a hybrid pan-European team.

This open pool offers a meaningful path to shape sales outcomes within a global leader in financial information.

• comprehensive training
• healthcare
• retirement planning
• paid volunteering days
• wellbeing initiatives

• Seek new business and product sales through new account acquisition and expansion within assigned European territories
• Build valuable connections within client organizations to unlock opportunities
• Integrate industry trends and personal experience to deliver value and inspire confidence
• Analyze customer workflows to identify solutions selling and cross-business deal opportunities to maximize value
• Advance opportunities through sales stages, overcoming obstacles to exceed close rate
• Handle administrative tasks (proposals, benchmark calculators, CRM updates) efficiently

• Experience with financial data vendors preferred
• Strong commercial acumen and proven sales track record, ideally in investment management or wealth management
• Excellent collaboration skills for a hybrid, pan-European team environment
• Proficiency in any European language is a plus; multilingual candidates encouraged
• A degree or equivalent experience required

• collaboration
• commercial mindset
• adaptability
• target-driven mindset
• CRM tooling / CRM updates
• knowledge of financial data vendors