Top Financial Services Sales Jobs in New York City, NY

This role involves building relationships with financial advisors, executing sales strategies, educating clients on investment solutions, and driving territory growth through in-person and virtual meetings.

Lead a team of SDRs to generate and qualify revenue opportunities, develop training programs, and ensure performance meets sales metrics.

Manage client relationships and drive growth within Preqin, focusing on client satisfaction, upselling opportunities, and collaboration with internal teams. Lead strategic engagements and ensure successful outcomes for clients.

The Senior Business Development Associate will manage partner relationships, evaluate markets, and deliver on ambitious business goals while collaborating with stakeholders.

The Sales Engineer will serve as a subject matter expert, manage complex sales cycles, drive pre-sales implementation, and ensure seamless post-sales handoff, focusing on technical solutions for enterprise clients.

The Senior Branch Premier Banker role involves acquiring and deepening customer relationships, analyzing financial needs, advising on banking solutions, and managing compliance. Requires licensing and ensures customer satisfaction through effective relationship management.

Manage relationships with existing customers, generate renewals, follow up on experiences, negotiate contracts, and strategize with partners.

The ISO Business Development Executive manages partner accounts, drives sales strategies, develops relationships, and executes initiatives for growth in SMB lending.

The Sales Director will manage a portfolio of institutional clients, driving revenue by selling research data products and collaborating with internal teams to provide tailored solutions. Responsibilities include meeting sales targets, maintaining relationships with decision-makers, and understanding client workflows.

Responsible for managing client accounts, ensuring satisfaction and retention, closing sales opportunities, and implementing products and solutions.

Support the firm's expansion by conducting product demos, gathering market feedback, and collaborating with product teams on client needs. Utilize market expertise to enhance trial strategies and client solutions.

The Account Executive will manage sales cycles for Hebbia's Matrix platform, driving revenue by partnering with enterprise clients to improve workflows and deliver ROI through AI automation.