Benefits:

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

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.