Sales Executive Zephyr Wealth Management Software
Informa Connect, Chicago, Illinois, United States, 60290
Job Description
The Sales Executive for Zephyr is a domain expert responsible for articulating the full value proposition and capabilities of the Zephyr Platform, PSN data, and Zephyr API to drive business growth and secure new sales. This role requires a strong understanding of asset and wealth management software, particularly how Zephyr's tools assist financial professionals, such as Registered Investment Advisors (RIAs) and financial advisors, in portfolio analysis, performance reporting, and client engagement.
Key Responsibilities
Serve as a domain expert, thoroughly understanding the business needs of financial professionals and clearly demonstrating how the Zephyr Platform, PSN data, and Zephyr API solve client challenges and create value.
Maintain in-depth knowledge of Zephyr’s portfolio analysis tools, performance reporting features, and cloud-based technology, including how they support financial decision-making and client relationship management.
Develop and expand the sales pipeline through proactive prospecting, outreach, and leveraging existing industry contacts within the financial services sector.
Adhere to Zephyr’s structured sales process, including following set timelines, collaborating with internal stakeholders, and maintaining detailed records of all client interactions in Salesforce.
Create and implement strategic sales plans aimed at engaging non-client prospects, with a focus on connecting with senior executive decision-makers within the financial advisory and wealth management industries.
Design and execute a comprehensive sales strategy, collaborating with teams across business disciplines, including marketing and product management, to maximize sales effectiveness and revenue generation.
Consistently meet assigned sales targets for profitable revenue growth.
Maintain and manage a robust sales pipeline in Salesforce to ensure accurate forecasting within a margin of +/- 20%.
Collaborate closely with Product Management and Senior Business Management to deliver competitive, tailored solutions that meet the evolving needs of financial professionals.
Ideal Candidate The ideal candidate will have a proven track record in financial technology sales, a deep understanding of wealth management and portfolio analysis tools, and the ability to effectively communicate Zephyr’s unique value to drive revenue and market presence.
Qualifications
Minimum of 4 years of experience in sales, with a proven track record of new business results and consistent achievement and exceeding of significant sales goals.
Extensive experience in direct sales to the investment or financial services industry, particularly in SaaS solutions, data feeds, and APIs.
Demonstrated expertise in selling financial technology solutions, including Fintech platforms, to diverse client bases such as financial advisors, asset managers, and institutional investors.
Proven ability to design and execute strategic sales plans targeting senior executive decision-makers.
Experience working effectively both collaboratively in team environments and independently with minimal supervision.
Proficiency with Microsoft Office Suite, including Outlook, Teams, Word, and Excel, along with CRM systems such as Salesforce.
BS/BA from an accredited college or university; advanced degree preferred.
Salary Salary for this position is $80,000 - $100,000 base + an additional $50,000 - $60,000 in commission.
Additional Information This job listing will automatically expire 3/12/2026.
We believe that great things happen when people connect face-to-face. That's why we work in-person with each other, or with customers and partners, three days a week or more. When you’re not spending time together in one of our offices or other workplaces – like at an Informa event – you get the flexibility and support to work from home or remotely.
We work hard to make sure Life at Informa is rewarding, supportive and enjoyable for everyone. Here’s some of what you can expect when you join us. But don’t just take our word for it – see what our colleagues have to say at LifeAt.Informa.com
Benefits
Great community
: a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active colleague groups and networks promoting a positive, supportive, and collaborative work environment
Broader impact
: take up to four days per year to volunteer, with charity match funding available too
Career opportunity
: the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it’s time for the next step, we encourage and support internal job moves
Time out
: 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year
Competitive benefits, including a 401k match, health, vision and dental insurance, parental leave and an ESPP offering company shares at a minimum 15% discount
Strong wellbeing support through EAP assistance, mental health first aiders, free access to a wellness app and more
Recognition for great work, with global awards and kudos programs
As an international company, the chance to collaborate with teams around the world
We’re not solely focused on a checklist of skills. We champion energy and ambition and look for colleagues who will roll their sleeves up, join in and help make things happen. If it sounds like a match and you have most – although not all – of the skills and experience listed, we welcome your application.
If you would like to request reasonable adjustments or accommodations to assist your participation in the hiring process and, or in the advertised position, please inform the appropriate Talent Acquisition Partner for the role once they have been in touch. Your request will be reviewed and considered in confidence. At Informa, you'll find inclusive experiences and environments where all perspectives and backgrounds are welcomed. As part of this approach and our diversity and inclusion commitments, we are also formally an Equal Opportunities Employer. This means we base decisions on relevant qualifications and merit and do not discriminate on the basis of key characteristics and statuses, including all of those protected by law. Ask us or see our website for full information.
See how Informa handles your personal data when you apply for a job here.
#J-18808-Ljbffr
Key Responsibilities
Serve as a domain expert, thoroughly understanding the business needs of financial professionals and clearly demonstrating how the Zephyr Platform, PSN data, and Zephyr API solve client challenges and create value.
Maintain in-depth knowledge of Zephyr’s portfolio analysis tools, performance reporting features, and cloud-based technology, including how they support financial decision-making and client relationship management.
Develop and expand the sales pipeline through proactive prospecting, outreach, and leveraging existing industry contacts within the financial services sector.
Adhere to Zephyr’s structured sales process, including following set timelines, collaborating with internal stakeholders, and maintaining detailed records of all client interactions in Salesforce.
Create and implement strategic sales plans aimed at engaging non-client prospects, with a focus on connecting with senior executive decision-makers within the financial advisory and wealth management industries.
Design and execute a comprehensive sales strategy, collaborating with teams across business disciplines, including marketing and product management, to maximize sales effectiveness and revenue generation.
Consistently meet assigned sales targets for profitable revenue growth.
Maintain and manage a robust sales pipeline in Salesforce to ensure accurate forecasting within a margin of +/- 20%.
Collaborate closely with Product Management and Senior Business Management to deliver competitive, tailored solutions that meet the evolving needs of financial professionals.
Ideal Candidate The ideal candidate will have a proven track record in financial technology sales, a deep understanding of wealth management and portfolio analysis tools, and the ability to effectively communicate Zephyr’s unique value to drive revenue and market presence.
Qualifications
Minimum of 4 years of experience in sales, with a proven track record of new business results and consistent achievement and exceeding of significant sales goals.
Extensive experience in direct sales to the investment or financial services industry, particularly in SaaS solutions, data feeds, and APIs.
Demonstrated expertise in selling financial technology solutions, including Fintech platforms, to diverse client bases such as financial advisors, asset managers, and institutional investors.
Proven ability to design and execute strategic sales plans targeting senior executive decision-makers.
Experience working effectively both collaboratively in team environments and independently with minimal supervision.
Proficiency with Microsoft Office Suite, including Outlook, Teams, Word, and Excel, along with CRM systems such as Salesforce.
BS/BA from an accredited college or university; advanced degree preferred.
Salary Salary for this position is $80,000 - $100,000 base + an additional $50,000 - $60,000 in commission.
Additional Information This job listing will automatically expire 3/12/2026.
We believe that great things happen when people connect face-to-face. That's why we work in-person with each other, or with customers and partners, three days a week or more. When you’re not spending time together in one of our offices or other workplaces – like at an Informa event – you get the flexibility and support to work from home or remotely.
We work hard to make sure Life at Informa is rewarding, supportive and enjoyable for everyone. Here’s some of what you can expect when you join us. But don’t just take our word for it – see what our colleagues have to say at LifeAt.Informa.com
Benefits
Great community
: a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active colleague groups and networks promoting a positive, supportive, and collaborative work environment
Broader impact
: take up to four days per year to volunteer, with charity match funding available too
Career opportunity
: the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it’s time for the next step, we encourage and support internal job moves
Time out
: 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year
Competitive benefits, including a 401k match, health, vision and dental insurance, parental leave and an ESPP offering company shares at a minimum 15% discount
Strong wellbeing support through EAP assistance, mental health first aiders, free access to a wellness app and more
Recognition for great work, with global awards and kudos programs
As an international company, the chance to collaborate with teams around the world
We’re not solely focused on a checklist of skills. We champion energy and ambition and look for colleagues who will roll their sleeves up, join in and help make things happen. If it sounds like a match and you have most – although not all – of the skills and experience listed, we welcome your application.
If you would like to request reasonable adjustments or accommodations to assist your participation in the hiring process and, or in the advertised position, please inform the appropriate Talent Acquisition Partner for the role once they have been in touch. Your request will be reviewed and considered in confidence. At Informa, you'll find inclusive experiences and environments where all perspectives and backgrounds are welcomed. As part of this approach and our diversity and inclusion commitments, we are also formally an Equal Opportunities Employer. This means we base decisions on relevant qualifications and merit and do not discriminate on the basis of key characteristics and statuses, including all of those protected by law. Ask us or see our website for full information.
See how Informa handles your personal data when you apply for a job here.
#J-18808-Ljbffr