Top Sales Jobs in San Francisco Bay Area, CA

Develop and commercialize model portfolio solutions for financial advisors and clients. Partner with sales teams, portfolio managers, research analysts, marketing, technology, legal, and compliance to communicate market insights, investment capabilities, asset allocation, and portfolio positioning. Manage client engagements, strengthen relationships, deliver thought leadership, support day-to-day model operations, and lead product development, automation, and business-scaling initiatives.

Drive enterprise sales for Preqin’s private-markets data and technology products across a West Coast territory. Manage the full sales cycle, generate and develop new business opportunities, build stakeholder relationships, deliver proposals and demonstrations, and close subscription agreements. Expand revenue within existing accounts, support renewals and retention, and execute localized go-to-market events and lead-generation efforts.

Drive new subscription and expansion sales for Preqin across a West Coast territory. Manage full sales cycle, build pipeline, deliver demos and proposals, support renewals and retention, and execute localized go-to-market activities and events to grow revenue.

Grow and retain defined contribution assets under management across the Pacific Northwest by developing relationships with advisors, consultants, recordkeepers, and strategic partners. Execute distribution strategies, market investment products, advise partners on DC trends and regulations, respond to client needs, coordinate internal resources, and maintain CRM records. The role requires investment fluency, strong sales and relationship-management experience, relevant securities licenses, and substantial client travel.