Institutional Sales Executive

Role Summary

The Institutional Sales Executive will spearhead sales efforts targeting RIAs, banks, trust companies, and small broker/dealers, driving adoption of Moment’s best-in-class fixed income trading, portfolio management, and workflow solutions. The role requires a motivated, self-starter with a proven track record in selling software or services to financial institutions. The candidate will be able to leverage their industry expertise and relationships to identify opportunities, build a pipeline, close deals, and drive revenue growth.

Key Responsibilities

• Prospect and Develop Relationships: Identify and engage prospective clients, including RIAs, banks, trust companies, and small broker/dealers, to build a robust sales pipeline.
• Drive Sales Cycle: Manage the end-to-end sales process, from initial outreach and product demonstrations to contract negotiation and closing, ensuring timely and successful deal execution.
• Understand Client Needs: Collaborate with clients to understand their fixed income trading, portfolio management, and advisory workflows, tailoring solutions to address pain points.
• Product Expertise: Develop a deep understanding of Moment’s platform to effectively communicate its value proposition and technical capabilities.
• Market Intelligence: Stay informed on industry trends, competitor offerings, and regulatory changes in the fixed income space to position our solutions strategically.
• Cross-Functional Collaboration: Work closely with product and development teams to ensure client needs are met and feedback is incorporated into product development.
• Achieve Sales Targets: Consistently meet or exceed quarterly and annual sales quotas, contributing to the company’s revenue growth.
• Sales Administration: Maintain accurate records of sales activities, client interactions, and pipeline status in the company’s CRM system and produce customized sales collateral for prospects.

Qualifications

• Experience: 3-10 years of sales experience, preferably in electronic trading, SaaS, separate account (SMA) or fund sales.
• Proven Track Record: Demonstrated success in meeting or exceeding sales targets in a B2B or financial services environment.
• Self-Starter Mindset: Highly motivated, proactive, and able to work independently in a fast-paced startup environment.
• Passion for Innovation: Enthusiasm for thinking outside the box and developing new solutions for neglected industry problems or universally accepted analog workflows.
• Technical Aptitude: Comfortable discussing software solutions, APIs, and integration with client systems, with the ability to learn technical product details quickly.
• Communication Skills: Excellent verbal and written communication skills, with the ability to present complex solutions clearly to diverse stakeholders.
• Travel: Willingness to travel as needed for client meetings and industry events (up to 50%).

Bonus Skills

• Experience selling SaaS or cloud-based financial software solutions
• Existing relationships with decision-makers at RIAs, banks, trust companies, or small BDs.
• Fixed income knowledge across trading, portfolio management, and advisory workflows
• Familiarity with custodial platforms (e.g., Fidelity, Schwab, Pershing)
• Proficiency in Hubspot, Gong, and Notion