Institutional Sales

Join to apply for the Institutional Sales role at Moment

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

• 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.

• 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%).

• 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

• Seniority level
  :
  Mid-Senior level
• Employment type
  :
  Full-time
• Job function
  :
  Sales and Business Development

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Location:

New York, NY