Institutional Sales Executive
New York, NY
Posted On
October 22, 2020
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We have a full-time job opening for a Institutional Sales Executive who can contribute to our best-in-class sales and marketing team. Your primary responsibility will be to successfully create and execute an account plan to increase sales of the MackeyRMS platform to traditional Asset Managers and Hedge Funds.

Please submit a resume and cover letter to Luis Castellanos, VP of Sales at MackeyRMS, by clicking the APPLY NOW button.

  • Deliver compelling sales presentations and product demonstrations that highlight the MackeyRMS value proposition and competitive advantages.
  • Meet and exceed revenue goals on a monthly, quarterly and annual basis.
  • Lead all aspects of the sales effort, from qualification of a prospect through the execution of contract and hand off to the Customer Success Manager.
  • Gain industry knowledge by staying abreast of news, competitors and industry trends.
  • Work with our post-sales team to exceed customer expectations and contribute to a high level of customer satisfaction.
  • Bachelor’s degree.
  • Minimum of 5 years sales experience with at least 2 years of experience in the financial technology industry.
  • Proven history of meeting and exceeding sales objectives.
  • Experience selling to the front office of financial institutions with a deep understanding of the power map within these organizations.
  • Excellent interpersonal and presentation skills.
  • Self-starting, positive, proactive attitude and ability to work well with others.
Compensation and benefits
  • Competitive compensation
  • 401(k)
  • 100% full health and dental
  • Generous vacation policy
Apply Now
About Us

MackeyRMS is a SaaS-based research management platform engineered to optimize the way analysts and portfolio managers generate, share, debate and act on investment research conducted for actively managed portfolios. Relied upon as a single system of record for research supporting the investment process, MackeyRMSis used by many of the world’s leading investment managers to organize key investment workflows, engender trust from investors, and streamline regulatory and compliance oversight. MackeyRMS is used by institutional asset managers and asset owners across the Americas,EMEA and APAC regions.

MackeyRMS/InsiderScore is a software and data analytics platform providing best-in-class workflow, portfolio monitoring, and idea generation solutions to over 350 global institutional investors. The platform is the result of a strategic merger between MackeyRMS and InsiderScore, sponsored by Resurgens Technology Partner. Between Mackey’s cloud-based research platform and InsiderScore’s data and analytics, the merged company delivers a powerful suite of data, analytics, and software solutions for investment teams conducting fundamental research for actively managed client portfolios. The company is headquartered in Boston, with offices in New York, Princeton, NJ, Seattle, London, and Sydney. For more information, visit and