Private Wealth Focused Sales Manager
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Job Location:
Monthly Salary:
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
Smartkarma is hiring a Sales Manager to join its Business Development team with primary responsibility for expanding Smartkarmas footprint across the Private Wealth ecosystem. This role is designed for a commercially driven sales professional who has developed strong fundamentals under senior sales leadership and is now ready to take ownership build a meaningful book of business and establish a market presence.
Key Responsibilities
Revenue Ownership and Client Development
- Own and deliver an individual annual sales target focused on the Private Wealth segment.
- Build manage and expand relationships with:
- Private banks
- Wealth managers and family offices
- CIO offices advisory teams and investment research functions
- Wealth platforms and wealthtech firms
- Drive new client acquisition and expand existing relationships across research data platform subscriptions and API-based solutions.
Sales Execution
- Run the full sales cycle independently from prospecting and discovery through commercial negotiation and close.
- Position Smartkarmas research data and API offerings in alignment with client workflows advisor use cases and regulatory constraints.
- Articulate how Smartkarma enables clients to differentiate their end-client offering through institutional-quality content.
- Coordinate with internal product analyst relations and client success teams to deliver tailored high-impact solutions.
Market and Segment Development
- Develop a deep understanding of Private Wealth client needs buying behavior and budget ownership.
- Track competitive dynamics and evolving content and technology trends within the wealth ecosystem.
- Provide structured market feedback to inform product positioning and go-to-market strategy.
- Represent Smartkarma in client meetings industry events and targeted roadshows.
Performance Management and Reporting
- Maintain disciplined pipeline management forecasting accuracy and CRM hygiene.
- Provide regular updates on sales activity pipeline health and market developments to senior management.
Qualifications :
- 3 to 5 years of experience in sales business development or account management within one or more of the following:
- Investment research
- Market data
- Financial technology or wealth technology platforms
- Demonstrated experience selling to Private Banks Wealth Managers CIO offices or advisory and research teams.
- Prior experience working under a senior sales leader or account manager with exposure to structured enterprise or consultative sales processes.
- Motivated to step into a more autonomous quota-carrying role with increased accountability and upside.
Skills and Attributes
- Strong commercial judgment with a consistent focus on execution and outcomes.
- Comfortable engaging senior investment professionals and decision-makers.
- Able to translate complex research data and technology solutions into clear client value propositions.
- Highly organized with strong pipeline discipline and follow-through.
- Self-starter mindset with ambition to build a personal franchise and long-term client relationships.
- Experience in a fintech or high-growth environment is advantageous but not required.
Additional Information :
Our Hiring Process
- Application Submission: Complete the online Application Form.
- Initial Screening Interview: Discussion of experience Private Wealth exposure and role expectations.
- Final Interview: In-depth conversation to assess commercial judgment client approach and cultural fit.
Note: Applications will only be accepted via the Application Form.
To submit your application visit:
view all available roles and their respective job descriptions and qualifications visit:
Work :
No
Employment Type :
Full-time
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Smartkarma connects independent investment research analysts to institutional asset managers, such as sovereign wealth funds, hedge funds, pension funds, boutiques and family offices. Smartkarmas cloud-based platform leverages the latest in technology to provide a network for indepen ... View more
