Private Wealth Focused Sales Manager

Added
7 days ago
Type
Full time
Salary
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Related skills

business development crm financial services data sales

📋 Description

  • Own and deliver an individual annual sales target focused on the Private Wealth segment.
  • Build, manage, and expand relationships with private banks, wealth managers, family offices, CIO
  • Drive new client acquisition and expand existing relationships across research, data, platform
  • Run the full sales cycle independently, from prospecting and discovery through commercial
  • Position Smartkarma’s research, data, and API offerings in alignment with client workflows, advisor
  • Articulate how Smartkarma enables clients to differentiate their end-client offering through

🎯 Requirements

  • 3 to 5 years of experience in sales, business development, or account management within investment
  • Demonstrated experience selling to Private Banks, Wealth Managers, CIO offices, or advisory and
  • Prior experience working under a senior sales leader or account manager, with exposure to
  • Motivated to step into a more autonomous, quota-carrying role with increased accountability and
  • Strong commercial judgment with a consistent focus on execution and outcomes.
  • Comfortable engaging senior investment professionals and decision-makers.

🎁 Benefits

  • Opportunity to own and scale a high-potential Private Wealth segment.
  • Exposure to a differentiated product set spanning research, data, and API-driven technology
  • Clear path for career progression as revenue responsibility and market impact grow.
  • Competitive compensation with performance-linked upside.
  • Collaborative, high-performance culture with direct access to senior leadership.
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