Private Wealth Focused Sales Manager

Job Description

Smartkarma is hiring a Sales Manager to join its Business Development team, with primary responsibility for expanding Smartkarma’s 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 Smartkarma’s 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.