Smartkarma
Finance / FinServ
PrivateWealthFocusedSalesManager
“Private Wealth Focused Sales Manager at Smartkarma. Skills: Private Wealth Segment Sales, Client Acquisition, Relationship Management, Sales Cycle Management, Product Positioning. 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”
What You'll Achieve.
Own and deliver an individual annual sales target focused on the Private Wealth segment; Build, manage, and expand relationships; Drive new client acquisition and expand existing relationships; Run the full sales cycle independently; Deliver tailored, high-impact solutions; Develop a deep understanding of Private Wealth client needs, buying behavior, and budget ownership; Track competitive dynamics and evolving content and technology trends; Provide structured market feedback; Maintain disciplined pipeline management, forecasting accuracy, and CRM hygiene; Provide regular updates on sales activity, pipeline health, and market developments
Industry & Context.
What They're Looking For.
Must Have
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
Nice to Have
Experience in a fintech or high-growth environment is advantageous but not required
What You'll Do.
Own and deliver an individual annual sales target focused on the Private Wealth segment
and expand relationships with Private banks
Wealth managers and family offices
and investment research functions
Wealth platforms and wealthtech firms
Drive new client acquisition and expand existing relationships across research
platform subscriptions
and API-based solutions
Run the full sales cycle independently
from prospecting and discovery through commercial negotiation and close
Position Smartkarma’s research
and API offerings in alignment with client workflows
and regulatory constraints
Articulate how Smartkarma enables clients to differentiate their end-client offering through institutional-quality content
Coordinate with internal product
and client success teams to deliver tailored
high-impact solutions
Develop a deep understanding of Private Wealth client needs
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
and targeted roadshows
Maintain disciplined pipeline management
Provide regular updates on sales activity
and market developments to senior management
How You'll Work.
Team & Collaboration
Coordinate with internal product, analyst relations, and client success teams to deliver tailored, high-impact solutions
Communication Scope
Able to translate complex research, data, and technology solutions into clear client value propositions
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