Smartkarma
Financial Technology
PrivateWealthFocusedSalesManager
Neural analysis suggests this role is
optimal for mid candidates.
“Private Wealth Focused Sales Manager at Smartkarma. Skills: Private Wealth segment sales, Client Development, Sales Execution, Market and Segment 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”
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; Provide structured market feedback to inform product positioning and go-to-market strategy; Maintain disciplined pipeline management, forecasting accuracy, and CRM hygiene; Provide regular updates on sales activity, pipeline health, and market developments to senior management
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
Comfortable engaging senior investment professionals and decision-makers
Full Job Description
Smartkarma is a provider of an AI-augmented investment intelligence platform designed to serve global institutional investors and corporate decision-makers. The platform delivers real-time actionable insights, premium data analytics, and direct access to hundreds of top-ranked investment analysts. Smartkarma specializes in fast-growing, underserved investment strategies including event-driven, merger arbitrage, equity capital markets, index events, and forensic accounting. In addition to its core platform, Smartkarma has developed a suite of APIs that allow partners to embed institutional-grade research and data directly into their own products and workflows. These APIs enable private banks, wealth platforms, and wealthtech firms to enhance their content offerings, improve advisor productivity, and strengthen their value proposition to end clients by delivering differentiated, high-quality investment intelligence traditionally reserved for institutional investors. Smartkarma has achieved consistent sales growth and profitability, supported by partnerships with blue-chip global channel partners. Its global client base includes tier-1 asset managers, bulge-bracket banks, and corporate clients. The company is founder-led, with a proven track record of building and scaling capital markets challengers. Why Join Smartkarma? * Opportunity to own and scale a high-potential Private Wealth segment. * Exposure to a differentiated product set spanning research, data, and API-driven technology solutions. * 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. 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 de
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