Smartkarma
FinTech
PrivateWealthFocusedSalesManager
Neural analysis suggests this role is
optimal for mid candidates.
“Private Wealth Focused Sales Manager at Smartkarma. Skills: Sales, Business development, Account management. Own and deliver an individual annual sales target. Build, manage, and expand relationships with private banks”
What You'll Achieve.
Deliver an individual annual sales target
Industry & Context.
What They're Looking For.
Must Have
3 to 5 years of experience in sales, business development, or account management, 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, Exposure to structured enterprise or consultative sales processes
Nice to Have
Experience in a fintech or high-growth environment
What You'll Do.
Own and deliver an individual annual sales target
and expand relationships with private banks
and expand relationships with wealth managers
and expand relationships with family offices
and expand relationships with CIO offices
and expand relationships with advisory teams
and expand relationships with investment research
and expand relationships with wealth platforms
and expand relationships with wealthtech firms
Drive new client acquisition
Expand existing relationships across research
Expand existing relationships across data
Expand existing relationships across platform subscriptions
Expand existing relationships across API-based solutions
Run the full sales cycle independently
Prospect and discover client needs
Negotiate commercial terms
Position Smartkarma’s research
Position Smartkarma’s data
Position Smartkarma’s API offerings
Articulate how Smartkarma enables clients
Coordinate with internal product teams
Coordinate with analyst relations teams
Coordinate with client success teams
high-impact solutions
Develop a deep understanding of Private Wealth client
Develop a deep understanding of buying behavior
Develop a deep understanding of budget ownership
Track competitive dynamics
Track evolving content trends
Track evolving technology trends
Provide structured market feedback
Represent Smartkarma in client meetings
Represent Smartkarma in industry events
Represent Smartkarma in targeted roadshows
Maintain disciplined pipeline management
Maintain forecasting accuracy
Provide regular updates on sales activity
Provide regular updates on pipeline health
Provide regular updates on market developments
How You'll Work.
Team & Collaboration
Internal product teams; Analyst relations teams; Client success teams; Senior management
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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