Private Wealth Focused Sales Manager

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.