Private Wealth Focused Sales Manager

Sales Manager for the Private Wealth segment at Smartkarma. Own an annual sales target and build, manage, and expand relationships with private banks, wealth managers, and family offices, CIO offices, advisory and research teams, wealth platforms, and wealthtech firms. Drive new client acquisition and expand relationships across research, data, platform subscriptions, and API-based solutions. Run the full sales cycle from prospecting and discovery through negotiation and closing. Position Smartkarma’s research, data, and API offerings to align with client workflows and regulatory constraints; articulate value to differentiate end-client offerings. Coordinate with product, analyst relations, and client success to deliver tailored, high-impact solutions. Develop deep understanding of Private Wealth client needs and track competitive dynamics to inform product positioning and go-to-market strategy. Represent Smartkarma in client meetings, industry events, and roadshows. Maintain pipeline management, forecasting accuracy, and CRM hygiene; provide regular updates to senior management. 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; motivated to step into a more autonomous, quota-carrying role with increased accountability and upside. Skills include strong commercial judgment, client-facing communication with senior investment professionals, ability to translate complex research, data, and technology into client value, highly organized with pipeline discipline, and self-starter mindset; fintech or wealth tech experience is advantageous.