Private Wealth Focused Sales Manager

Company 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.

Job Description

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.

Qualifications

• 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.

Skills and Attributes

• Strong commercial judgment with a consistent focus on execution and outcomes.
• Comfortable engaging senior investment professionals and decision-makers.
• Able to translate complex research, data, and technology solutions into clear client value propositions.
• Highly organized, with strong pipeline discipline and follow-through.
• Self-starter mindset with ambition to build a personal franchise and long-term client relationships.
• Experience in a fintech or high-growth environment is advantageous but not required.

Additional Information

Our Hiring Process

• Application Submission: Complete the online Application Form.
• Initial Screening Interview: Discussion of experience, Private Wealth exposure, and role expectations.
• Final Interview: In-depth conversation to assess commercial judgment, client approach, and cultural fit.

Note: Applications will only be accepted via the Application Form.

To submit your application, visit:
https://on.skr.ma/apply

To view all available roles and their respective job descriptions and qualifications, visit:
https://on.skr.ma/hiring