Our Hiring Process
Hiring Manager:
Rob Palumbo
https://www.linkedin.com/in/robpalumbo/
- 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
About Smartkarma
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 wealth-tech 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 wealth-tech 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.
About You
Qualifications and Experience
- 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.
