Manager & Business Development - US

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Manager- Business Development – (US)

Resources

23 Jun 2025

Identify, qualify, and engage potential clients within the US market, including family offices, CPA firms, wealth managers, and financial institutions
Lead the full sales cycle — from prospecting and needs analysis to demos, solutioning, negotiation, closing and collection
Develop a deep understanding of Asset Vantage’s platform and articulate its value proposition to senior stakeholders and decision-makers
Build and maintain a strong pipeline using CRM tools and generate regular reports on pipeline health and progress
Collaborate with internal teams (Solutions, Product, Marketing, Implementation Team & Customer Success) to ensure smooth onboarding and post-sale success
Represent Asset Vantage at US-based events, webinars, and conferences
Stay updated on trends in the US family office, private wealth, and financial technology sectors

Prior experience dealing with HNWIs, wealth managers, family offices, financial institutions is essential.
Excellent communication, presentation, and interpersonal skills.
Proven track record of achieving revenue and client acquisition targets.
Self-starter with strong business acumen and the ability to work independently.
Willingness to travel domestically and internationally as required.

Prior experience working with US- clients, especially in the private wealth or family office space, is strongly preferred
Exceptional communication and presentation skills with the ability to engage and influence senior decision-makers
Proven track record of meeting or exceeding sales targets in a consultative selling environment
Comfortable working flexible hours to align with US time zones
Self-motivated, detail-oriented, and capable of working independently as well as part of a global team

5–8 years of experience in B2B sales, preferably in SaaS, or WealthTech Industries