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Manager- Business Development

Resources

20 Jun 2025

Responsibilities

Identify and pursue new business opportunities through direct outreach, networking, referrals, and industry events

Drive end-to-end sales cycle including prospecting, presentations, solutioning, pricing, negotiations, and closure

Develop a strong pipeline and regularly update CRM with detailed client interaction history and deal progress

Understand client requirements and effectively position Asset Vantage’s SaaS platform as the ideal solution

Collaborate with internal teams (Product, Marketing, Customer Success, & Implementation Team) to tailor offerings and ensure successful onboarding

Represent Asset Vantage at industry forums, webinars, and conferences

Build long-term relationships with clients and partners to ensure high satisfaction and explore upselling opportunities

Stay informed about market trends, competitive landscape, and regulatory changes affecting the wealth tech space

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.

Strong communication and relationship-building skills. Ability to understand and explain complex product features and processes.
Strong problem-solving skills with the ability to identify issues and implement effective solutions.
Ability to streamline functions and passion to learn and grow.
Ability to deliver engaging presentations.

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