Manager- Business Development
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-01-24
Listing for:
Asset Vantage
Full Time
position Listed on 2026-01-24
Job specializations:
-
Sales
Business Development, B2B Sales, Client Relationship Manager
Job Description & How to Apply Below
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 Wealth Tech Industries
- Bachelor’s degree in Business, Finance; MBA is added advantage
- USA:
Stamford
- Connecticut / New York
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