Manager – Business Development

Overview

• Designation - Manager
  - Business Development (US)
• Qualification - Bachelor’s degree in Business, Finance; MBA is added advantage
• Location - USA:
  Stamford
  - Connecticut / New York
• Experience - 5 - 8 Years

• 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 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

• Bachelor’s degree in Business, Finance; MBA is added advantage
• 5–8 years of experience in B2B sales, with a focus on SaaS or Wealth Tech Industries