Unidel Group
Designation - Manager
Qualification - Bachelor’s degree in Business, Finance; MBA is added advantage
Location - Stamford - Connecticut / New York
Experience - 4 - 6 Years
Job Roles and 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 Technical Skills:
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 Qualifications and Experience:
Bachelor’s degree in Business, Finance; MBA is added advantage 5–8 years of experience in B2B sales, preferably in SaaS, or WealthTech Industries
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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 Technical Skills:
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 Qualifications and Experience:
Bachelor’s degree in Business, Finance; MBA is added advantage 5–8 years of experience in B2B sales, preferably in SaaS, or WealthTech Industries
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