Business Development Manager

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 WealthTech Industries