Manager – Business Development (US)
Unidel Group, Stamford, CT, United States
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
Job Roles and Responsibilities 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
Technical Skills 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
Education 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
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Qualification - Bachelor’s degree in Business, Finance; MBA is added advantage
Location - USA: Stamford- Connecticut / New York
Experience - 5 - 8 Years
Job Roles and Responsibilities 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
Technical Skills 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
Education 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
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