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6 дней назад

Private Wealth Management, Sales Management, Vice President, London (AI)

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
UK/US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Private Wealth Management, Sales Management, Vice President, London (AI): Driving sales growth, advisor enablement, client acquisition, and CRM optimization for the UK private wealth management organization with an accent on sales strategy, advisor coaching, data analytics, and AI-powered workflows. Focus on directing cross-border referrals, improving pipeline and onboarding processes, and maintaining regulatory and supervisory controls across sales activities.

Location: London, Greater London, England, United Kingdom

Company

hirify.global is a global investment banking, securities, and investment management firm founded in 1869, with offices worldwide.

What you will do

  • Develop and execute sales strategies to accelerate asset gathering, client acquisition, and market share growth across regional offices.
  • Optimize CRM workflows, pipeline management tools, and AI-powered prospecting capabilities with Sales Enablement and Engineering teams.
  • Analyze sales metrics with quantitative strategists and data teams to identify productivity gaps and provide actionable insights to UK sales leadership.
  • Coach new and early-stage Private Wealth Advisors and Business Development Professionals, and facilitate best-practice workshops.
  • Manage prospecting allocation, account onboarding prioritization, pipeline accountability, and cross-border client referrals into the UK.
  • Monitor sales practices, marketing materials, advisor communications, and pipeline activity for regulatory and operational risk.

Requirements

  • Bachelor’s degree required; an MBA or professional designation such as CFA or CFP is highly preferred.
  • At least 7 years of experience in wealth management, financial services sales, or sales management.
  • Demonstrated experience coaching and motivating high-performing sales or advisory teams.
  • Strong familiarity with CRM platforms and modern sales enablement technology, including AI.
  • Deep understanding of the ultra-high-net-worth landscape.
  • Exceptional interpersonal, presentation, writing, and senior-stakeholder influencing skills, with the ability to turn complex sales data into actionable strategies.

Culture & Benefits

  • Training and development opportunities support professional and personal growth.
  • Firmwide networks, wellness programs, personal finance offerings, and mindfulness programs are available.
  • Commitment to diversity, inclusion, equal opportunity, and reasonable accommodations during the recruiting process.

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