6 дней назад
Private Wealth Management, Sales Management, Vice President, London (AI)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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