Private Wealth Management, Business Unit COO, Vice President, London

REQUIREMENTS

• Bachelor’s Degree required; advanced degree (MBA) or professional designation (CFA, CFP) is highly preferred.
• 7+ years of experience in wealth management, financial services sales, or sales management.
• Proven track record of coaching, and motivating high-performing sales or advisory teams.
• Deep familiarity with CRM platforms and modern sales enablement technology, including AI.
• Strong understanding of the UHNW landscape
• Exceptional interpersonal, presentation, and writing skills, with the ability to influence senior stakeholders and advisors.
• Ability to synthesize complex sales data into clear, actionable business strategies.
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