Private Wealth Management, Sales Management, Vice President, London

Overview

In this leadership role, you will drive regional growth and efficiency for the PWM sales org in London, shaping strategy, enablement, and processes. You’ll partner with PWAs, BDPs, and cross-divisional teams to accelerate client acquisition, enhance adviser productivity, and deliver standout client experiences. You’ll optimize CRM and AI-driven workflows to boost performance while ensuring regulatory compliance. This is a high-impact position at a premier financial services firm with a strong focus on collaboration and development.

Pay / Benefits

• training and development opportunities
• benefits, wellness programs, and mindfulness offerings
• personal finance offerings

Responsibilities

• Sales Strategy & Enablement: develop and execute regional plans to grow assets, clients, and market share; CRM & tool optimization with enablement teams; analyze sales metrics with data teams to identify gaps and inform leadership.
• Advisor Coaching & Support: enable PWAs and BDPs through coaching; share best practices via forums and workshops across advisor teams.
• Client Acquisition & Referrals: manage pipeline oversight with leaders; coordinate prospecting allocation and onboarding; direct cross-border UK referrals.
• Risk Management & Compliance: ensure all materials and communications meet regulatory standards; monitor practices to mitigate risks.

Key requirements

• 7+ years in wealth management, financial services sales, or sales management
• Bachelor’s Degree; MBA or CFA/CFP preferred
• proven coaching and motivation of sales/advisory teams
• deep familiarity with CRM platforms and modern enablement tech including AI
• strong UHNW market understanding
• excellent interpersonal, presentation, and writing skills
• ability to turn complex sales data into actionable strategies

• interpersonal finesse
• presentation excellence
• influencing senior stakeholders
• CRM platforms
• AI-powered prospecting tools
• sales enablement technology

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