At a Glance
- Tasks: Drive growth and efficiency in sales management for Private Wealth Management.
- Company: Join Goldman Sachs, a leading global investment banking firm.
- Benefits: Enjoy competitive salary, diverse opportunities, and a commitment to inclusion.
- Other info: Dynamic role with excellent career advancement and professional development opportunities.
- Why this job: Make a real impact by coaching advisors and optimising sales strategies.
- Qualifications: 7+ years in wealth management and strong CRM technology skills required.
The predicted salary is between 99000 - 121000 £ per year.
YOUR IMPACT
As Vice President of PWM Sales Management in London, you will play a pivotal role in driving the growth, efficiency, and strategic direction of our sales organization within the region. This position focuses on sales enablement, advisor coaching, business development strategy, and the optimization of sales processes and technology (including CRM and AI-driven workflows). You will partner closely with PWM regional leadership, Private Wealth Advisors (PWAs), and cross-divisional teams (including Asset Management, Investment Banking, and Technology) to accelerate client acquisition, enhance advisor productivity, and deliver an exceptional client experience.
Key Responsibilities
- Sales Strategy & Enablement
- Drive Growth Initiatives: Develop and execute strategic sales plans to accelerate asset gathering, client acquisition, and market share expansion across regional offices.
- CRM & Tool Optimization: Partner with Sales Enablement and Engineering teams to design, implement, and continuously improve CRM workflows, pipeline management tools, and AI-powered prospecting capabilities.
- Performance Analytics: Collaborate with quantitative strategists and data teams to analyze sales metrics, identify productivity gaps, and deliver actionable insights to sales leadership focused on the UK.
- Advisor Coaching & Support
- PWA Enablement: Act as a strategic coach to new and early stage Private Wealth Advisors (PWAs) and Business Development Professionals (BDPs), ensuring their continuous development towards successful advisors.
- Best Practice Sharing: Facilitate forums and workshops to share successful sales strategies, client engagement techniques, and market insights across advisor teams.
- Client Acquisition & Referrals
- Pipeline Management: Support and drive accountability of pipeline by liaising with team leaders and regional sales leadership to monitor and track pipeline progress.
- Prospecting & Onboarding: Coordinate prospecting allocation between PWAs as well as drive prioritisation of account onboarding through objective review.
- Referrals: Direct cross-border client referrals coming into the UK.
- Risk Management & Compliance
- Suitability & Oversight: Ensure all sales activities, marketing materials, and advisor communications adhere to strict regulatory standards and internal compliance policies.
- Supervisory Controls: Monitor sales practices and pipeline activities to mitigate operational, reputational, and regulatory risks.
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.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
Private Wealth Management, Sales Management, Vice President, London employer: Goldman Sachs
Goldman Sachs is an exceptional employer, offering a dynamic work environment where innovation and collaboration thrive. With a strong commitment to employee growth, the firm provides extensive training and development opportunities, alongside a diverse and inclusive culture that values every individual's contributions. Located in a global financial hub, employees benefit from engaging with top-tier professionals while managing a portfolio of EMEA Corporate clients, ensuring meaningful and impactful work in the field of credit risk analysis.
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth Management, Sales Management, Vice President, London
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We think you need these skills to ace Private Wealth Management, Sales Management, Vice President, London
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