Private Wealth Management, Sales Management, Vice President, Milan

6 ore fa

Monza, Lombardy, Italia Goldman Sachs Tempo pieno
Overview

As VP of PWM Sales Management for Continental Europe, you accelerate growth and efficiency in the regional sales organization. You collaborate with PWAs, leadership, and cross-divisional teams to boost client acquisition, productivity, and a superior client experience. You will lead through sales strategy, enablement, and technology optimization, including CRM and AI-driven workflows. This role offers a meaningful chance to shape how Goldman Sachs serves UHNW clients across Europe, scaling impact through data-driven decision making and cross-border collaboration.

Responsabilità
  • Develop and execute regional sales plans to grow assets and market share
  • Design and improve CRM workflows, pipeline tools, and AI-powered prospecting capabilities
  • Collaborate with analytics teams to identify performance gaps and inform leadership
  • Coach new and early-stage Private Wealth Advisors (PWAs) and Business Development Professionals (BDPs)
  • Facilitate best-practice sharing and cross-team forums on sales tactics and market insights
  • Oversee pipeline accountability and coordinate prospecting and onboarding priorities
  • Manage cross-border referrals and ensure compliance with regulations
  • Monitor and mitigate operational, reputational, and regulatory risks through supervisory controls
Requisiti fondamentali
  • Bachelor’s Degree; MBA or CFA/CFP highly preferred
  • 7+ years of experience in wealth management, financial services sales, or sales management
  • Proficiency with CRM platforms and modern sales enablement tech, including AI
  • Fluency in European languages (Italian, German, and/or French)
  • Strong coaching, presentation, and writing skills with ability to influence senior stakeholders
  • Ability to synthesize complex sales data into actionable strategy
  • coaching and mentoring
  • stakeholder influencing
  • communication and presentation
  • CRM platforms
  • AI-driven workflows
  • sales analytics