Private Wealth Management, Sales Management, Vice President, London
- Location
- Greater London, England, United Kingdom
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 … 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 ...