Banking mutual funds - Head of Strategic Sales and Operations
Banking mutual funds - Head of Strategic Sales and Operations
Posted on :
08-07-2025
Employer Active
1 Vacancy
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Job Description
Job Title:
Head of Strategic Sales and Operations
About the Company:
Our client is a fast-growing financial services firm focused on empowering senior citizens with tailored wealth management solutions. As a small-sized company with big ambitions they aim to double in size and are looking for a strategic leader to drive growth and scale operations.
Role Overview:
We re seeking a results-driven professional to lead operations strengthen client relationships and support business expansion. You ll play a key role in optimizing processes deepening client engagement and driving revenue growth across the company.
Key Responsibilities:
- Oversee client onboarding support and engagement
- Lead cross-sell and up-sell strategies to grow AUM and revenue
- Streamline sales workflows and ensure regulatory compliance
- Manage financial operations including invoicing and cash flow
- Develop B2B partnerships and growth opportunities
- Collaborate on marketing and strategic planning initiatives
Qualifications:
- 10 12 years in sales operations wealth management or business development
- Strong client management analytical and leadership skills
- Experience with compliance and financial tools (CRM reporting software)
- Passion for scaling teams and delivering measurable growth
Why Join
- High-impact role in a growing company
- Opportunity to shape strategy and operations
- Collaborative growth-focused culture
financial tools,compliance,wealth,crm,reporting software,management,leadership skills,revenue,business expansion,b2b,analytical skills,sales operations,operations,client management,sales,b2b partnerships,wealth management
Employment Type
Full Time
Key Skills
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