For one of our clients, a leading European multi-family office, we are currently looking for a Head of Sales Enablement who will report directly to the Head of Wealth Management.
This position aims at ensuring that all opportunities (from Relationship Managers and non-RM channels) are systematically captured, allocated, and converted, while also serving as the bridge between Marketing and Business Development.
The role requires both process excellence and a deep understanding of investment products, client mandates, and the wealth management industry.
Responsibilities
* Guarantee systematic capture and follow-up of all RM-originated leads in CRM;
* Implement and oversee a structured process for opportunities from Ambassadors, Advisory Board, Communities, and inbound digital/AI referrals, ensuring they are tracked until conversion;
* Actively manage the internal handover of opportunities (to RMs, Investment Office, or Partners) with clear accountability;
* Support RMs with structured follow-up, lead attribution, and sales tools;
* Partner with the Investment Office to position deals, mandates, and products as part of the growth pipeline;
* Serve as the coordination hub ensuring Marketing outputs (content, thought leadership, events, digital presence) are aligned with BD priorities and used effectively by client-facing teams;
* Bring industry knowledge to discussions on mandates, products, and investor positioning;
* Contribute to shaping the firm's client value proposition across multiple investment platforms;
* Provide management with insights on which channels and themes generate the most traction;
* Deliver clear dashboards to the management on pipeline performance and conversion;
* Measure ROI across channels (RM, Ambassadors, Advisory Board, Communities, Inbound);
* Identify bottlenecks and recommend corrective actions.
Profile
* About 10 years' experience in business development enablement, investment product management, or client strategy within a multi-family office, private bank, asset manager, or PE/VC environment;
* Solid knowledge of wealth management industry, mandates, and investment products;
* Strong CRM/process discipline combined with strategic insight;
* Proven ability to bridge commercial and marketing functions: ensuring messaging, content, and pipeline management are consistent and effective;
* Analytical, structured, and rigorous, yet capable of influencing senior RMs and partners diplomatically;
* Bilingual English/French; additional languages a plus;
* Swiss residency is a must have.
Due to the volume of applications we receive, we regret that we will contact only the candidates who have been selected.