Strategic Leader for Wealth Management
7 hours ago
Grok Search is seeking a Wealth Management Distribution Strategy Lead to develop and execute the wealth management distribution strategy across multiple channels. This role requires a deep understanding of financial products, market trends, and regulatory environments. The ideal candidate will have at least 5 years in a leadership position with strong strategic thinking, problem-solving, and decision-making skills.
The key responsibilities include:
- Strategy Development & Execution: Develop and implement strategies to drive profitable growth, exceptional client experience, and alignment with the organization's overall objectives.
- Channel Performance Optimization: Manage sales teams, optimize channel performance, and drive customer acquisition and retention for high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).
- Team Leadership: Lead and motivate a team of sales professionals to achieve business objectives.
Requirements:
- A minimum of 10-15 years of experience in wealth management, financial services, or private banking.
- An MBA or CFA certification is highly desirable.
- Proficient in data analysis, CRM systems, and digital channel management.
Salary: $150,000 - $200,000 per annum, depending on experience.
Benefits: Competitive salary, bonus structure, and benefits package.
What We Offer: Grok Search offers a dynamic work environment, opportunities for professional growth, and a collaborative team culture.
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