Private Wealth Management, Sales Management, Vice President, Milan (Bardi)

Private Wealth Management, Sales Management, Vice President, Milan (Bardi)

14 set
|
Goldman Sachs
|
Bardi

14 set

Goldman Sachs

Bardi

OverviewAs 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.
ResponsabilitàDevelop 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 fondamentaliBachelor'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

📌 Private Wealth Management, Sales Management, Vice President, Milan (Bardi)
🏢 Goldman Sachs
📍 Bardi

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