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Jobs / Customer Service Manager in United Kingdom
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GI
Goldman Sachs Group, Inc.·2 hours ago
2 hours agoBe an early applicant

Private Wealth Management, Sales Management, Vice President, London

London, United KingdomOn-siteSenior · 7+ yearsCustomer Service Manager

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Must-have skills for this role

  • wealth management
  • sales management
  • sales enablement
  • crm

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What you'll do

  • Drive and execute strategic sales plans to accelerate asset gathering, client acquisition, and market share expansion across regional offices.
  • Partner with Sales Enablement and Engineering teams to design, implement, and continuously improve CRM workflows, pipeline management tools, and AI-powered prospecting capabilities.
  • Collaborate with quantitative strategists and data teams to analyze sales metrics, identify productivity gaps, and deliver actionable insights to sales leadership focused on the UK.
  • Act as a strategic coach to new and early stage Private Wealth Advisors (PWAs) and Business Development Professionals (BDPs), ensuring their continuous development towards successful advisors.
  • Facilitate forums and workshops to share successful sales strategies, client engagement techniques, and market insights across advisor teams.
  • Support and drive accountability of pipeline by liaising with team leaders and regional sales leadership to monitor and track pipeline progress.
  • Coordinate prospecting allocation between PWAs as well as drive prioritisation of account onboarding through objective review.
  • Direct cross-border client referrals coming into the UK.
  • Ensure all sales activities, marketing materials, and advisor communications adhere to strict regulatory standards and internal compliance policies.
  • Monitor sales practices and pipeline activities to mitigate operational, reputational, and regulatory risks.

What they're looking for

  • Bachelor's Degree required
  • 7+ years of experience in wealth management, financial services sales, or sales management.
  • Proven track record of coaching, and motivating high-performing sales or advisory teams.
  • Deep familiarity with CRM platforms and modern sales enablement technology, including AI.
  • Strong understanding of the UHNW landscape
  • Exceptional interpersonal, presentation, and writing skills, with the ability to influence senior stakeholders and advisors.
  • Ability to synthesize complex sales data into clear, actionable business strategies.

Nice to have

  • Advanced degree (MBA) is highly preferred.
  • Professional designation (CFA, CFP) is highly preferred.

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Job Description

YOUR IMPACT

As Vice President of PWM Sales Management in London, you will play a pivotal role in driving the growth, efficiency, and strategic direction of our sales organization within the 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) to accelerate client acquisition, enhance advisor productivity, and deliver an exceptional client experience.

Key Responsibilities

1.Sales Strategy & Enablement

Drive Growth Initiatives:Develop and execute strategic sales plans to accelerate asset gathering, client acquisition, and market share expansion across 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 leadership focused on the UK.

2. Advisor Coaching & Support

PWA Enablement:Act as a strategic coach to new and early stage Private Wealth Advisors (PWAs) and Business Development Professionals (BDPs), ensuring their continuous development towards successful advisors.

Best Practice Sharing:Facilitate forums and workshops to share successful sales strategies, client engagement techniques, and market insights across advisor teams.

3. Client Acquisition & Referrals

Pipeline Management: Support and drive accountability of pipeline by liaising with team leaders and regional sales leadership to monitor and track pipeline progress

Prospecting & Onboarding: Coordinate prospecting allocation between PWAs as well as drive prioritisation of account onboarding through objective review

Referrals: Direct cross-border client referrals coming into the UK.

Suitability & Oversight:Ensure all sales activities, marketing materials, and advisor communications adhere to strict regulatory standards and internal compliance policies.

Supervisory Controls:Monitor sales practices and pipeline activities to mitigate operational, reputational, and regulatory risks.

REQUIREMENTS

Bachelor's Degree required; advanced degree (MBA) or professional designation (CFA, CFP) is highly preferred.

7+ years of experience in wealth management, financial services sales, or sales management.

Proven track record of coaching, and motivating high-performing sales or advisory teams.

Deep familiarity with CRM platforms and modern sales enablement technology, including AI.

Strong understanding of the UHNW landscape

Exceptional interpersonal, presentation, and writing skills, with the ability to influence senior stakeholders and advisors.

Ability to synthesize complex sales data into clear, actionable business strategies.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Healthcare & Medical Services

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.

Health

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Company

GI
Goldman Sachs Group, Inc.
London, United Kingdom

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Goldman Sachs Group, Inc.'s careers site·first seen 22 Sept 2026·last verified 22 Sept 2026·How we source jobs

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