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Asset & Wealth Management, Sales, Vice President - Milan
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Full-time
bachelor degree, postgraduate degree, professional certificate
Posted 14d ago
~40 hrs/week
Responsibilities
Drive the growth and strategic direction of the PWM sales organization in Continental Europe through sales enablement and advisor coaching. Optimize sales processes and technology while managing client acquisition pipelines and ensuring regulatory compliance.
Requirements
Requires a Bachelor's degree and over 7 years of experience in wealth management or financial services sales. Candidates should be proficient in European languages and have a proven track record of coaching high-performing advisory teams.
Full job description
Wealth Management – Europe Sales Management, VP, Milan
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra-high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As the Vice President of PWM Sales Management in Continental Europe, 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 Continental Europe.
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 Continental Europe.
4. Risk Management & Compliance
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.
Skills & Experience We Are Looking For
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.
European languages (Italian, German and / or French)
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.
We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.
Operating at the center of capital markets, we act as one firm, mobilizing our people, capital, and ideas to deliver superior results across our clients’ most complex challenges.
For 157 years, Goldman Sachs has delivered world-class execution on a global scale across our leading Global Banking & Markets and Asset & Wealth Management businesses.
Apprenticeship is central to our culture, with hands-on coaching and access to leaders who bring decades of experience and expertise. With office locations around the world, we offer a broad range of career opportunities to those who insist on excellence and thrive on performance.
Find our Social Media Disclosures here: gs.com/social-media-disclosures
Offices: 200 West Street, New York, New York 10282, US
We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.
Operating at the center of capital markets, we act as one firm, mobilizing our people, capital, and ideas to deliver superior results across our clients’ most complex challenges.
For 157 years, Goldman Sachs has delivered world-class execution on a global scale across our leading Global Banking & Markets and Asset & Wealth Management businesses.
Apprenticeship is central to our culture, with hands-on coaching and access to leaders who bring decades of experience and expertise. With office locations around the world, we offer a broad range of career opportunities to those who insist on excellence and thrive on performance.
Find our Social Media Disclosures here: gs.com/social-media-disclosures
Offices: 200 West Street, New York, New York 10282, US