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Business Area Manager – Wealth Management Solutions
swissQuant. Take full accountability for overall division performance .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive leadership in driving revenue growth and managing client relationships within the FinTech and wealth management sectors. Proficient in developing go-to-market strategies, complex deal structures, and leveraging AI insights to enhance product offerings.
Highest-signal resume keywords
Revenue LeadershipEnterprise SalesWealth Management WorkflowsDeal StructuringBilingual Proficiency in German and English
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Revenue Target DeliveryGTM Strategy DevelopmentComplex Commercial NegotiationsRisk ModelsOptimization EnginesAPIsData IntegrationsSaaS ArchitectureAI in Wealth ManagementClient Pitch Development
Soft Skills
Coaching and DevelopmentConflict ResolutionStakeholder Management
Industry Keywords
FinTechSaaSCapital MarketsPrivate BankingInvestment AdvisoryPortfolio ManagementMarket InfrastructureFamily OfficesInstitutional Wealth ManagersDigital Investment Solutions
About the role
Key responsibilities & impact- Take full accountability for overall division performance
- Drive revenue expansion through new business acquisition and strategic client relationships
- Define, execute, and evolve the GTM strategy for target tier-1 Wealth Management and Private Banking client segments
- Direct pricing strategies, enterprise deal structures, complex commercial negotiations, and high-level revenue forecasting
- Lead end-to-end sales cycles from prospecting through RfI/RfP processes to closing
- Act as primary executive contact and trusted advisor for C-level stakeholders, board members, and decision-makers
- Develop and deliver client pitches and product demos in German and English
- Coach and develop the Sales & Relationship Manager
- Grow a scalable, high-performing commercial organization
- Partner with Executive Leadership, Engineering, and Quantitative Product teams on business goals, resource allocation, and delivery
- Develop understanding of investment advisory and portfolio management solutions, including risk models, optimization capabilities, APIs, data, and integrations
- Translate client and market requirements into product and solution development priorities
- Monitor wealth management, capital markets, fintech, AI, and digital investment solution developments and apply insights to client conversations and product direction
Requirements
What you’ll need- 10+ years of progressive leadership experience in FinTech, SaaS, or capital markets technology, in revenue leadership, enterprise sales, or client success roles
- Proven track record of owning and delivering revenue targets
- Deep domain exposure to private banks, clearing houses, market infrastructure providers, family offices, and institutional wealth managers
- Solid understanding of wealth management workflows, quantitative risk models, optimization engines, enterprise APIs, and modern data architecture
- Ability to bridge business and technology, including risk, APIs, data, integrations, and SaaS architecture
- Solid grasp of and curiosity about how AI is reshaping wealth management and financial technology
- Ability to speak credibly about AI with clients and internal product teams
- Advanced capabilities in deal structuring, conflict resolution, and steering multi-stakeholder enterprise negotiations to win-win closures
- Native or full professional fluency in both German and English
- Cover letter, CV, and reference letters in PDF format, compressed into one attachment
Benefits
Comp & perks- Real ownership, setting direction and staying close to execution
- Fast-moving, entrepreneurial environment where quantitative technology meets client impact
- Equal employment opportunities and a workplace free from discrimination