Manager, Sales Enablement, Wealth Product Management

vor 2 Wochen

Zürich ZH, Schweiz HarbourVest Partners Vollzeit

Job Description Summary
- For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
- In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
- We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
- HarbourVest is an equal opportunity employer.
- This position will be a hybrid work arrangement, which translates to 3 days minimum per week in the London or Zurich offices.
- The Manager, Sales Enablement, Wealth Product Management will be responsible for overseeing the creation and updating of written content for our evergreen fund business including RFPs, DDQs, sales enablement requests and client service requests. The goal is to deliver and maintain high quality and accurate written content that meets deadlines.- Has a strong understanding of private market evergreen vehicles or liquid strategies, and a has deep knowledge of private markets and the private wealth market.-
- Has experience creating and supervising the development of sales enablement (RFP) materials for private wealth and / or liquid strategies bringing to bear knowledge of market trends and the competitive landscape.-
- Has project management expertise to deliver content on time.-
- Has the ability to work effectively in a cross functional and highly matrixed environment.-
- Has strong relationship skills to partner closely with fellow HarbourVest professionals.-
- Is proficient in supervising a team that is geographically dispersed.-
- Has an entrepreneurial approach, with a change-management mentality and comfort working in an area that may not always have established precedents.What you will do:
- Lead a distributed team focused on written RFP content.-
- Have overall accountability for crafting the written narrative of our evergreen products and improve the intellectual property of the message we are communicating.-
- Be responsible for the integration of RPF work into Wealth Product Management, which will include designing new process and building out capabilities to our leverage technology solutions to their full capabilities.Develop RFP workflow processes which could include kick off calls, staffing and peer reviews, bringing to bear technology where appropriate.-
- Work collaboratively across functions and levels to build processes that maximize the RFP content system functionality, increase efficiency for team members, and reduce risk in response documents and template creation process-
- Lead the review of content across our content library with consistent standards, training and oversight to improve the quality of library content.-
- Be responsible for all aspects of the development and evolution of written wealth content: sales enablement requests, fundraising inquiries, client service requests, and internal talking points. Using deep product and wealth expertise, this individual will be leading all aspects of both the development of new responses to client / prospect questions and RFPs and bringing to bear existing content.-
- Understand what success looks like and create KPIs to measure not just volumes and turnaround times but outcomes.-
- Be responsible for the implementation and improvement of technology solutions including Loopio to improve efficiency, automation and end to end processes.-
- Operate within a client/ prospect first orientation: the goal is to deliver high quality responses and content that meets client/ prospect deadlines.-
- Work alongside compliance to develop written content in line with compliance requirements, maintaining appropriate documentation.Education Preferred:

- Strong academic and professional credentials. MBA and / or CFA preferred, but not required.

**Experience**:

- 8-12 years of RFP, product specialist, product marketing, or sales enablement roles for evergreen vehicles or liquid strategies.

  • Manager, Sales Enablement, Wealth Product Management

    vor 2 Wochen

    Zürich, ZH, Schweiz HarbourVest Partners, LLC Vollzeit

    Manager, Sales Enablement, Wealth Product Management **Job Description Summary** For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a...

  • Sales Enablement Manager

    vor 3 Wochen

    Zürich, ZH, Schweiz grape insurance AG Vollzeit

    **\uD83C\uDF47 About grape**: Our entrepreneurial spirit drives us in what we do and what we are passionate about. Our mission is to become the premier health partner in the insurance business. Recognising the need for innovation in the traditional employee insurance model we are set to revolutionize the employee insurance industry. We help companies support...

  • Wealth Planner

    vor 4 Wochen

    Zürich, ZH, Schweiz BNP Paribas Wealth Management Vollzeit

    **Wealth Planner** This position will be based in Zurich. You wish to work in a high standard multidisciplinary team of experts providing sophisticated wealth planning solutions to complex high net worth individuals, entrepreneurs and wealthy families? Then join our Wealth Planning Solutions Department here at BNP Paribas Switzerland! **YOUR TEAM** Based...

  • Wealth Management Specialist

    vor 3 Wochen

    Zürich, Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. Vollzeit

    At CH10 - BJB Bank Julius Baer & Co. Ltd., we celebrate individuality and empower our employees to make a meaningful impact.About the RoleWe are seeking a seasoned Wealth Management Specialist to join our Wealth Planning Life Insurance team in Zürich, focusing on sophisticated life insurance solutions for our clients.Your Challenge:Collaborate with...

  • Senior Sales Enablement Specialist

    vor 4 Wochen

    Zürich, Zürich, Schweiz Chain IQ Vollzeit

    About Chain IQWe are a leading global indirect procurement company providing strategic, tactical, and operational procurement services from our headquarters in Zurich, Switzerland. Our team operates from 6 main centers and 14 offices worldwide.Our experts work to transform procurement within an organization by leveraging market knowledge, insights, and...

  • Distribution Excellence Enablement Manager

    vor 4 Monaten

    8005 Zürich, ZH, Schweiz Barry Callebaut Vollzeit

    Distribution Excellence Enablement Manager **Location**:Zurich, CH, 8005At Barry Callebaut, we are on a journey to transform the cocoa and chocolate industry. As the world’s leading manufacturer of high-quality chocolate and cocoa products, our actions truly shape the future of our industry. We are a business-to-business company, serving the entire food...

  • Wealth Planning Strategist

    vor 4 Wochen

    Zürich, Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. Vollzeit

    About the RoleAs a Wealth Planning Strategist at CH10 - BJB Bank Julius Baer & Co. Ltd., you will play a pivotal role in shaping the future of wealth management.Job OverviewWe celebrate individual qualities and empower our team members to be impactful, entrepreneurial, and empowered. If you enjoy solving complex problems and are passionate about wealth...

  • Wealth Management Manager

    vor 4 Wochen

    Zürich (Kreis ), Schweiz kessler gmbh Vollzeit

    **Überblick: Kessler GmbH**Sie übernehmen aufgrund Pensionierung ein etabliertes Kundenportfolio, um die entsprechende anspruchsvolle asiatische Kundschaft, grossteils aus Taiwan, Hongkong und China kompetent zu beraten und betreuen. Die aktive Geschäftsausbau mittels Marktbearbeitung, Geschäftsreisen und Nutzung Ihres bestehenden Netzwerkes gehört...

  • Manager, Sales Engineering

    vor 2 Wochen

    8003 Zürich, ZH, Schweiz Snowflake Vollzeit

    Build the future of the AI Data Cloud. Join the Snowflake team. Our Sales Engineering organization is seeking a Manager, Sales Engineering to lead our highly skilled team of Sales Engineers in Switzerland. You will work directly with our sales team and channel partners to understand the needs of our customers, strategize on how to navigate sales cycles,...

  • Enterprise Architect Enablement Lead

    vor 7 Monaten

    Zürich, Schweiz Workday, Inc. Vollzeit

    About the Role You will be charged with: Analyzing Onboarding progress and identifying the biggest enablement gaps for new hires Skills/Enablement gaps for all Workmates Program gaps to support your key persona Effectiveness of current course curriculum, certifications, training, etc Develop courses and enablement to support role ramp up as...

  • Senior Procurement Business Partner

    vor 3 Wochen

    Zürich, Zürich, Schweiz Chain IQ Vollzeit

    About Chain IQChain IQ is a global independent indirect procurement company that offers strategic, tactical, and operational procurement services. With headquarters in Zurich, Switzerland, we operate from 6 main centers and 14 offices worldwide.We utilize our market knowledge and insights, supported by innovative technology, to drive procurement...

  • Account Manager

    vor 3 Wochen

    Zürich, ZH, Schweiz Helvetic Trust AG Vollzeit

    Account Manager - Wealth Management Startdatum: Sofort Pensum: 80% - 100% Als eine führende, private Vermögensverwaltung, die sich auf die individuelle Betreuung vermögender Privatkunden spezialisiert hat, stehen wir für Diskretion, Expertise und massgeschneiderte Lösungen. Mit einem tiefen Verständnis für die Bedürfnisse unserer exklusiven Klientel...

  • Senior Wealth Management Professional

    vor 2 Monaten

    Zürich, Zürich, Schweiz W Executive Vollzeit

    Key Responsibilities:Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and objectives. Manage and grow a portfolio of clients, ensuring their banking and investment needs are met with tailored solutions. Provide expert financial advice on a range of products and services, including wealth management,...

  • Head Ai Global Wealth Management

    vor 3 Wochen

    Zürich, ZH, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 308535BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a thought leader and influencer, equipped to craft the GWM AI strategy and drive this roadmap? Do you have a global footprint in pivoting an organization of...

  • Global Product Management Excellence Manager

    vor 4 Wochen

    Zürich, ZH, Schweiz ABB Vollzeit

    **Global Product Management Excellence Manager**: **At ABB, we are dedicated to addressing global challenges. Our core values: care, courage, curiosity, and collaboration - combined with a focus on diversity, inclusion, and equal opportunities - are key drivers in our aim to empower everyone to create sustainable solutions. Write the next chapter of your ABB...

  • Werkstudent Portfoliomanagement

    vor 1 Monat

    Zürich, ZH, Schweiz DZ PRIVATBANK Vollzeit

    Wir sind das Kompetenzcenter für Private Banking, Fondsdienstleistungen und Kredite in allen Währungen innerhalb der Genossenschaftlichen FinanzGruppe Volksbanken Raiffeisenbanken. Als Spezialist für anspruchsvolle Finanzdienstleistungen bieten wir individuelle Lösungen für Private-Banking-Kunden mit einem Leistungsspektrum von der klassischen...

  • Relationship Manager Intermédiaires Financiers

    vor 4 Monaten

    Zürich, ZH, Schweiz Indosuez Wealth Management Vollzeit

    **Description du poste**: Au sein de notre Division Wealth Management, vous serez en charge de développer des relations d’affaires avec des Intermédiaires Financiers (principalement des Gérants de Fortunes Indépendants) et de promouvoir l'offre de la Banque auprès de ces derniers. - Poste avec management - Non - Cadre / Non Cadre - Cadre - Niveau...

  • IT Operations Manager

    vor 4 Wochen

    Zürich, Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. Vollzeit

    About CH10 - BJB Bank Julius Baer & Co. Ltd.We are a leading wealth management company that values individuality and entrepreneurship. Our team is passionate about creating value beyond wealth, and we're looking for a skilled IT operations manager to join us on this journey.

  • Strategic Wealth Manager

    vor 3 Wochen

    Zürich, Zürich, Schweiz eFinancialCareers Vollzeit

    Earn a competitive salary of $120,000 in Zurich as a Strategic Wealth Manager for eFinancialCareers.This is an excellent opportunity to join a thriving business and manage wealth management clients in Latin America.You will inherit existing clients and contribute to the growth of the business in the region, advising across public and private asset...

  • Wealth Management Expertise Consultant

    vor 1 Monat

    Zürich, Zürich, Schweiz CAPCO Vollzeit

    About CAPCOCAPCO is a global technology and management consultancy dedicated to the financial services industry.We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration, transformation delivery and managed services to move their organizations forward.We specialize...