Julius Baer

Sales Development Manager - Global Product & Solutions 80% -100% (f/m/d)

Julius Baer Zurich, Zurich, Switzerland

Banking · 5,001-10,000 employees

19 h ago
Senior (5-10 yrs) Full-time Switzerland
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About the role

The Sales Development Manager will act as a central coordination function to drive sales effectiveness and support the Co-Heads of Global Asset Class Specialists. This role involves managing strategic projects, enhancing sales processes, and providing actionable insights to optimize performance across all asset classes.

What they look for

Sales enablement Stakeholder management Strategic planning Investment solutions Cross-asset knowledge Business development Performance steering Project management Financial services Data analysis Communication Leadership Product positioning Market entry strategy Commercial acumen

Requirements

Candidates must have proven experience in sales, business development, or strategy within the financial services sector, specifically with investment solutions. Strong stakeholder management, leadership capabilities, and a deep understanding of multi-asset environments are essential for this position.

Full description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

We are looking for a Sales Development Manager, to support our Co-Heads of Global Asset Class Specialists (GACS), within our Global Products & Solutions unit (GPS). The GACS team is home for the sales and solutions experts (structured products, alternatives, FICC, OTC, FX, and cross-assets), working directly with our internal and external clients.

Acting as a sparring partner to the GACS Co-Heads, the role contributes to strategic priorities, cross-asset initiatives, and the ongoing development of the GACS organization. This role exercises leadership through influence, coordination, and execution in a global environment.

The Sales Development Manager plays a central role in driving and enhancing sales effectiveness, initiatives, and strategic projects, across all asset classes. This role requires top notched stakeholders’ management and the capacity to steer internal coordination, sales management, and commercial enablement, ensuring that sales teams are equipped with the appropriate tools, insights, and frameworks to effectively position and distribute investment solutions.

YOUR CHALLENGE

Sales Enablement & Support

  • Act as a central coordination and enablement function for sales teams across all asset classes
  • Drive enhancements of sales processes, tools, and workflows to improve efficiency and effectiveness
  • Develop and maintain sales materials, pitch frameworks, and product positioning in collaboration with GACS units
  • Facilitate knowledge sharing and promote best practices across sales teams

GACS Partnerships & Coordination

  • Serve as a key partner to GACS teams, ensuring alignment between asset class strategies and sales execution
  • Act as a sparring partner to the GACS Co-Heads on strategic priorities, planning, and operational execution
  • Coordinate cross-asset initiatives, thematic campaigns, and internal communication
  • Translate asset class strategies into actionable sales guidance and frameworks

Sales Initiatives & Projects

  • Drive and contribute to strategic sales, business, and platform development initiatives (e.g., growth initiatives, market entry strategies, efficiency improvements) on behalf of GACS
  • Collaborate closely with GPS Strategy & Business Development and Front Management teams on cross-functional and bank’s strategic projects
  • Design and implementation of new distribution approaches, campaigns, and client engagement models
  • Drive innovation in sales practices, processes, and commercial frameworks

Stakeholder Management & Governance

  • Ensure clear communication and alignment across all relevant stakeholders within the bank
  • Engage with senior stakeholders and management committees to support decision-making and alignment
  • Prepare high-quality management updates, presentations, and decision-making materials for GACS leadership

Reporting & Performance Steering

  • Provide insights on sales performance, pipeline trends, and campaign outcomes
  • Translate performance data into actionable recommendations for GACS leadership team
  • Support business reviews and reporting processes in collaboration with GPS Business Management

 

Representation & Culture

  • Represent GACS in internal committees, working groups, and senior management forums
  • Act as a role model for integrity, professionalism, and client-centric behaviour
  • Provide guidance, mentoring, and coaching to junior colleagues and project team members where appropriate
  • Foster a culture of collaboration, accountability, and continuous improvement

YOUR PROFILE

  • Proven experience in sales, business development, product, or strategy-related roles within financial services with a focus on investment solutions
  • Strong exposure to multi-asset environments and sales organizations
  • Strong understanding of cross-assets solutions and knowledge about the competitive landscape and revenues drivers
  • Deep understanding of sales environments, KPI and distribution dynamics
  • Excellent stakeholder management and communication skills across seniority levels and functions
  • Demonstrated leadership experience, including matrix leadership, cross-functional coordination, or team mentoring
  • Proactive, ownership driven and execution focused
  • Collaborative and able to navigate complex organisational structures across locations and cultures
  • Client centric mindset with long term value creation focus
  • Strong strategic thinking combined with sound commercial acumen
  • High degree of integrity, regulatory awareness, and risk consciousness
  • Strong analytical skills with the ability to synthesize complex information and support decision-making
  • Structured, solution-oriented, and resilient working style in a fast-paced environment

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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