A leading global private markets investment firm is seeking a Senior Associate to join its Private Wealth Sales Strategy team. This is a high-impact role supporting the growth of private wealth distribution across EMEA and APAC, working closely with senior sales leaders, product specialists, and marketing teams.
The position is ideal for a commercially minded strategy professional who enjoys solving complex business problems, analysing markets, and helping shape growth initiatives within a dynamic investment management environment.
The Opportunity
You will play a key role in developing and executing sales strategy across international private wealth channels, providing actionable market insights, supporting strategic account planning, and helping drive commercial initiatives across multiple regions.
This role offers significant exposure to senior stakeholders and the opportunity to influence strategic decision-making across a growing global platform.
Key Responsibilities:
Market Strategy & Commercial Insights
- Analyse market trends, competitive dynamics, regulatory developments, and client demand across EMEA and APAC.
- Identify growth opportunities and commercial risks across regions, client segments, and distribution channels.
- Produce strategic analyses, market mapping, and briefing materials for senior leadership.
- Translate market intelligence into recommendations on sales coverage, prioritisation, and resource allocation.
Strategic Account Planning
- Partner with senior sales leaders to develop actionable account plans for key prospects and clients.
- Map client organisations, governance structures, buying centres, and decision-makers.
- Define engagement strategies, success metrics, and implementation plans.
- Monitor progress against strategic account objectives and coordinate internal stakeholders.
Client & Prospect Intelligence
- Conduct detailed research on target organisations, including ownership structures, strategic priorities, and competitive positioning.
- Build and maintain intelligence on distributors, private banks, wealth platforms, and institutional prospects.
- Capture and synthesise client feedback to inform commercial strategy and product positioning.
Product & Distribution Strategy
- Act as a liaison between sales, product strategy, and marketing teams.
- Translate market and client insights into product development and innovation discussions.
- Support evaluation of new product opportunities, structures, and market entry strategies.
- Ensure alignment between product capabilities, client needs, and sales messaging.
Strategic Projects
- Support initiatives such as market entry assessments, distribution optimisation, and platform partnerships.
- Contribute to executive presentations, board materials, and strategic recommendations.
- Develop frameworks, tools, and best practices to enhance sales planning and execution.
Ideal Experience
- 5–8 years of professional financial / professional services experience.
- Ideally, at least ~2 years’ experience within a leading management consulting firm (e.g. MBB, Oliver Wyman, L.E.K. or similar) and/or a strategy, commercial, business development, or sales strategy role within asset management.
- Strong analytical and problem-solving capabilities.
- Experience developing growth strategies, conducting market analysis, and supporting executive decision-making.
- Excellent written and verbal communication skills with experience producing materials for senior audiences.
- Strong organisational skills and attention to detail.
- Ability to work independently while collaborating effectively across multiple teams.
- Exposure to private markets, alternatives, or wealth distribution channels is highly desirable.