StellenbeschreibungpAxelra is a Swiss tech venture builder that turns digital business models into operating companies. /p pWe are looking for an exceptional Head of Business Development Sales to take a leading role in a new venture in next-generation financial services, backed by experienced industry experts and powered by leading operational and technology partners. /p pWe are building the first fully integrated financial advisor for private clients, combining independent advice, holistic financial planning, evidence-based investment management, and a hybrid digital-and-human client experience. /p pWe are running this search confidentially and will share the company name and the full backing with you in a first conversation. /p pstrongThe Opportunity /strong /p pYou will join the launch team of an innovative company in the large Swiss wealth management market at an early stage, actively shape its development, and participate in long-term value creation, including through equity participation. /p pThis is a rare opportunity to shape the growth model, brand and client-acquisition approach of an independent, technology-enabled Swiss wealth-management platform from the ground up. The role suits a commercially driven builder who combines strategic thinking, relationship-building and hands-on execution. /p pstrongYour Mission /strong /p pYour mission is to build the commercial foundation of the venture: a repeatable, scalable, and measurable way to attract the right clients, convert them efficiently, and support long-term growth. /p pYou will focus on trusted introducers, partnerships, digital acquisition and disciplined sales execution, taking the venture from launch to scale. /p pYou will help validate and optimize key commercial KPIs, including AUM growth, CAC, CLV, conversion rates, channel productivity, and client acquisition payback. /p h2Tasks /h2 pstrongBuild the growth engine /strong /p ul liDesign and execute the go-to-market strategy across personal networks, introducers, referrals, partnerships, and digital channels /li liBuild a systematic sales process from lead generation and qualification to introductory calls, proposals, and client conversion /li liContribute to the future setup of a high performing sales organization /li /ul pstrongDevelop trusted introducer channels /strong /p ul liBuild and manage relationships with tax advisors, trustees, financial planners, lawyers, companies, and other relevant multipliers /li liCreate a structured introducer program with clear messaging, partner materials, referral processes, and follow-up standards /li /ul pstrongDrive digital and content-led acquisition /strong /p ul liWork with marketing partners to develop a digital trust engine, including the website, LinkedIn, SEO, newsletters, webinars, PR, and selected paid acquisition tests /li liEnsure digital activity goes beyond brand building and is directly linked to qualified lead generation and client conversion /li /ul pstrongConvert qualified prospects /strong /p ul liLead or support high-quality prospect conversations, especially during the early phase /li liWork closely with financial planning and wealth management specialists to ensure a credible, consultative, and compliant sales process /li liRefine the client proposition based on market feedback /li /ul pstrongEstablish commercial discipline /strong /p ul liTrack and optimize CAC, conversion rates, channel ROI, sales cycle length, AUM per client, and NPS /li liIdentify what scales, what should be stopped, and where to invest further /li liEstablish the operating rhythm for pipeline management, CRM discipline, sales reporting, and KPI tracking /li /ul h2Requirements /h2 pstrongExperience /strong /p ul li5+ years in financial services, preferably wealth management /li liProven track record of building or scaling a business unit or company /li liStrong experience in client acquisition and revenue generation /li liExposure to digital wealth models or fintech is a strong plus /li liDigital mindset, with comfort using technology for client acquisition, advisory processes, and operational efficiency /li /ul pstrongEducation /strong /p ul liUniversity degree in finance, economics, or a related field, or equivalent higher education /li liAdvanced qualifications such as CFA, MBA, or CAIA preferred /li /ul pstrongLanguage requirements: /strong /p ul liGerman: Fluent, both written and spoken /li liEnglish: Professional working proficiency required /li /ul pstrongPersonality /strong /p ul liHigh integrity and credibility /li liStrong communication and stakeholder-management skills /li liProfound sense of ownership with a proven track record of seamlessly switching between high-level strategy and operational execution /li liResilience and adaptability /li liBalanced entrepreneurial drive and risk discipline /li /ul pWe are not looking for a manager, advisor, or consultant. We are looking for someone who genuinely wants to build. /p h2Benefits /h2 pA rare opportunity to /p ul litake a commercial leadership role in a new Swiss financial advisory venture /li lishape the growth model, brand and client acquisition engine from the ground up /li liscale a business within the large and attractive wealth management market /li lijoin forces with experienced industry experts, committed long-term sponsors, and leading operational and technology partners /li libenefit from a competitive compensation package including salary, performance-based upside and potential equity participation /li libuild a purpose-led proposition: helping private clients achieve greater financial clarity, confidence and peace of mind. /li /ul pWe would love to hear from you. Please apply via a Join.com /a and attach your CV and a short note explaining why you are excited to build a new model for integrated financial advisory in Switzerland. /p pWe review applications on a rolling basis and aim to come back to you within 5 working days. The process is deliberately light: an intro call, a deeper conversation about the venture and your approach, and a meeting with the founders you would be working with. /p pWe intend to fill this position without the involvement of external recruiting or placement companies. /pbrpAxelra is a tech venture builder based in Zurich that accelerate digital business models. We love to build, launch and scale digital products services. /p
