Description
The Opportunity
Are you a strategic leader capable of turning a global vision into regional reality? As the Regional Head of Client Coverage , you will own the end-to-end performance of our most critical client-facing functions: Sales, Relationship Management, and Customer Success.
In 2026, our goal is clear: dominate the high-net-worth retail market through operational rigor and elite client service. You will be the architect of this growth in your region, managing a full P&L and leading a multi-disciplinary team to execute our "Sales Strategy 2026."
The Strategic Mandate
You aren't just managing a team; you are driving a transformation. Your role sits at the intersection of high-level strategy and ground-level execution.
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P&L Ownership: Full accountability for Total Annualized USD Revenue and net client acquisition. -
Narrow TAM Penetration: Directing resources toward our high-net-worth retail segments to maximize profitability. -
Operational Excellence: Partnering with Commercial Operations to enforce standardized SOPs and a strict RACI matrix. -
Client Lifecycle Leadership: Overseeing the entire journey from institutional onboarding to long-term retention and upsell.
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Who You Are
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A Proven Leader: 7+ years of experience managing multi-disciplinary teams (Sales, RM, and CS) within Fintech, Banking, or Wealth Management. -
Revenue Driven: You have a track record of meeting or exceeding regional P&L targets in regulated financial environments. -
Change Agent: You excel at driving operational adoption. You don’t just suggest new processes; you mandate and coach them into the team’s DNA. -
Regulatory Expert: Deeply familiar with the complexities of institutional onboarding, including KYC/AML requirements.
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Your Responsibilities
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Strategy Syncs: Collaborating with the Manager of Commercial Operations to review regional performance dashboards and adjust tactics. -
Leadership Coaching: Conducting 1-on-1s with your Sales, RM, and CS leads to remove roadblocks and drive quota attainment. -
Risk Management: Reviewing the institutional onboarding pipeline and mitigating risks for high-profile client accounts. -
Culture Building: Reinforcing a high-performance culture aligned with our 2026 growth KRIs.
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Success Metrics
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Revenue: Achieving the regional Total Annualized USD Revenue target. -
Growth: Specific expansion in the >$1k Client segment . -
Adoption: 100% regional compliance with new CCG Standard Operating Procedures (SOPs). -
Retention: Maintaining elite-level retention rates for high-value clients.
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Technical & Work Requirements
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Remote-Ready: As a regional leader, you must have a dedicated professional workspace and high-speed internet. -
Equipment: Hardware must meet our minimal technical specifications for secure, high-stakes financial operations. -
Value Alignment: We hire leaders who lead by example and embody our core values of transparency and integrity.
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