Head of Client Management

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.
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    Narrow TAM Penetration: Directing resources toward our high-net-worth retail segments to maximize profitability.
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    Operational Excellence: Partnering with Commercial Operations to enforce standardized SOPs and a strict RACI matrix.
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    Client Lifecycle Leadership: Overseeing the entire journey from institutional onboarding to long-term retention and upsell.
  
  

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.
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    Revenue Driven: You have a track record of meeting or exceeding regional P&L targets in regulated financial environments.
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    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.
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    Regulatory Expert: Deeply familiar with the complexities of institutional onboarding, including KYC/AML requirements.
  
  

Your Responsibilities

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    Strategy Syncs: Collaborating with the Manager of Commercial Operations to review regional performance dashboards and adjust tactics.
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    Leadership Coaching: Conducting 1-on-1s with your Sales, RM, and CS leads to remove roadblocks and drive quota attainment.
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    Risk Management: Reviewing the institutional onboarding pipeline and mitigating risks for high-profile client accounts.
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    Culture Building: Reinforcing a high-performance culture aligned with our 2026 growth KRIs.
  
  

Success Metrics

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    Revenue: Achieving the regional Total Annualized USD Revenue target.
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    Growth: Specific expansion in the >$1k Client segment .
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    Adoption: 100% regional compliance with new CCG Standard Operating Procedures (SOPs).
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    Retention: Maintaining elite-level retention rates for high-value clients.
  
  

Technical & Work Requirements

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    Remote-Ready: As a regional leader, you must have a dedicated professional workspace and high-speed internet.
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    Equipment: Hardware must meet our minimal technical specifications for secure, high-stakes financial operations.
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    Value Alignment: We hire leaders who lead by example and embody our core values of transparency and integrity.