Stack Wealth
Website:
stackwealth.in
Job details:
About Stack Wealth
Stack Wealth is a Y Combinator-backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We are building a wealth-tech platform that makes sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.
About the Role
We are looking for a driven and experienced Manager – Wealth Management to lead and manage a team of Wealth Managers/Relationship Managers. The person will be responsible for driving team-level sales and revenue targets, strengthening client relationships, improving team productivity, and ensuring a high-quality wealth management experience for clients.
The ideal candidate should have strong experience in wealth management, sales, financial advisory, and team leadership, along with a strong understanding of financial markets and investment products.
What You’ll Do
Team Leadership & Performance
- Lead, manage, and mentor a team of Wealth Managers/Relationship Managers to achieve individual and team sales targets.
- Set clear performance expectations, track KPIs, and drive accountability across the team.
- Conduct regular reviews of team performance, sales pipeline, conversions, revenue, and client acquisition.
- Coach team members on prospecting, client engagement, sales conversations, objection handling, and closing.
- Identify performance gaps and provide structured guidance and support to improve individual productivity.
- Motivate the team and create a high-performance, target-driven environment.
Sales & Business Growth
- Own the overall team acquisition, revenue, and AUM targets.
- Monitor the sales funnel from lead generation and prospecting through onboarding and conversion.
- Review pipeline quality and ensure timely follow-ups and effective lead management.
- Drive opportunities for cross-selling and upselling products such as PMS and increased portfolio allocations.
- Identify opportunities to improve conversion rates, wallet share, client retention, and overall team revenue.
Client & Wealth Management
- Support Wealth Managers in handling high-value and strategic client relationships.
- Ensure clients receive consistent and high-quality communication, portfolio reviews, and investment guidance.
- Participate in important client discussions and help the team handle complex client requirements or escalations.
- Ensure portfolio recommendations and client interactions are aligned with Stack Wealth’s investment philosophy.
- Monitor client engagement and retention across the team and proactively address concerns.
Process & Reporting
- Track and analyze team-level metrics including leads, conversions, AUM, revenue, productivity, and client retention.
- Maintain accurate sales and client records and ensure disciplined CRM and pipeline management.
- Work closely with internal teams to improve sales processes, client onboarding, and overall customer experience.
- Share regular business updates, insights, challenges, and growth opportunities with senior management.
What We’re Looking For
- 4+ years of experience in wealth management, financial services, sales, advisory, banking, AMC, PMS, or a related domain.
- Prior experience managing and mentoring a team of Wealth Managers, Relationship Managers, or financial advisors.
- Strong track record of achieving and driving sales/revenue targets.
- Strong understanding of financial markets, mutual funds, stocks, PMS, and investment strategies.
- Excellent client relationship management and communication skills.
- Strong leadership, coaching, and people-management abilities.
- Ability to analyze sales pipelines, identify bottlenecks, and improve team conversion.
- Strong commercial mindset with high ownership and accountability.
- Ability to explain complex investment concepts in a simple and client-friendly manner.
- Strong analytical, problem-solving, and decision-making skills.
Why Join Us
We’re rethinking how India invests. You’ll be part of a fast-moving fintech startup, working with a passionate team that is building a new approach to wealth management. If you enjoy leading people, driving business growth, working with financial markets, and helping clients build wealth, you’ll have the opportunity to make a meaningful impact at Stack Wealth.
Click on Apply to know more.
