Sales Operations Lead at WisdomTree focusing on operational excellence across European sales. Leading a team for governance, processes, and client proposals in asset management.
Responsibilities
Drive efficiency, governance, and operational excellence across distribution function in Europe.
Ensure that sales team operates with clarity, consistency, and efficiency.
Lead a team of 6 handling Client Proposals & Regulatory Fund Reporting, Distribution Intelligence & Reporting, CRM Governance and Sales Processes and Communication.
Map, maintain, and continuously improve core distribution workflows and reporting including management and board updates.
Own and evolve the sales communication framework, ensuring updates are clear, consistent, and aligned across teams.
Run key governance forums, including sales leadership meetings, cross-functional working groups, and KPI reviews.
Champion operational discipline and cross-functional transparency, acting as the glue between sales and other internal departments.
Requirements
7+ years of experience in sales operations, enablement, or business management within asset management.
Strong understanding of distribution processes, CRM systems (Salesforce preferred), and data governance.
Experience managing RFP, client onboarding, and fund reporting workflows.
Excellent stakeholder management and communication skills, able to bridge commercial and operational teams.
Strategic thinker with a hands-on approach and a focus on continuous improvement.
Analytical mindset with advanced skills in data visualization and reporting tools (e.g., Power BI, Excel, etc.).
Proven ability to lead governance and process optimisation initiatives across complex organizations.
Detail-oriented, highly organised, and capable of managing multiple priorities.
Strong people and team management skills – capable of leading, mentoring, and developing individuals or cross-functional contributors.
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