Head of Business Development & Sales in Next-Generation Wealth Management

Axelra AG seeks a Head of Business Development & Sales in Zürich to launch a new Swiss wealth management platform. This on-site role focuses on building the commercial foundation, go-to-market strategy, and client acquisition engine from the ground up.

The company is launching an innovative, technology-enabled wealth management platform in the Swiss market and needs a commercial leader to define its growth model. This position involves shaping the brand, establishing the client acquisition approach, and building the sales infrastructure early in the venture's lifecycle. The role requires someone dedicated to constructing the business rather than managing an existing one.

Responsibilities

• Develop and implement a comprehensive go-to-market strategy utilizing personal networks, digital channels, partnerships, and referrals.
• Create a structured sales funnel that handles lead qualification, initial consultations, proposal delivery, and final client conversion.
• Cultivate and maintain strong relationships with key industry multipliers, including tax advisors, trustees, financial planners, and legal professionals.
• Establish a formal introducer program featuring consistent messaging, partner resources, referral workflows, and follow-up protocols.
• Collaborate with marketing teams to build a digital trust ecosystem comprising the website, LinkedIn presence, SEO, newsletters, webinars, PR, and paid advertising tests.
• Lead or actively participate in high-value prospect conversations, particularly during the initial launch phase.
• Monitor and improve key performance indicators such as customer acquisition cost, conversion rates, channel ROI, sales cycle duration, average assets under management, and net promoter score.
• Set up the operational rhythm for pipeline management, CRM adherence, sales reporting, and ongoing KPI tracking.

Requirements

• At least five years of experience in financial services, with a preference for wealth management backgrounds.
• Demonstrated history of establishing or scaling a business unit or entire company.
• Extensive expertise in acquiring clients and driving revenue growth.
• A university degree in finance, economics, or a closely related discipline, or equivalent advanced education.
• Fluent proficiency in both written and spoken German.
• Professional working proficiency in English.

Nice to have

• Background in digital wealth models or fintech environments.
• Advanced professional qualifications such as a CFA, MBA, or CAIA designation.

What the company offers

• A competitive salary package complemented by performance-based incentives and potential equity stakes.
• The chance to hold a top commercial leadership position within a new Swiss financial advisory venture.
• The opportunity to architect the growth strategy, brand identity, and client acquisition systems from scratch.
• The ability to collaborate with seasoned industry experts, dedicated long-term sponsors, and leading technology partners.

About the company

Axelra AG is a Swiss venture builder that transforms digital business concepts into fully operating companies. It is currently developing the first integrated financial advisor for private clients, combining independent advice, holistic planning, evidence-based investment management, and a hybrid digital-human client experience. The organization seeks builders who are passionate about creating new ventures rather than managing existing structures.

• Focus on turning digital business models into viable operating companies.
• Development of a holistic, hybrid digital-and-human client experience.
• Preference for individuals who want to build new ventures rather than act as traditional managers or consultants.

How to apply

Documents to submit:

• CV
• short note