Head of Commercial – Wealth Segment

This is a fully remote position, open to applicants in Switzerland.

📋 Description

• Pricing strategy — establish and oversee the pricing strategy for the wealth segment client portfolio.

• Client segmentation — categorize the wealth portfolio and create tailored propositions for each segment.

• Competitive benchmarking — conduct ongoing comparisons with peers in the wealth segment.

• Product development — focus on attracting profitable client segments by collaborating with the appropriate trading and product teams.

• Cost optimisation — assess and enhance the financial efficiency of serving the wealth segment.

• Customer economics — adopt a data-driven methodology for lifetime value, churn, and pricing experimentation, in collaboration with the Technology team.

• Cross-functional cooperation — collaborate closely with Sales and Relationship Managers, Compliance, Risk, Treasury, and Technology departments.

• Pathway to extend — expand responsibilities across all EXANTE client segments once wealth performance has been established.

⛳️ Requirements

• 8–15 years of experience in revenue management, pricing, or commercial product roles within a brokerage, exchange, neobank, or fintech serving wealth, premium, or retail segments.

• Client-book economics — direct experience in optimizing the financial performance of a trading or investment client book is crucial.

• Strong quantitative skills — expertise in pricing analytics, segmentation, experimentation, and customer-economics modeling.

• Track record of uplift — proven, quantifiable commercial uplift achieved through pricing, segmentation, product, or cost modifications.

• Regulatory knowledge — familiarity with MiFID II and equivalent retail-conduct regulations, including FCA Consumer Duty, to navigate pricing and product governance smoothly.

• Fluent English — required.

• Commercial and hands-on — data-driven, comfortable operating within a lean team, and fully accountable for a P&L.

🏝️ Benefits

• Competitive salary that reflects your experience and the value you contribute.

• Flexibility that accommodates your lifestyle — work from home, from our office, or a combination of both. You choose what suits you best.

• Flexible benefits package — select the options that align with your life, rather than a one-size-fits-all solution.

• A genuinely good place to work — an informal, collaborative culture where your ideas are valued, and bureaucracy is minimized.

• Continuous learning — access to ongoing training, education programs, and support to enhance your expertise in a rapidly evolving industry.

• Connection beyond your desk — events that foster networking and celebration among our teams.

• Global exposure — collaborate alongside talented colleagues from around the globe, within a business serving clients in over 100 countries.