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As the Head of the Retail Account Management Operations, you will be responsible to drive the Mass Retail Sales function with the management of Mass Retail Sales Processes, Strategy Execution, Activities & Projects, Resource Management and Systems. Mass Retail Sales is largely focused on the efficient and scalable management of sales interactions throughout the acquisition, onboard in and retention lifecycle mass retail customers, particularly focused on those acquired through organic and digital channels. The role will be responsible for the administrative and operational management of the Retail Account Managers globally and support the Regional and Country Heads in the delivery of strategic goals.


Sales Processes

Utilising business domain expertise, sales processes are defined, established, implemented and continuously optimised. They are to be orientated to the alignment of the best Customer Experience and consistency of execution. Process performance is to be explicitly defined and implementation of appropriate quality management functions.

Sales Strategy Execution

Working under the direction of the Commercial and Country Heads, be responsible for the implementation of the desired sales and customer strategies, formulate the appropriate tactical and operational plans to achieve these desired goals and targets. Cascade these plans with appropriate resourcing, performance management and optimisation of processes to realise the delivery of these strategic goals of Sales.

Sales Resource Management

Be responsible for the overall planning and administrative management of the Retail Account Managers.

Formulate, implement and manage the Performance Management for all Retail Account Management resources.

Define the required functions, skills and capabilities for the respective sales roles and identify & address gaps, and support learning & development plans.

Plan and fulfil recruitment needs and support employee development and retention.

Sales Activities & Projects

Be responsible for all planned and ad-hoc activities and projects required to support the delivery of strategic goals and overall improvement of the sales function, utilising corporate project management standards.

Ensure the timely delivery and quality of implementation for such activities. Be the key management member and point of contact for interfacing with other company departments and business areas for the cross-functional product, customer and market-related activities.

Sales Systems & Data

With strong business domain expertise and CRM utilisation knowledge, to define and optimise systems used for sales processes and their adoption by sales resources by working closely with the CRM and BI teams.

To understand the data and analytical needs for the sales function and ensure availability and hygiene in relevant systems and reporting. To drive performance and decision making with quantitative and empirical methods.


A Bachelor Degree is a must.

Minimum 5 years of experience in B2B Key Account Sales in the financial service industry.

Stock/FOREX trading knowledge is a big plus.

Proper knowledge of online/mobile business is a big plus.

Native Spanish/Portuguese (depends on the region) speaker with professional fluency in English.

Solid knowledge of digital content creation and communication.

Excellent interpersonal skills.

Track record of achieving and exceeding targets.

Meticulous is highly important.

Be professional and cooperative, to ensure an effective working partnership with business partners, subject specialists and staff.

Professional level in MS office software.

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