Team Lead - Relationship Management - Wealth - FinTech Startup

Team Lead- Wealth Advisory & Sales Leadership

Location: Gurgaon

Experience: 6-10 Years

Domain: Research-Driven Financial Advisory (Tech-Enabled)

The Opportunity:

We are representing a premier, tech-forward Investment Firm that is redefining high-net-worth wealth management through deep-tier research and a governance-first approach. We are seeking a high-caliber leader to bridge the gap between complex investment strategy and elite client execution. This is not just a sales role; it is a mentorship and tactical leadership position for a seasoned professional who excels at building high-performing advisory teams.

The Mandate:

Impact & Leadership:

Strategic Team Orchestration: Direct a specialized unit of 4-6 Relationship Managers. You will be the architect of their success, conducting tactical huddles and funnel audits to ensure the team operates with surgical precision.

Revenue & Growth Stewardship: Take ownership of the cluster's P&L. You will act as the "Closer-in-Chief," joining your team in high-stakes client negotiations and ensuring the portfolio scales through disciplined pipeline management.

Quality & Governance Alpha: In a market driven by volatility, you will be the final checkpoint for advisory integrity. You'll validate investment blueprints, ensure impeccable CRM hygiene, and uphold the highest standards of regulatory compliance.

Talent Incubation: Beyond hitting numbers, your legacy will be the professional growth of your RMs. You will coach them in advanced advisory techniques and sophisticated client-handling nuances.

Who You Are?

Experienced Leader: You possess 6-10 years of experience in Wealth Management, with at least 2 years of proven success in leading and scaling teams.

Advisory Expert: You have a "Governance-First" mindset, valuing research-backed recommendations over aggressive sales tactics.

Academic Pedigree: Graduate degree (Advanced certifications like CFP or CFA are a plus).

Tech-Savvy: Comfortable operating in a technology-enabled ecosystem where CRM discipline is non-negotiable.

Why Join This Firm?

- Our client distinguishes itself through a fusion of human expertise and proprietary technology.

- Unlike traditional banks, this firm prioritizes research-led solutions, offering a transparent and sophisticated environment for wealth professionals to thrive.

About Hireginie:

Hireginie is a premier executive search partner. We don't just fill roles; we curate careers. Our commitment is to transparency and excellence, ensuring that elite talent finds its perfect match in organizations that value growth and innovation.