Company
Finance
InvestmentDistribution&GovernanceLead
Neural analysis suggests this role is
optimal for Senior candidates.
“Investment Distribution & Governance Lead. Skills: Investment Distribution, Governance, Product Management, Regulatory Compliance, Risk Management, Commercial Strategy. Drive the Product Committee (CLC) agenda. Ensure high-quality and timely product approval processes”
What You'll Achieve.
Shaping the strategic direction and commercial success of the investment platform; Driving the distribution strategy across a comprehensive range of investment solutions; Ensuring the offering remains highly competitive, relevant, and aligned with evolving client needs; Translating investment capabilities into compelling client propositions that support asset growth, client acquisition, and revenue generation; Supporting client engagement by ensuring clear articulation of investment strategies, consistency of messaging, and high standards of sales effectiveness; Positioning the Bank as a trusted partner by delivering solutions that combine performance potential with transparency and discipline; Ensuring that commercial ambitions are underpinned by a robust governance framework; Maintaining full alignment with Swiss regulatory standards and internal risk controls; Enabling the delivery of innovative, well-structured, and compliant investment solutions to clients; Enhancing the Bank’s investment value proposition; Strengthening client relationships; Driving sustainable growth across the platform; Ensuring efficient decision-making aligned with client needs and commercial priorities; Enabling the launch of relevant and competitive investment solutions; Ensuring a differentiated and fit-for-purpose offering; Ensuring timely execution and market relevance; Enhancing relevance and client outcomes; Monitor and optimize platform penetration, concentration trends, and revenue contribution; Supporting business agility; Ensuring transparency and client protection; Supporting commercial decision-making; Supporting strategic steering; Contributing to the scalability and consistency of the investment platform across jurisdictions
Industry & Context.
Anticipate and translate regulatory developments into practical business solutions; Generate actionable insights to enhance product offering and distribution effectiveness
What They're Looking For.
Must Have
At least 7 years of relevant professional experience, Fluent English and Spanish
Nice to Have
CWMA Certification is a plus, Portuguese and French a plus
What You'll Do.
Drive the Product Committee (CLC) agenda
Ensure high-quality and timely product approval processes
Oversee and continuously optimize the product inventory and review cycle
Ensure effective implementation of governance decisions across the platform
Maintain robust documentation standards in line with Swiss regulatory requirements
Coordinate the Investment Committee
ensuring clear articulation and communication of the house view
Ensure consistency between asset allocation decisions and client portfolio implementation
Track key decisions and follow-ups
Strengthen alignment between investment strategy and product positioning
Drive alignment between the approved product universe and client portfolios
Monitor and optimize platform penetration
and revenue contribution
Identify opportunities to improve product positioning across client segments
Enhance distribution discipline and advisory quality
Lead structured and impactful communication to front office teams
Act as a strategic partner to Compliance and Risk
Ensure effective integration of the Bank’s suitability framework within distribution and advisory processes
Anticipate and translate regulatory developments into practical business solutions
Support the identification and management of conflicts of interest
Analyze revenue drivers and product performance
Monitor platform penetration and client adoption trends
Generate actionable insights to enhance product offering and distribution effectiveness
Prepare high-impact management reporting for CIO and EXCO
Collaborate with Global CIO Office and Fund Selection teams
Ensure effective alignment between global frameworks and Swiss regulatory requirements
Contribute to the scalability and consistency of the investment platform across jurisdictions
How You'll Work.
Team & Collaboration
Close partnership with the Chief Investment Office; Working closely with senior commercial stakeholders; Bridging Investments, Risk, Compliance, and Commercial teams; Act as a strategic partner to Compliance and Risk; Collaborate with Global CIO Office and Fund Selection teams
Communication Scope
Clear articulation of investment strategies; Consistency of messaging; Structured and impactful communication to front office teams; Fluent English and Spanish
Process & Methodology
Drive the Product Committee (CLC) agenda, ensuring efficient decision-making, Ensure high-quality and timely product approval processes, Oversee and continuously optimize the product inventory and review cycle, Ensure effective implementation of governance decisions across the platform, Coordinate the Investment Committee, ensuring clear articulation and communication of the house view, Track key decisions and follow-ups to ensure timely execution and market relevance, Strengthen alignment between investment strategy and product positioning
Full Job Description
Investment Distribution & Governance Lead Country: Switzerland The Investment Sales & Distribution Lead operates at the forefront of the Bank’s client offering, shaping the strategic direction and commercial success of the investment platform in close partnership with the Chief Investment Office. The role is responsible for driving the distribution strategy across a comprehensive range of investment solutions—including Advisory, Discretionary Portfolio Management, Alternatives, Funds, and Structured Products—ensuring the offering remains highly competitive, relevant, and aligned with evolving client needs. It plays a central role in translating investment capabilities into compelling client propositions that support asset growth, client acquisition, and revenue generation. Working closely with senior commercial stakeholders, the role actively supports client engagement by ensuring clear articulation of investment strategies, consistency of messaging, and high standards of sales effectiveness. It contributes to positioning the Bank as a trusted partner by delivering solutions that combine strong performance potential with transparency and discipline. At the same time, the role ensures that commercial ambitions are underpinned by a robust governance framework, maintaining full alignment with Swiss regulatory standards and internal risk controls. By bridging Investments, Risk, Compliance, and Commercial teams, it enables the delivery of innovative, well-structured, and compliant investment solutions to clients. Overall, the position plays a key leadership role in enhancing the Bank’s investment value proposition, strengthening client relationships, and driving sustainable growth across the platform. **Key Responsibilities** 1\. Product Governance & Platform Enablement * Drive the Product Committee (CLC) agenda, ensuring efficient decision-making aligned with client needs and commercial priorities * Ensure high-quality and timely product approval processes, enabling the
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