E

Evooq

Wealth management platform with risk analytics

Senior Sales Executive Europe - Software and Data

Full-TimeUpdated on 10/14/2026
No salary listed
Senior
Lausanne, Switzerland
HybridThree days in-office and two days remote per week.
Sales & Account ManagementAccount Executive

About the job

Requirements
  • At least 7 years of enterprise software sales experience, with a demonstrable track record of closing complex, multi-stakeholder deals in financial services technology.
  • Deep knowledge of the wealth management or asset management industry, including its business challenges, regulatory landscape such as MiFID II and FIDLEG, and technology needs.
  • An existing network of senior relationships at private banks, asset managers, or universal banks in Switzerland and/or the DACH region.
  • Ability to run consultative, value-based sales processes and navigate complex procurement cycles lasting 6–18 months.
  • Fluency in German and English.
  • CFA or equivalent.
Responsibilities
  • Own the end-to-end sales cycle for new-logo acquisition, including prospecting, qualifying, delivering demonstrations, proposing, negotiating, and closing.
  • Build and manage a healthy pipeline across private banks, tier-1 banks, and asset managers in the territory, primarily DACH with potential for broader European coverage.
  • Develop deep relationships with C-suite decision-makers, CTOs, CIOs, and Heads of Wealth Management.
  • Partner with pre-sales and product specialists to deliver compelling, client-specific demonstrations and proof-of-concepts.
  • Contribute to the go-to-market strategy, competitive positioning, and pricing in collaboration with the CRO and product leadership.
  • Represent Evooq at industry conferences, forums, and client events.
  • Feed market intelligence back to product and leadership to keep the roadmap aligned with client needs.
Desired Qualifications
  • French language skills are a strong plus.
  • Experience selling portfolio management, risk analytics, or compliance technology platforms.
  • Familiarity with structured products workflows or front-office advisory tooling.
  • Background in wealth management, private banking, or asset management before moving into sales.

About the company

Evooq provides wealth management software platforms with embedded risk analytics and portfolio construction tools for wealth managers. Its scalable wealth platform serves as a central digital workspace for client data, portfolios, and products, and it includes Edgelab’s risk engine for multi-asset insights; the Elus system prices and trades structured products. It differentiates itself by unifying core wealth management functions in one platform with integrated risk analytics and a products platform, while supporting MiFID II and FIDLEG compliance and counting JP Morgan Private Bank among its backers. Its goal is to help wealth managers deliver personalized investment services more efficiently, manage risk, and reduce operational costs through automated advisory workflows.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Lausanne, Switzerland

Founded

2018

Get referred to Evooq

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Evooq won Asian Private Banker awards in 2025 for front office and trading technology.
  • Decisional AI integration in January 2026 adds agentic analysis without building its own LLM.
  • Titanbay partnership broadens private-markets access for banks and wealth managers.

What critics are saying

  • Avaloq openly markets Evooq's advisory and structured-products capabilities, signaling fierce direct competition.
  • Growjo reports Evooq's headcount fell 13% last year, hinting at efficiency pressure.
  • Large banks can internalize Evooq's features, commoditizing the platform and crushing margins.

What makes Evooq unique

  • Evooq unifies advisory, risk, and structured-products workflows in one wealth platform.
  • J.P. Morgan Private Bank invested in Evooq in December 2022, validating enterprise demand.
  • Maybank rolled out Evooq's AI Advisor Assist across Southeast Asia on June 26, 2026.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Flexible Work Hours

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

-1%

2 year growth

0%
PitchBook
May 11th, 2023
Global investor news for May 11, 2023 | PitchBook

Investment platform Titanbay has partnered with Swiss-based wealth management software services company Evooq to provide private markets access to private banks and wealth managers.

Finextra
Dec 1st, 2022
JPMorgan Private Bank invests in two Swiss fintechs

JPMorgan Private Bank has invested in two Swiss fintech firms that provide software to help advisors build portfolios for wealthy clients.