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Evooq

Wealth management platform with risk analytics

Head of Sales

Full-Time
No salary listed
Expert
Zürich, Switzerland
HybridThree days in the office and two days remotely; travel across Europe, the Middle East, and Asia is approximately 40–50%.
Sales & Account ManagementAccount Executive, Account Management

About the job

Requirements
  • Personally closed enterprise software-as-a-service or platform deals of CHF/EUR 300K+ annual recurring revenue into banks, asset managers, or capital markets institutions as the deal owner.
  • Experience selling technology products through 6–12 month sales cycles involving procurement, IT security, legal, and multiple business sponsors.
  • Operate with a structured sales methodology and articulate a concrete deal qualification process.
  • Run a product demonstration or lead one with pre-sales, and understand the product being sold at a functional level.
  • Fluent in English.
Responsibilities
  • Own the full sales cycle from outbound prospecting to signed contract for a complex enterprise platform.
  • Build and maintain a qualified pipeline using a structured sales methodology such as MEDDIC, SPIN, Challenger, or equivalent.
  • Run discovery workshops and coordinate product demonstrations with the pre-sales team.
  • Manage proof-of-concept and pilot processes end-to-end, including scoping, success criteria, stakeholder alignment, and conversion to production.
  • Develop expansion plans for existing accounts by identifying upsell opportunities, driving net revenue retention growth, and increasing platform adoption.
  • Navigate multi-stakeholder decision processes involving front office, IT, procurement, compliance, and C-level sponsors.
  • Build and execute a go-to-market playbook for structured products technology in collaboration with marketing and product.
  • Represent the company at industry events and generate pipeline from them.
  • Maintain accurate customer relationship management data, stage progression, forecasting, and win/loss analysis.
Desired Qualifications
  • French and/or German fluency is a strong plus for the Swiss and European client base.
  • Experience selling into capital markets, particularly structured products, derivatives, or trading technology.
  • Ability to hold credible technical conversations with front-office professionals such as structurers and traders.
  • Track record of managing proof-of-concept-to-production conversion in complex institutional environments.
  • Experience in scale-up environments building or refining sales processes.
  • Background as an enterprise sales professional at a capital markets technology vendor, a SaaS/platform seller at a fintech company with institutional banking clients, or a sales leader at a trading platform, pricing engine, risk system, or post-trade technology provider.

About the company

Evooq provides an integrated wealth management technology platform that automates the end-to-end advisory process for banks and asset managers. It combines client profiling, portfolio construction, risk analytics, investment proposals, and compliance in one workflow, using Edgelab’s risk analytics engine. It differentiates itself by tightly integrating risk analysis with portfolio construction and automated advisory, reducing the need for multiple tools and enabling scalable, compliant guidance. Its goal is to help financial professionals deliver personalized, compliant investment advice efficiently at scale, with a global client base and strategic partnerships and investors.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Lausanne, Switzerland

Founded

2018

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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.

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Benefits

  • Flexible Work Hours
  • Hybrid Work Options

Company News

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.