Location: Grand Cayman, Cayman Islands (with international travel) Department: Sales / Institutional Services Reporting To: Head of Sales Employment Type: Full-Time Strategic Wealth Preservation (“SWP”) is seeking an experienced and commercially minded professional to lead the development and growth of its Institutional Services Division (ISD). This role represents a unique opportunity to build and scale a governance-grade custody platform designed to serve Family Offices, ultra-high-net-worth individuals (UHNWIs), institutional allocators, and advisory firms globally. About SWP Strategic Wealth Preservation is a trusted leader in international precious metals storage and wealth protection solutions, headquartered in the Cayman Islands. With over a decade of operational excellence, SWP provides secure, segregated, and fully insured precious metals custody services through a globally distributed vaulting network. As demand for institutional-grade precious metals custody continues to evolve, SWP is expanding its focus beyond traditional retail relationships to create a sophisticated institutional offering built around governance, reporting transparency, security, and jurisdictional diversification. Position Overview As a newly created role, the Sales Manager/Consultant – Institutional Services Division (ISD) will be responsible for designing, launching, and scaling SWP’s institutional custody platform. This is a hybrid strategic and operational leadership role requiring both infrastructure development and relationship management capabilities. The successful candidate will initially lead the creation of institutional onboarding standards, governance frameworks, reporting structures, and custody protocols, while also developing and scaling long-term relationships with Family Offices, institutional investors, trustees, and strategic partners. Key Responsibilities Institutional Services Division Development
Design and implement the operational framework for SWP’s ISD
Develop institutional-grade onboarding pathways and client documentation
Create governance-focused reporting structures and custody documentation
Translate SWP’s existing operational strengths into institutional frameworks and language
Establish scalable internal processes aligned with institutional expectations
Institutional Client Experience
Build a streamlined, digital-first onboarding experience tailored to Family Offices and institutional clients
Ensure all client interactions reflect professionalism, consistency, and governance requirements
Support the management of complex ownership structures and sophisticated custody arrangements
Custody & Governance Leadership
Formalise custody protocols and governance standards for institutional relationships
Develop clear frameworks around ownership structures, chain of integrity, insurance transparency, and asset security
Ensure operational processes align with audit and institutional due diligence expectations
Reporting & Compliance Support
Develop audit-ready and regulator-ready reporting standards
Deliver asset-level reporting suitable for institutional governance requirements
Support integration with client compliance and reporting frameworks
Relationship Management
Act as the lead relationship manager for ISD clients
Develop service standards, communication cadences, and escalation pathways
Coordinate closely with Operations, Sales, and Marketing teams to ensure seamless service delivery
Business Development
Develop and convert relationships with Family Offices, institutional investors, trustees, and advisory partners
Represent SWP at conferences, industry events, and strategic meetings
Work collaboratively with Marketing and Sales to strengthen SWP’s institutional positioning and thought leadership initiatives
Continuous Improvement
Gather feedback from existing and prospective institutional clients
Continuously refine the PIC offering based on market expectations and client needs
Candidate Profile The ideal candidate will possess a strong understanding of institutional client expectations and governance-focused service environments. Required Experience & Skills
Experience working with Family Offices, institutional investors, private banking, wealth management, custody, or fiduciary services
Strong understanding of governance frameworks and complex ownership structures
Ability to engage confidently with senior stakeholders including principals, trustees, CFOs, and advisors
Strong project management and operational execution skills
Excellent communication and relationship-building abilities
Ability to operate strategically while remaining hands-on in execution
Preferred Qualifications
Minimum of 10 years’ experience within financial services, institutional custody, private banking, wealth management, fiduciary services, trust structures, or related sectors
Bachelor’s degree in Finance, Economics, Business Administration, Law, Accounting, International Business, or a related field required
Professional qualifications or industry designations such as CFA, CAIA, CPA, CAMS, STEP, or similar would be considered advantageous
Strong understanding of securities environments, institutional governance, compliance frameworks, trust structures, fiduciary responsibilities, AML/KYC requirements, and complex ownership arrangements
Experience working with Family Offices, institutional investors, trustees, private banks, or governance-focused client environments highly preferred
Experience engaging with audit, compliance, legal, or regulatory stakeholders would be advantageous
Previous experience within the precious metals industry is not required, but would be considered advantageous
Ability to operate comfortably in a high-trust, high-confidentiality environment with sophisticated international clients
Cross-border or offshore financial services experience considered advantageous
Experience building or scaling a division/business line considered advantageous
Compensation Base Salary Up to USD $125,000 annually, depending on experience and qualifications, in addition to statutory entitlements including health insurance and pension. Please note that compensation is inclusive of potential earnings from Profit Sharing Plan. Performance Incentive Further, the successful candidate may be eligible for a performance-based bonus based on revenue and margin performance, division probability and AUM growth, amongst other matters. Why Join SWP This is not simply an operational role — it is an opportunity to help shape SWP’s next phase of growth. The successful candidate will have direct access to senior leadership and the opportunity to build a meaningful institutional business line within an established and respected international company. Preference will be given to Caymanians, persons possessing Caymanian Status, Permanent Residents or Residency and Employment Rights Certificate holders. Applications received from recruitment agencies will be not accepted at this time. Qualified applicants should submit a cover letter and CV/resume to recruitment@swpcayman.com by 26 July 2026.
