Philippe Bongrand
CEO-Level Operator | Revenue, Growth & Transformation Executive | Private Banking, Asset & Wealth Management | WealthTech | AI | SaaS | PaaS | Financial Services | B2B Sales
Salaire / Taux journalier
Zurich, Suisse
Freelance, ouvert au CDI
Expertises
Langues
À propos
Introduction
Revenue-driven transformation CEO and growth operator in Tech and Financial Services. I help organizations accelerate revenue, scale commercially, and execute complex transformations — with strong operational discipline. My career sits at the intersection of: • B2B sales leadership • Technology platforms (SaaS, Cloud, Data, AI) • Financial Services & Wealth Management • Strategic transformation and M&A I combine board-level strategy with hands-on execution : from defining the growth thesis to rebuilding the commercial engine, restructuring operations, integrating acquisitions, and closing complex enterprise deals. ________________________________________ What I Do Best 1. Build and Scale Revenue Engines • Design and execute B2B growth strategies • Organize and professionalize sales forces • Improve go-to-market, segmentation, pricing • Lead complex enterprise sales cycles • Turn pipeline into predictable revenue 2. Lead End-to-End Transformations • Define and implement Target Operating Models • Execute digital and technology transformations • Drive cost discipline while protecting growth • Align talent, incentives and accountability cadence 3. Drive Value Creation (Organic & Inorganic) • Identify and execute M&A opportunities • Lead due diligence and integration • Deliver post-merger synergies (revenue & cost) • Build scalable platforms, not siloed businesses ________________________________________ My Profile • CEO and C-level executive in Tech and Banking • Partner-level background in strategy consulting • Deep expertise and track-record in B2B sales within regulated industries • Experienced in high-growth, complex and international environments I am particularly interested in: • CRO / Chief Growth Officer roles • CEO roles in technology-enabled financial services • Transformation mandates in PE-backed platforms
Expérience de travail
CEO Switzerland & Global Lead Private Banking
FNZ Group
mai 2021 - mai 2025
4 ans 1 mois
Zurich, Suisse
FNZ is an exponential growth tech company offering SaaS and PaaS (full Platform as a Service), infrastructure & Back-Office outsourcing to Financial Institutions. FNZ manages over 2 Trio $ of Assets on its platform globally. - Owned full P/L and reported to the Founder and Group CEO - Led an organic and inorganic growth strategy to establish FNZ in the Private Banking segment - Implemented and integrated 2 acquisitions in record time. - Turned around P&L to profitability by resetting strategy, offering, organization, operating and delivery model, and cost-to-serve. - Executed a major cost reduction. - Led a major platform technology simplification and modernization (one platform / one roadmap) - Supported 115 client relationships on their platform and digital transformation. - Led sales with clients in complex and competitive sales process - Led hundreds of staff in Switzerland and various other geographies. - Built a high performance organization and culture by promoting talent internally, coaching, clear accountability and cadence.
Founder
LEGACY - www.yourlegacy.ch
sept. 2019 - août 2021
2 ans
Advised individuals and companies on why and how to be remembered. www.yourlegacy.ch
Senior Partner, Global Head of the Wealth & Asset Management Practice
Roland Berger
janv. 2018 - déc. 2019
2 ans
Zürich Area, Switzerland
Global Head of the Wealth & Asset Management Practice. Supported clients on strategy and digital and change transformation .
Partner - Digital, Wealth & Asset Management
Oliver Wyman
janv. 2011 - déc. 2017
7 ans
Zurich, Suisse
- Lead Partner in charge of Private Banks, Wealth and Asset Managers in Switzerland. - Acquired new clients across various markets and built a multi-million revenue practice - Established the brand in the industry with differentiated thought leadership - Built C-suite relationships - Led engagements across : Strategy, Growth , Digital, Marketing & Sales, Pricing, Cost reduction, Merger Integration, Operational effectiveness, Risk Management. - Developed teams and thought leadership, publications, created repeatable playbooks used across various client programs - Advised C-level on complex strategy and implementation decisions
UBS Wealth Management
janv. 2004 - déc. 2010
7 ans
Zurich, Suisse
Marketing & Client Experience Department Head
janv. 2007 - déc. 2010
4 ans
Zurich, Suisse
UBS Wealth Management is the global industry leader. Worked 7 years at UBS Wealth Management (Zürich) to lead major transformations key to UBS's industry leadership. Focus on growth into a client centric and scalable organization. Supported UBS senior leaders and operational implementation across all key markets. Main areas of responsibilities covered : - Strategy, Growth & Business Development - Marketing and Client Experience - Sales and revenue increase levers - Transversal "change the bank" projects. Recognitions : - Promotions - Appointed first UBS Head of Client Experience - Internal "Key Talent" - Circle of Excellence Award (top 150 performers) .
Strategy & Sales Development Department Head
janv. 2004 - déc. 2007
4 ans
Zurich, Suisse
Led strategy and business development projects for UBS globally on: - Client segments (e.g. push into the UHNWI segment, the Affluent segment) - Product strategies (e.g. push into mandates) - Country strategies (e.g. various specific market growth plans) Developped Sales Force Effectiveness to: - increase Client Advisors / RM productivity - grow the sales force by hiring new advisors - improve profitability (e.g. pricing)
Consultant / Project Manager / Principal
The Boston Consulting Group (BCG)
janv. 1998 - déc. 2003
6 ans
Various strategy and execution projects done for complex global and leading companies. Contributed to sell the largest ever project of BCG Paris (a large M&A and Post Merger Integration between 2 large French banks). This generated more than 200 mio $ revenues during the PMI and became one of BCG's largest client globally. Built BCG's Paris Financial Services Practice in various content areas. Additional experience in Luxury, Energy, Utilities, Media & Telecoms, Entertainment in various geographies (mainly Europe and US) My projects mainly covered : - Strategy and growth - Pre and Post Merger Integration : 7 PMI led as Manager in charge, including of global complex banks - Change Management initiatives. Promoted twice / elected to Principal.
Coaching, Teaching, Non-for-profit roles
Various Companies
janv. 1998 - juil. 2003
5 ans 7 mois
Zurich, Suisse
Various coaching, teaching, Board and non-for-profit roles
Formation
Northwestern University - Kellogg School of Management
MBA, Marketing, Strategy, Finance
1995 - 1996
2 ans
Licences et certifications
Google AI Professional Certificate
Délivré le : mai 2026
AI Fundamentals
Délivré le : févr. 2026