Jonathan is a seasoned financial services executive with a distinguished global career spanning over 30 countries and leadership roles at every level of banking—from front-line sales to Global Head of Sales in Wealth Management at HSBC. Renowned as an expert in Sales Management, his experience ranges from structuring high-performing teams to embedding strategies that shape organizational culture and DNA.
While at HSBC, Jonathan led the global incentive framework across all country markets and spearheaded the transformation of coaching from a programmatic activity to a core cultural ethos. He also oversaw the global sales and distribution of insurance and wealth solutions, managing a network of 6,500 advisors and 17,000 branch leaders worldwide. Jonathan’s deep knowledge of omni-channel sales, branch optimization, and client primacy in wealth is paired with hands-on experience as a licensed insurance and wealth advisor in the U.S. for three years.
He has coached advisors and teams across over 20 countries in selling all aspects of retail, wealth, insurance and mortgages, and brings a mix of humor and real-world experience to emcee support as well as breakouts and keynote addresses. Jonathan brings a rare combination of strategic acumen, field-tested insight, and global perspective to drive results in retail, wealth, and insurance businesses.
In 2020 he founded Global Leader Group a consultancy and learning company that helps organizations grow, scale, and develop their people. They have done nearly 500 engagements with over 250 clients.
He resides in Provo, Utah, USA with his sweetheart of 28 years and has six children, and two grandchildren.
