Job Description
Your new company Leading provider of personalised investment management and wealth management services for private investors and trustees. This includes discretionary investment management, unit trusts, tax planning, trust and company management, pension advice and banking services. Your new role The Business Manager is urgently required to join the organisation to oversee the business operations and growth within the regions. They will play a pivotal role in driving the commercial success and operational excellence of the Wealth Management business across a defined region. They will act as a strategic partner to regional heads, Team leaders and relationship managers to optimise business performance, and support the delivery of exceptional client outcomes. The position requires a strategic approach to commercials, relationship management and operational excellence. This individual will be responsible for driving business performance, supporting regional senior leadership, ensuring efficient day-to-day business management, and leading strategic initiatives to enable growth, scalability, and regulatory compliance. This role leads the planning, coordination, and execution of business readiness activities to minimise operational risks, maximise adoption, and ensure seamless transitions for the region. Partner with Regional Heads and Relationship Managers to deliver regional business plans and growth targets. Monitor and report on key performance indicators (KPIs), including revenue, net new money, client acquisition, and productivity. Support the implementation of strategic initiatives, including segmentation, pricing, and client experience enhancements. Member of the local or FP Leadership Committee and Management Committee team driving and shaping the future success of WM Develop plans and goals to help the WM leadership team achieve the agreed strategy and identify priorities against long-term and short-term directives. Principally responsible for ensuring that the wealth management business is fully prepared for the successful implementation of new products, services, operating model changes, technology, and regulatory changes. Realising WM business objectives by promoting efficiency and increasing profitability Oversight of WM Change initiative roadmap, ensuring appropriate resourcing/governance and local implementation Manage production of the annual business plan, budgets and forecasts, collaborating with CCO/ Distribution/ COO. Act as the first point of contact for resolving regional operational issues and escalating them where necessary. Support regional leadership in workforce planning, talent development, and succession planning. Drive performance management processes, including objective setting and regular reviews. Foster a culture of collaboration, accountability, and continuous improvement.
