Wealth Management Regional Director - South Job at Barclays (London)

Job Description

A Director-level leader accountable for Planning & Advice Distribution performance across the South region, with responsibility for the regional population of Team Leaders, Wealth Planners and Wealth Managers. The role leads through a team of Team Leaders, driving commercial delivery, adviser productivity, and quality of advice across the region. It is responsible for translating the priorities of the Planning & Advice business into clear regional execution, ensuring consistent performance, strong coaching disciplines, and high standards of client outcomes.

Job Responsibility

Accountability for regional outcomes across commercial outcomes, client experience and adviser productivity
Take responsibility for pan WM business initiatives where required
Lead delivery through Team Leaders, ensuring alignment, pace, and consistent execution across all teams
Use MI, forecasting, and performance insight to identify trends, address gaps, and drive targeted interventions
Maintain clear visibility of regional performance, risks, and opportunities
Partner with other regional directors to drive alignment in key priorities and ways of working
Lead, coach, and develop Team Leaders, ensuring effective leadership of their teams
Retain accountability for the regional Wealth Planner and Wealth Manager population, with clear oversight of performance, capability, and outcomes through Team Leaders
Set clear expectations on standards, behaviours, and productivity across the region
Build a strong, consistent performance culture, with clear accountability and follow-through
Drive alignment between regional execution and Wealth Management priorities, ensuring consistent delivery
Build and maintain effective relationships with stakeholders across Barclays to support delivery, client outcomes, and referral flows
Work with colleagues in the region from Private Bank, Business Bank, Barclays Retail Bank to drive a single face to market
Act as the senior regional representative, providing insight on performance, risks, and opportunities
Apply strong judgement to balance performance, client outcomes, and risk considerations
Use MI and insight to make timely, evidence-based decisions and interventions
Provide clear direction to Team Leaders in a complex and fast-paced environment
Address performance challenges with pace and clarity

Requirements

Proven leader of leaders within Wealth Management, Financial Planning, or Private Banking
Proven ability to deliver results via a balanced-scorecard framework spanning commercial outcomes, customer experience, colleague sentiment, and management of regulatory risk
Experience leading multi-team / regional distribution environments
Strong understanding of regulated advice processes, suitability, and client outcomes
Experience coaching leaders and improving performance at scale
Solid analytical capability, including identifying performance trends, drawing insights, and making data-driven decisions
Skilled in establishing and nurturing stakeholder relationships across interconnected strategic agendas

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Wealth Management Regional Director - South

Job Description

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