Business Manager

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.

• Proven experience in business management within wealth management, private banking, or financial services.


• Strong understanding of the regulatory environment and operational frameworks.


• Excellent stakeholder management and communication skills. Strong people-orientation, able to establish and maintain business relationships and motivate cross-functional teams.


• Analytical mindset with the ability to interpret data and drive insights.


• Experience in leading change and managing cross-functional projects.


• Strong commercial acumen and client-centric approach. Commercially astute, with a strong understanding of business dynamics and financial implications. Confident in manipulating, analysing, and interpreting data.


• Self-driven, comfortable working independently with a strong bias towards action and the ability to get things done at pace and to a high standard.


• A collaborative team member, adept at managing diverse requests, excelling in time and project management, and effectively delegating tasks within a team environment.

• A company pension - 9% non-contributory or 10% if you contribute 5%.


• Private medical insurance - Individual on joining, family after 1 years' service.


• Life assurance - 8 x salary


• Income protection - 75 % salary


• Company share scheme.


• Discretionary bonus


• Flexible holidays - purchase up to 5 additional days.


• Green Car Scheme


• Family friendly policies - enhanced family leave for parents & carers


• Study support - study days and funding for courses and qualifications.


• Season travel ticket loans.


• Volunteering days


• Gym discounts


• Other voluntary benefits you can choose to suit you.

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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