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Commercial Manager

4 months ago

London, United Kingdom Quilter Business Services Full time

**What the Hiring Manager Says** "The Commercial Manager will join our small, performance driven team, who are responsible for evolving and delivering the Wealth Management Division commercial strategy, with a particular focus on Quilter Private Client Advisers (QPCA). We have high exposureand strategic importance, with frequent collaboration with Managing Directors and c-suite leaders. The role requires critical, strategic, and lateral thinking as well as a disciplined delivery mindset and excellent communication skills, to ensure a clinicalfocus on identifying, communicating, and delivering client centric growth.
This is a great opportunity to build relationships with regional offices and senior leaders to collaboratively deliver commercial success and the ongoing delivery of exceptional client outcomes".
Sammy Licence - Head of Commercial Development

**About the Role** **Level**: Level 4

**Department**: Wealth Management - Commercial Development

**Location**: Flexible - travel to London required

**Contract type**: Permanent

Working closely with the Head of Commercial Development and other senior leaders, you will be responsible for the development, articulation, and evolution of the commercial strategy and delivery plans.

You’ll identify growth opportunities whilst developing compelling business cases and plans to drive value.

This will also include activity to 'enable’ the initiatives, such as identifying process or system improvements or supporting regional operational activity where suitable.

Key areas include:

- Strategy development - working with the Head of Commercial Development and other stakeholders to support the development and articulation of our growth strategy.
- Opportunity generation - identifying opportunities whilst developing and delivering plans to deliver value from them.
- Opportunity management - identifying requirements and subsequent areas for development (such as process improvements, system requirements, roles and responsibilities) to ensure opportunities and managed efficiently and effectively to support the businessobjectives.
- Enablers - identifying and delivering value across a variety of areas which overall support opportunity generation and management to meet commercial success criteria, such as:

- Client Data - Defining and implementing how QPCA client data can enable/support the commercial strategy to drive growth. This includes working with stakeholders to ensure client data is mature/robust, as well as ensuring allocations to financial plannersare well managed and optimised. All ultimately improving productivity, enabling analysis, and supporting growth.
- Working with regionally teams to ensure client allocations to financial planners are optimised
- Working with stakeholders to support the transition of lower value clients to QFA whilst ensuring the delivery of good customer outcomes
- Commercial related reporting - ensuring the delivery of commercial related reporting as required by Commercial team and broader business. Reviewing reporting today and ensuring the right questions are being asked and answered to tell cohesive and insightfulstories.

**About You** **Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.**

You’ll need strong stakeholder management skills, with the ability work effectively and build relationships with our senior leaders and regional offices.

You’ll be confident in delivering presentations, with advanced influencing and change management skills, being seen as a trusted partner with a true understanding of the key business drivers and risks.

You’ll understand the importance and management information (MI), with the ability to find and articulate trends and solutions.

You’ll have experience of project management, able to prioritise and manage a range of initiatives through to delivery.

Although your core role is focused on the development of Quilter Private Client Advisers, there is huge opportunity across our Wealth Management segment.

You’ll need the ability to work across the division as a whole, able to learn new areas of the business, sector trends and best practice. You’ll be a self-starter, able to work autonomously in building knowledge and keeping up to date with industry trends.
- Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financialfutures._
- In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times._
- Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care andcreativity that we need, to help us get there._
- We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learningmore about joining us._

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