Head of Regional Offices
4 weeks ago
We are seeking an experienced and skilled professional to join our team as a Regional Investment Management Director. This is a key role that will play a critical part in shaping the future of our business.
Key Responsibilities- Develop and maintain a comprehensive business plan for private client investment management teams in allocated regions, aligned with the CEO's strategy.
- Agree individual annual targets and objectives with each investment management team, ensuring compliance with regulatory requirements and company policies.
- Work closely with QCFP to ensure connectivity and alignment between Investment Managers and Financial Planners.
- Oversee training and competence for relevant individuals within the investment management population, in conjunction with Heads of Offices.
- Ensure provision of administrative services to investment management teams, adhering to regulatory requirements and controls.
- Monitor investment performance of portfolios managed by investment management teams, ensuring compliance with client objectives and regulatory requirements.
- Authorise variations from standard fee charging schedules, in accordance with company procedures.
- Liaise with the CEO, Sales, and Marketing to develop and implement new business opportunities, increasing funds under management.
- Attend Executive Committee meetings, contributing to achieving committee objectives and attending regular forums and meetings.
- Visit UK regional offices regularly and chair Quarterly Heads of Office meetings.
- Ensure regional teams operate in compliance with relevant legislation, rules, codes of conduct, and in-house policies and procedures.
- Manage team within agreed budget, regularly reviewing resourcing requirements and authorising expenditure.
- Ensure Heads of Office recruit competent and relevant employees, in accordance with the company's recruitment policy.
- Provide training, coaching, and supervision to employees, enabling them to meet company standards and achieve personal objectives.
- Regularly review employee performance, giving clear objectives and requirements, and ensuring prompt and fair performance management or disciplinary action, in accordance with company policies and procedures.
- Responsible for annual compensation review for regional IM and support staff teams.
- Ensure fair treatment of employees and maintain confidentiality and data protection.
- Ensure staff welfare, in accordance with Company health and safety policies.
We welcome applications from individuals with diverse backgrounds, enabling 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?
We are looking for a professional with a strong track record in investment management, who can lead and motivate a team to achieve exceptional results. You will have excellent communication and leadership skills, with the ability to work effectively in a fast-paced environment.
Key skills and qualifications include:
- Professional qualifications as specified by the relevant regulatory authority and the Company's T&C Scheme.
- A professional attitude at all times.
- A minimum of 3-4 nights a month away from home.
We offer a range of benefits, including:
- Holiday: 26 days.
- Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it.
- Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions.
- Private Medical Insurance: Single cover as standard, cover can be increased at your own cost.
- Life Assurance: 4x your salary, cover can be increased at your own cost.
- Income Protection: 75% of salary payable after 26 weeks of absence.
In addition to our core benefits, we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
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Head of Regional Offices
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Head of Regional Offices
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Liverpool, Liverpool, United Kingdom Quilter Full timeAbout the RoleWe are seeking an experienced and skilled professional to join our team as a Head of Regional Offices. This is a key role that will play a critical part in shaping the future of our business.Key ResponsibilitiesDevelop and maintain an up-to-date business plan for the private client investment management teams in the allocated regions, as agreed...
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Liverpool, Liverpool, United Kingdom Quilter Full timeAbout the RoleWe are seeking an experienced and skilled professional to join our team as a Head of Regional Offices. This is a key role that will play a critical part in shaping the future of our business.Key ResponsibilitiesDevelop and maintain an up-to-date business plan for the private client investment management teams in the allocated regions, as agreed...
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Liverpool, Liverpool, United Kingdom Quilter Full timeAbout the RoleWe are seeking an experienced and skilled professional to join our team as a Regional Investment Management Director. This is a key role that will play a critical part in shaping the future of our business.Key ResponsibilitiesDevelop and maintain a comprehensive business plan for private client investment management teams in allocated regions,...
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1 month ago
Liverpool, Liverpool, United Kingdom Quilter Full timeAbout the RoleWe are seeking an experienced and skilled professional to join our team as a Regional Investment Management Director. This is a key role that will play a critical part in shaping the future of our business.Key ResponsibilitiesDevelop and maintain a comprehensive business plan for private client investment management teams in allocated regions,...
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Liverpool, Liverpool, United Kingdom Quilter Full timeAbout the RoleWe are seeking an experienced and skilled professional to join our team as a Regional Investment Management Director. This is a key role that will play a critical part in shaping the future of our business.Key ResponsibilitiesDevelop and maintain a comprehensive business plan for private client investment management teams in allocated regions,...
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Liverpool, Liverpool, United Kingdom Quilter Full timeAbout the RoleWe are seeking an experienced and skilled professional to join our team as a Regional Investment Management Director. This is a key role that will play a critical part in shaping the future of our business.Key ResponsibilitiesDevelop and maintain a comprehensive business plan for private client investment management teams in allocated regions,...
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