Head of Regional Offices

1 week ago

Liverpool, Liverpool, United Kingdom Quilter Full time
About the Role

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 company's strategic objectives.
  • Agree individual annual targets and objectives with each investment management team, ensuring compliance with regulatory requirements and company policies.
  • Collaborate with Quilter Cheviot Financial Planning to ensure seamless connectivity and alignment between investment managers and financial planners.
  • Oversee the maintenance of appropriate training and competence for investment management teams, in conjunction with Heads of Offices.
  • Ensure the provision of administrative services and information flows to investment management teams, adhering to regulatory requirements and company controls.
  • Monitor investment performance, ensuring compliance with client objectives and regulatory requirements.
  • Authorise variations to 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 participating in regular forums and meetings.
  • Visit regional offices regularly, chairing Quarterly Heads of Office meetings and coordinating presenters.
Management Accountabilities
  • Ensure regional teams operate in compliance with relevant legislation, rules, codes of conduct, and company policies.
  • Manage team budgets, regularly reviewing resourcing requirements and authorising expenditure.
  • 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, providing clear objectives and requirements, and addressing performance management or disciplinary action as needed.
  • Responsible for annual compensation reviews for regional IM and support staff teams.
  • Ensure fair treatment and non-discrimination of employees.
  • Maintain confidentiality and protect data for all staff members.
  • Ensure staff welfare, adhering to company health and safety policies.
About You

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, we encourage you to take a chance and apply. You could be exactly what this role needs.

We are looking for a professional with:

  • Attention to detail, handling tasks with thoroughness and accuracy.
  • Effective communication, listening, and written communication skills.
  • Technical knowledge relevant to the role, including computer systems, and a commitment to keeping this knowledge up to date.
  • Time management, balancing priorities to meet agreed deadlines.
  • Flexibility to adapt to changing business needs.
  • Teamwork, ensuring individual and team actions build excellent business practices and accountability for results.
  • Decision-making, making appropriate decisions to manage risk and control expenses.
  • Corporate focus and behaviour, possessing executive presence, using opportunities to build the business, and executing strategy within defined parameters.
  • Client focus, creating client-focussed solutions, balancing client outcomes, and ensuring safe and sound business decisions.
  • Managing and leading, providing leadership, planning for change, demonstrating exceptional judgement and managerial courage, and focusing on profitability.

We offer a range of benefits, including:

  • 26 days' holiday.
  • Quilter Incentive Scheme.
  • 10% non-contributory company pension scheme.
  • Private medical insurance.
  • Life assurance.
  • Income protection.

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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