Head of Regional Offices

3 days 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 CEO's strategy.
  • Agree individual annual targets and objectives with each investment management team, ensuring compliance with regulatory requirements and company policies.
  • Collaborate with QCFP to ensure seamless connectivity and alignment between Investment Managers and Financial Planners.
  • Oversee training and competence development for relevant individuals within the investment management population, in conjunction with Heads of Offices.
  • Ensure provision of administrative services and information flows 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 fee structure variations 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 UK regional offices regularly and chair Quarterly Heads of Office meetings.
Management Accountabilities
  • Ensure regional teams operate in compliance with relevant legislation, rules, codes of conduct, and company policies.
  • Manage team budgets, reviewing resourcing requirements and authorising expenditure.
  • Recruit competent and relevant employees, adhering to 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.
  • Lead 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 in accordance with 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 apply and take a chance on yourself.

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 by capitalising on resources and opportunities.
  • Managing and leading, providing leadership in following company policies and practices, planning for and adapting to changes in the industry.
Qualifications and Requirements
  • 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.
Core Benefits
  • Holiday: 26 days.
  • Quilter Incentive Scheme: Eligibility to participate in our incentive scheme, based on the company's performance and individual contribution.
  • Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions.
  • Private Medical Insurance: Single cover as standard, with the option to increase at personal cost.
  • Life Assurance: 4x salary, with the option to increase at personal 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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