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Senior Regional Investment Manager

1 month ago

Liverpool, Liverpool, United Kingdom Quilter Full time

About the Role

This is a key senior role that plays a crucial part in shaping the future of our business. As the Head of Regional Offices, you will be responsible for managing our private client investment management teams across our 10 UK regional offices in accordance with the agreed corporate strategy and business plan.

Key Responsibilities

  • Develop and maintain an up-to-date business plan for the private client investment management teams in the allocated regions, as agreed with the CEO.
  • Agree the individual annual targets and objectives of each investment management team and monitor performance against these targets, whilst ensuring compliance with all applicable legislation, rules, codes of conduct and in-house policies and procedures.
  • Work closely with QCFP to ensure connectivity and alignment between Investment Managers and Financial Planners.
  • Oversee the maintenance of appropriate levels of training and competence for all relevant individuals within the investment management population, in conjunction with the Heads of Offices.
  • Ensure the provision of appropriate flows of information and administrative services to the investment management teams in compliance with all applicable regulatory requirements and controls.
  • Monitor, in conjunction with the Heads of Office, the investment performance of the portfolios managed by the investment management teams, ensuring compliance with the clients' objectives as well as regulatory requirements.
  • Authorise variations from the Company's standard fee charging schedules in accordance with the company's procedures on fee structures.
  • Liaise with the CEO, Sales and Marketing to develop and implement new business opportunities for the company, increasing funds under management.
  • Attend the Executive Committee, liaising with other committee members to assist in achieving the committee's objectives as well as attending other regular forums and meetings.
  • Visit UK regional offices several times a year.
  • Chair Quarterly Heads of Office meetings and coordinate presenters.

Management Accountabilities

  • Ensure that the regional teams operate in compliance with all relevant legislation, rules, codes of conduct and in-house policies and procedures.
  • Ensure the team is managed within its agreed budget, if relevant, regularly reviewing resourcing requirements and authorising all relevant expenditure.
  • Ensure that Heads of Office are recruiting employees who are competent and relevant for the position are recruited and in accordance with the company's recruitment policy.
  • Ensure that employees receive appropriate training and coaching, as well as adequate supervision and monitoring enable them to fulfil their tasks, meet required company standards and enable them to achieve personal objectives.
  • Regularly review the performance of employees in accordance with the company's guidelines, giving clear objectives and the requirements for the role and, where relevant, ensure that appropriate performance management or disciplinary action is dealt with in a prompt and fair manner, in accordance with the company's policies and procedures, and in conjunction with HR.
  • Responsible for the annual compensation review for the regional IM and support staff teams.
  • Ensure that all employees are treated in a fair and appropriate manner and not discriminated against.
  • Ensure that appropriate confidentiality and protection of data is maintained for all members of the staff.
  • Ensure the welfare of staff in accordance with Company health and safety policies.

About You

We are looking for a highly skilled and experienced professional who can lead our regional investment management teams and drive business growth. The ideal candidate will have a strong track record of success in investment management, excellent leadership and communication skills, and a deep understanding of the wealth management industry.

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.

Benefits

We offer a competitive salary and benefits package, including a 26-day holiday entitlement, a Quilter Incentive Scheme, a 10% non-contributory company pension scheme, private medical insurance, life assurance, and income protection.