Regional Office Director

2 months ago

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

We are seeking an experienced and skilled professional to lead our private client investment management teams across our 10 UK regional offices. As Head of Regional Offices, you will play a key role in shaping the future of our business, driving growth, and ensuring compliance with regulatory requirements.

Key Responsibilities
  • Develop and maintain a business plan for the private client investment management teams, aligned with the company's corporate strategy and business plan.
  • Agree individual annual targets and objectives with each investment management team, monitoring performance and ensuring compliance with regulatory requirements.
  • Work closely with Quilter Cheviot Financial Planning to ensure connectivity and alignment between investment managers and financial planners.
  • Oversee training and competence for investment management teams, in conjunction with Heads of Offices.
  • Ensure provision of administrative services and information flows to investment management teams, in compliance with regulatory requirements.
  • Monitor investment performance, ensuring compliance with client objectives and regulatory requirements.
  • Authorise fee variations in accordance with company procedures.
  • Liaise with CEO, Sales, and Marketing to develop new business opportunities and increase funds under management.
  • Attend Executive Committee meetings and participate in cross-departmental projects.
Management Accountabilities
  • Ensure regional teams operate in compliance with regulatory requirements and company policies.
  • Manage team budgets, reviewing resourcing requirements and authorising expenditure.
  • Recruit competent employees, in accordance with company recruitment policy.
  • Provide training, coaching, and supervision to employees, ensuring they meet company standards and achieve personal objectives.
  • Regularly review employee performance, addressing performance management or disciplinary action as needed.
  • Ensure fair treatment of employees and maintain confidentiality and data protection.
  • Ensure staff welfare, in accordance with company health and safety policies.
About You

We are looking for a professional with a strong track record in investment management, leadership, and team management. You will have excellent communication and technical skills, with the ability to work effectively in a fast-paced environment.

Key skills and qualifications include:

  • Professional qualifications in investment management or a related field.
  • Minimum 3-4 nights away from home per month.
What We Offer

We offer a competitive salary, 26 days' holiday, and a range of benefits, including a pension scheme, private medical insurance, and life assurance.

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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