Senior Distribution Strategy Manager, Wealth
Senior Distribution Strategy Manager, Wealth
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Job Description
Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UKs most responsible wealth manager.
We see it as our responsibility to invest for everyones tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients make a wider contribution to society and create a lasting legacy. Thinking acting and investing responsibly.
Job Title: Senior Distribution Strategy Manager Wealth
Department: Group Distribution
Location: London
Contract Type: Perm
Reporting to: Abigail Sater
The Role
The Senior Distribution Strategy Manager will be responsible for developing and supporting the execution of our commercial strategy across distribution channels with a strong focus on pricing budgeting team training and strategic projects. This leader will work closely with senior leadership influencing initiatives that enhance market penetration streamline operational processes and promote our offerings across key segments.
Outcomes of the Role
Commercial Strategy Development & Execution
- Optimize and execute distribution strategies aligned with the companys corporate strategy and growth objectives.
- Support group pricing structures that support market positioning and revenue goals.
- Lead budgeting processes including revenue and cost forecasts to ensure alignment with financial targets and efficiency metrics are tracked
- Drive efficiency improvement initiatives to support the teams market engagement and prospecting efforts.
Strategic Projects & Initiatives
- Oversee strategic projects that drive long-term growth operational efficiency and alignment with overall business goals.
- Collaborate cross-functionally to ensure project timelines objectives and budgets are met.
- Identify and prioritize opportunities for continuous improvement within the distribution channels.
Market Analysis and Competitive Intelligence
- Work with market insights team and client office to provide actionable insights to inform pricing strategy customer segmentation and tiring and go-to-market plans.
Stakeholder Collaboration
- Partner with internal stakeholders including Client office Product and propositions Marketing and Operations to ensure cohesive delivery of the commercial strategy.
- Work with the market intelligence team to ensure insights and guidance on market trends competitive positioning and distribution improvements and used to maximum effect
Leadership and Reporting
- Develop and present regular performance reports to senior leadership outlining the status of key projects budget performance and market achievements.
- Develop financial KPIs for reporting and also for channel targets
- Represent the distribution strategy function at key internal meetings providing insight and strategic direction to inform broader company initiatives.
Salesforce
- Drive the strategic roadmap for the distributions teams use of Salesforce and collaborate with Client Office to ensure lead management joined up across the distribution teams
Knowledge Skills and Experience
- Strong and effective communicator and key influencer ability to build strong relationships
- Can navigate complex problems effectively and understands risk and commercial implications
- Can grasp subject matter and details quickly and effectively to identify the problem and navigate solutions
- Strong collaborative skills across functions
- Highly adaptable proactive and able to take accountability. Can pivot and prioritise when required
- Experience leading a team and interacting with senior stakeholders on cross-functional projects
- Bachelors degree in Business Finance Economics or a related field; MBA or advanced degree preferred.
- Substantial experience in wealth management with a strong background in distribution strategy or commercial operations. Would consider candidates from management consulting or strategy consulting background
- Demonstrated success in developing and executing pricing budgeting and market engagement strategies.
- Experience leading strategic projects and managing cross-functional teams in a dynamic matrixed environment.
- Excellent analytical skills with the ability to translate data into actionable insights.
- Strong communication and influencing skills; comfortable presenting to senior stakeholders and clients.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.
We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values those that are passionate about client service operate with the highest levels of integrity and have a strong results focus.
Were a Level 1 Disability Confident employer under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.
Required Experience:
Manager
Employment Type
Full Time
