Wealth Management Commercial Optimisation Manager

Join us as a Commercial Optimisation Manager to help improve commercial performance, operational effectiveness, and client outcomes across the business. Working closely with colleagues across front office, product, operations, technology, finance, and risk, you will use data and insight to identify opportunities, support business priorities, and help shape how performance is measured and improved.

You will bring together information from across the business to create a clear picture of performance, helping stakeholders understand trends, opportunities, and areas requiring attention. By turning complex data into practical insights, you will support informed decision-making, encourage continuous improvement, and contribute to better experiences for both clients and colleagues. The position offers broad exposure across the organisation, with the opportunity to support business-wide improvements, strengthen ways of working, and coordinate activity across a range of teams.

You will also help ensure that progress, outcomes, risks, and dependencies are clearly understood and appropriately monitored, contributing to the successful delivery of business priorities and long-term growth. To be successful as a Commercial Optimisation Manager, you should have experience with: Commercial performance, business optimisation or business management. Performance reporting, management information and data analysis.

Process improvement, productivity enhancement or operating model development. Governance, risk and regulatory frameworks. Working across multiple teams to deliver business priorities. Presenting insights and recommendations to senior stakeholders. Some other highly valued skills may include : Experience within wealth management, private banking, financial planning or retail banking. Data visualisation and dashboard development.

Understanding of customer outcome, conduct and regulatory requirements. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in London. Purpose of the role To identify and capitalise on business opportunities, expansion of the customer base, relationship management, and driving of revenue growth.

Accountabilities Execution of market research and analysis to support the identification of potential opportunities, market trends, and customer needs, to develop strategies for business growth. Identification of leads through various channels such as networking, referrals, cold calling, and attending industry events. Management of existing client relationships to understand their needs and identify opportunities for cross-selling or upselling banking products and services.

Development and execution of strategies to acquire new business and expand the customer base, including preparation of proposals, presentations, and negotiation of contracts. Collaboration with product managers, credit analysts, product specialists, operations, and other internal stakeholders to ensure seamless delivery of products and services to clients. Forecasting of sales targets and tracking progress against goals, including regular reports on business development activities, pipeline status, and sales performance to management.

Contribution to the development of business development strategies and initiatives to drive revenue growth and achieve business objectives. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..

If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They m