Business Manager

Support the Financial Services (FS) Leadership team to drive high FS colleague engagement, enable business growth and optimise client service. Working closely with the Chief Investment Management Director (CIMD) and Chief Financial Planning Director (CFPD), create the FS business plan in partnership with key stakeholders across the business. Oversee the FS business objectives from development to successful execution under the guidance of the FS Leadership team (CIMD, CFPD & RMPs) with a view to optimising current and future process.,

• Support the FS Leadership team (CIMD, CFPD & RMPs) in delivery of the FS objectives


• Understand the business context and be able to prioritise actions across FS


• Be the liaison across the FS Leadership team, overseeing daily operations and problem solving and escalate where required


• Engage on operational issues, understanding what is impacting the Front Office (FO) ensuring upward management where required


• Engage with stakeholders and teams across the business ensuring any business initiatives impacting FO are managed in line with the FS objectives


• Partner with key stakeholders to ensure effective and high-quality delivery of change initiatives and projects, assessing impact on the FO and ensuring expectations are managed where appropriate


• Prepare material and fully appraise the Leadership team ahead of meetings


• Represent the FS Leadership team in meetings, being their voice where appropriate


• Work with the Internal Communication team to ensure the FS agenda and voice is clearly represented


• Drive, mobilise and manage the FS roadmap with the FS leadership team to support executing with excellence.


• Facilitate decision making with the FS Leadership team, challenging initiatives to ensure appropriate delivery in FS


• Co-ordinate and drive the effective delivery of meetings (including the Managing Partner (MP) and Regional Managing Partner (RMP) sessions), in partnership with the Executive PA team


• To lead by example displaying strong values and beliefs and a commitment to encouraging individuals to operate within clearly defined ethical boundaries and put the client at the front of everything that they do
  
  Experience of Financial Services environments is desirable


Excellent interpersonal communication skills and ability to influence others

Effective decision maker with an ability to handle challenges and conflicting priorities comfortably

Excellent working knowledge of project management disciplines and ability to operate within project frameworks whilst adopting change delivery methods and processes

Good working knowledge of procedures and systems

Analytical skills

Excellent negotiating and influencing skills with both external and internal stakeholders

Ability to research, investigate and provide conclusions for both familiar and unfamiliar topics, providing advice and guidance to others and acting as an internal consultant, researcher and adviser as required to meet the business needs and objectives of the team

Inspiring and motivating with experience of coaching and mentoring

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.


• Competitive salary


• Private medical insurance


• Life assurance


• Pension contribution


• Hybrid working model (role dependant)


• Generous holiday package


• Option to purchase additional holiday


• Shared parental leave


We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.