Director of Business Management in Wealth Management & Advice Solutions providing strategic advice and managing business performance data. Leading executive decision support and stakeholder relationships.
About the role
- Commercially minded leader driving revenue and customer growth for a global SaaS company. Focus on operational excellence and team development across the region.
Responsibilities
- Own and manage the regional P&L, ensuring all key financial measures and targets are met.
- Work in close partnership with the Sales organisation to track, forecast, and report on commercial performance across the region.
- Maintain accurate and timely forecasting of revenue, costs, and headcount to support business planning cycles.
- Use financial insights to identify opportunities to optimise costs and improve margin performance; manage budgets and billing in line with company standards.
- Define and communicate a clear regional implementation vision aligned with company strategy and global priorities.
- Set departmental strategy for the short to mid-term, translating broader business goals into actionable regional plans.
- Lead change management initiatives, driving adoption of new processes, tools, and ways of working across the region.
- Ensure standardised workflows, systems, and compliance practices are maintained across all regional operations.
- Forecast demand, manage resource allocation, and maintain balanced capacity to ensure timely and high-quality delivery.
- Resolve complex client escalations and implement root cause analysis to prevent recurrence; enable and support implementation partners.
- Lead, coach, and develop a high-performing team with clear performance management structures and accountability.
- Oversee performance reporting across delivery, financials, forecasting, people development, and strategic initiatives.
- Act as a strategic liaison with Sales, Finance, Product, and Operations to maintain alignment and drive shared outcomes.
- Champion customer centricity, ensuring regional decisions are grounded in customer needs and success outcomes.
Requirements
- 8+ years of experience in a senior leadership role, ideally within a technology, SaaS, or professional services environment.
- Demonstrable P&L ownership experience and a track record of delivering commercial results within a regional or divisional remit.
- Proven experience working in close partnership with Sales organisations and influencing revenue outcomes.
- Strong managerial skills with experience leading and developing large, distributed teams across multiple locations.
- Degree-level education or equivalent experience; business, management, or technology discipline preferred.
- Experience with CRM and reporting tools (e.g. Salesforce, Gainsight); proficiency in data-driven decision making and financial modelling.
Benefits
- Generous Paid Time Off
- Extended Parental Leave
- Robust Health Coverage
- Accelerated Learning Paths
- Team Wellness Initiatives
- Company-wide Events
- Employee Resource Groups
- Recognition awards
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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