Senior Director Goodbody Wealth Management Regions

About the Senior Director Goodbody Wealth Management Regions role

Goodbody Wealth provides a full range of advice on investments, wealth and financial planning, portfolio management, treasury management, pensions planning and active trading. Our clients typically include high-net-worth individuals, corporates and business directors, trusts, credit unions and not-for-profit organisations. Goodbody provides a broad range of services to our clients who are in turn supported by key experts in areas such as pensions, tax, property and investment management. Success has been built on providing trusted solutions to our clients.

This is an exciting opportunity for an individual with strong leadership, communication skills and a strategic mindset to significantly grow the presence of Goodbody Wealth Management outside of Dublin by providing a consistent and scalable service to clients using the best of Goodbody products and services. This individual will need to have a strong regional presence, both in our regional offices and at regional client meetings/events.

The Senior Director will report to the Head of Wealth Advisory and will be responsible for managing an existing multi-billion Euro client book. This role is a Controlled Function (CF).

Senior Director Accountabilities include:

Regional Strategy:

Development of a multi-segment strategy and operating model for the regions, incorporating all aspects of Goodbody’s proposition. This will include:

• Defining key roles and accountabilities of all staff within scope.
• Designing and delivering on the optimum operating model to support mass affluent, HNW and UHNW clients in the regions. This will involve outlining the engagement and interaction with other Goodbody product, segment and central teams and implementing a clear plan for increasing our target client base;
• Devising and overseeing advisor hiring plans to help achieve the regional strategy, including the evaluation of new regions/areas/hubs for growth;
• Ensuring the optimal use of resources, both on team and from central resources to help achieve the regional strategy.

Sales and Offices:

Oversight, enhancement and strategic overhaul of the Goodbody’s regional presence:

• Responsibility for the combined offices annual budget with input into the overall Wealth Management budgeting process.
• Grow assets and revenue (focused on high quality fee revenue) in line with budget and develop a clear strategy and approach to retaining and growing clients.
• Ensure delivery of suitable products including core discretionary, advisory and financial planning propositions to clients as well as working closely with the various stakeholders for each business line to ensure continuity in the delivery of advice and position the regions for well managed growth.
• Develop and maintain key client and business relationships with an emphasis on growing Goodbody’s regional presence in Ireland.
• With the support of Goodbody Brand, deliver client events in key regional centres.

Leadership

• Lead and develop a team of wealth professionals responsible for the provision of advice for the investment and planning needs of clients with the objective of strong client retention, increasing share of wallet and growing new clients.
• Deliver and communicate clear reporting and monitoring structures, including appropriate KPIs within the team to ensure well managed growth and compliance with all advisor obligations, ensuring compliance in the management of client mandates in line with investment policy.
• Ensure the team is set up to cross-sell our propositions and capabilities, including discretionary, financial planning, pensions and alternative investments.
• Maintain the highest level of personal and professional standards in line with the Fitness & Probity regime.

Qualifications and Experience

• Registered Representative Examination/Certificate in Stockbroking, CFP
• Primary degree or relevant professional qualification.
• A minimum of 10 years’ experience, with proven record in the financial advisory and investment management business.
• A proven record of leading and managing a team of investment professionals, business development, together with a track record of working on his/ her own initiative and delivering on targets.

Ideal Characteristics

The successful candidate should ideally have the following attributes:

• Clear track record in delivering exceptional client service while meeting ambitious business development goals.
• Strong leadership presence with a clear sense of direction and demonstrated ability in business development and driving performance through business change/transformation.
• Ambition to lead both self and other toward high performance.
• Demonstrated success in managing, motivating and driving high-performing teams.
• Excellent interpersonal, analytical, presentation and communication skills suited for both internal leadership and client engagement.
• Deep knowledge of and genuine interest in financial markets.
• Commitment to building a scalable, sustainable and dynamic business model.
• Proven ability to earn trust as an advisor, demonstrate integrity, and foster long-term relationships with a broad range of clients and colleagues.

Goodbody is focused on helping our employees thrive, and we do this by bringing to life our Employee Value Proposition (EVP) ‘Together we prosper’. Our firm’s purpose is to create long-term prosperity, and we cannot execute on our purpose without the right talent at Goodbody. To make sure we attract and retain industry-leading, passionate and inspiring talent, we’ve built a vibrant culture based on inclusion, opportunities to grow and a commitment to ‘do the right thing’, one of our core values. We live this by offering:

• Regular employee events through our universal inclusion programme fostering a sense of belonging and celebrating differences. And an ‘always on’ approach to social, financial, mental and physical wellbeing.
• A benefits package that includes a generous pension scheme, educational sponsorship and health insurance, along with a hybrid working model to promote better work/life balance
  Opportunities to give back through sustainability initiatives, volunteering and on-site and online meetings with our charity partners

Goodbody is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce. Reasonable accommodations are offered at every stage of our recruitment process. Should you have a reasonable accommodation request please include a note in your application or email us directly at HR@Goodbody.ie
Please read the Goodbody Recruitment Privacy Notice. By submitting your personal data to us, you acknowledge that you have read and understood this Privacy Notice and agree to the use of your personal data in line with this. We will only use the information that we collect about you lawfully in accordance with the Data Protection Acts, 1988 and 2003 and the EU General Data Protection Regulation (GDPR).
Appointment to this role is subject to the candidate’s eligibility to work in Ireland. Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Goodbody by recruitment agencies will not be accepted for this role. Goodbody operates a direct sourcing model and where agency assistance is required, the HR team will engage directly with our recruitment partners.

Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland. In the UK, Goodbody is also subject to regulation by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc.