Strategic Planning Manager - Chester
2 days ago
Job description
Overall Summary
Join TrinityBridge Commercial Office Team where you will play a key role in supporting the strategic success of our Wealth Planning division.
You will be responsible for supporting strategic planning, and aligning commercial analysis and performance reporting, with the specific focus on the Wealth Planning division.
We are open to candidates who are based in London, Birmingham, Northwich, or Cheltenham as well as Chester.Responsibilities
Strategic Partnership with the Head of Wealth Planning
Serve as a key strategic partner to the Head of Wealth Planning, providing insight, challenge, and support on all aspects of divisional strategy and operational performance.
Collaborate with the Head of Wealth Planning to help shape the business plan, and ensure alignment with overall TrinityBridge strategic objectives.
Act as a conduit between the Head of Wealth Planning, Commercial Strategy Director, and other senior stakeholders, ensuring effective communication and delivery of strategic initiatives.
Commercial StrategySupport the Head of Wealth Planning and Commercial Strategy Director, in developing and executing the division's short, medium, and long-term strategy aligned to the strategy of TrinityBridge, through provision of:
Development and monitoring of meaningful MI metrics
Understanding and analysis, where necessary, of client and operational metrics
Provide performance insights, and relevant/agreed KPI reports, to inform strategic decision-making and investment proposals
Data reviews and analysis, to support the development of strategies to increase revenues and margins, in line with the overall TrinityBridge business plan
Assessment of new business sources, to support thinking and development of relevant business development strategies
Market insights, to support creation of business plans, propositional developments and client experience progression
Collaboration with, but not limited to, Senior Finance Business Partner, Head of Wealth Planning, and wider Wealth Planning leadership (as agreed with Head of Wealth Planning)
As required, translate outputs from any strategy sessions into clear, actionable commercial initiatives
Cost-benefit analyses, to support proposed initiatives and investment proposals
Work closely with Commercial Office colleagues with a particular focus on market intelligence and strategic insights, data analytics and client experience to ensure alignment across strategic initiatives, when partnering with the Head of Wealth Planning.
We Would Love To Hear From You IfCommercially astute, with a strong understanding of business dynamics and financial implications. Confident in manipulating, analysing, and interpreting data.
Experience in a senior role within a high-growth environment within financial services, experience within Asset Management is a bonus
Proactive, eager to improve efficiency, take initiative, and continuously learn.
Confident, structured thinker, with robust communication skills, both verbal and written, able to distil complex concepts in an accessible way.
A collaborative team member, adept at managing diverse requests, excelling in time and project management, and effectively delegating tasks within a team environment.
Proficient in record-keeping and reporting.Self-driven, comfortable working independently with a strong bias towards action and the ability to get things done at pace and to a high standard.
Technologically savvy, with solid proficiency in MSOffice Suite:
Word, Excel (including advanced formulas), PowerPoint, Outlook skills, ideally with exposure to Microsoft 365 and its suite of power apps.
Strong people-orientation, able to establish and maintain business relationships and motivate cross-functional teams.
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box.
We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee.
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