Oakleaf Partnership
Head of Commercial Learning - Wealth Management
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Oakleaf are partnering with a leading financial services organisation to hire a Head of Commercial Learning on an initial 9-12 month basis (with a view to going permanent).
This is a high-profile opportunity to join a newly evolving Talent function with strong sponsorship from senior leadership and a genuine mandate for change. The business is investing heavily in modernising its learning capability, commercial effectiveness, and leadership infrastructure following a large-scale integration and wider org transformation.
Reporting into the Director of Talent, the Commercial Learning Manager will manage a team responsible for both business-facing learning and business systems training across the organisation.
This role will suit someone who combines strategic thinking with a highly hands-on approach. While there is a strong consultancy and stakeholder element, the immediate focus is on execution, programme delivery, team leadership, and helping build scalable commercial learning capability within a fast-moving environment.
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Key Responsibilities
- Lead the Commercial Learning function and manage a multi-disciplinary team
- Deliver key commercial and growth-focused learning programmes across the business
- Help design and build a new front-office sales academy, including learning journeys and supporting tools/technology
- Oversee major learning initiatives linked to commercial capability and systems transformation (SalesForce)
- Prioritise and coordinate multiple projects to ensure effective delivery
- Work closely with stakeholders to understand learning needs and deliver practical, business-focused solutions
- Improve learning data, reporting, and dashboards to better demonstrate impact
- Support the ongoing development and modernisation of the learning function
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Desired Skills and Experience
About You
- Significant Learning & Development experience within wealth management or financial services
- Strong background in commercial, sales, or business development learning
- Experience leading large-scale learning programmes and transformation initiatives
- Comfortable operating in both strategic and hands-on delivery environments
- Proven team leadership and stakeholder management capability
- Pragmatic, delivery-focused, and commercially minded approach
- Experience within wealth or investment management would be advantageous
This is an excellent opportunity for someone who enjoys building, improving, and delivering within a changing organisation where Learning is seen as a key driver of business growth and transformation.
Extra info:
- 2 days a week in London
- Financial Services experience is required
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