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Interim Commercial Strategy Lead - Wealth & Advice Transformation
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Interim Commercial Strategy Lead - Wealth & Financial Advice Transformation
· UK-based- hybrid ·
Initial six months
An established UK wealth management and financial advice business is transforming how it delivers advice. They seek an interim commercial strategy lead to build a scalable plan and understand what it will really take to execute it.
The Challenge
Our client has a substantial adviser population, a long-standing client base, and a serious ambition: to move from a one-size-fits-all advice model to a segmented one, efficient and scalable at the lower end, genuinely differentiated at the higher end.
There is a view of the destination. You will define the journey, its cost, understand how long the trough lasts, and what happens to advisers and clients through transformation. The exam question is how to build a model that scales and sustains revenue across the current client population and new client acquisition, whilst transforming the front-to-back-end channels and experience.
What You’ll Do
- Build an honest, bottom-up picture of the advice business as it is today, adviser productivity, book composition, and value distribution, revenue, and fully-loaded cost-to-serve by segment, real unit economics.
- Model the transition, not just the end state, book migration, adviser capability and attrition, recruitment, technology dependencies, and the cost profile through the change.
- Pressure-test the strategy through its own economics and surface the contradictions rather than model around them.
- Scenario-plan the downside with named break points, not shaded cells.
- Connect the commercials to the operating model, segmentation, remuneration design, servicing, technology, and support ratios.
- Put a case in front of the executive and the board that survives scrutiny and defend it yourself.
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What You’ll Bring
- Deep advice and wealth content. You understand how an advice business makes money, adviser productivity, remuneration, its second-order effects, cost-to-serve, distribution, and acquisition.
- Modelling you do yourself. Swiss army knife-style hands-on build of strategy, hands-on keyboard to build the model yourself, no analysts, from a limited data quality environment, from a fortnight of good questions.
- A practitioner’s credibility. You have run or rebuilt this kind of business, not only advised on it. Maybe a strategy-consulting foundation followed by a real operating career in wealth or advice. Or your career was born in advice, and you’ve run businesses for different players in the space.
- Board-facing presence. You present and defend your own work at executive and board level.
- Intellectual honesty. You are prepared to conclude and prove that the plan needs re-framing and to land that in a way the organisation can hear.
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The Detail
- Interim assignment, initial six months, with strong potential to extend into a broader remit if the first phase lands.
- Day rate. Rate competitive and reflective of the market for this profile.
- UK-based, hybrid, with meaningful onsite presence expected.
- Available now or shortly. This is a live requirement with executive sponsorship and board-level visibility.
If you do not have a recent/broad background in wealth financial advice, please do not apply, as you will not be successful.
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