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A leading wealth management firm based in Bedford is looking for a Commercial Director / Head of Growth & Strategy to partner with the CEO and shape their next phase of growth. This role offers competitive compensation, including a basic salary of £150k–£175k plus a substantial bonus package, pension contributions, private medical cover, and generous holiday allowances. The firm, on track to exceed £500m AUM, is poised for significant expansion with its new Discretionary Fund Management proposition.
Are you a strategic, commercially minded leader ready to shape the next phase of a highly successful, fast‑growing wealth management firm?
Our client is a collegiate, well‑run advisory business with £450m AUM, on track to exceed £500m next year. With 570 loyal clients, £5m turnover, and 40% profitability, the firm is positioned for its biggest evolution yet—including launching its own Discretionary Fund Management (DFM) proposition.
They’re now seeking a Commercial Director / Head of Growth & Strategy: a senior leader who can partner with the CEO to drive growth, enhance performance, and prepare the firm for long‑term employee ownership.
Please contact Sam at Financial Divisions for more information for this role, thank you.