Head of Corporate & Entrepreneurs - Wealth Management Firm

JR United Kingdom; York; Hybrid; GBP 70,000 - 120,000; Full time

Job summary

A prestigious wealth management firm in York seeks a Head of Corporate & Entrepreneurs to lead initiatives targeting business owners and entrepreneurs. This strategic role involves building client-focused propositions, driving change in the financial planning sector, and enhancing the firm's market presence. The opportunity allows for a hybrid working model, providing flexibility while requiring occasional travel to London. The ideal candidate will possess strong qualifications in wealth management and a proven track record in business development.

Qualifications

• Professional qualifications in financial planning or investment management (CISI/ CII).
• Proven business development experience.
• Deep understanding of entrepreneurial client needs.

Responsibilities

• Build and execute a strategic business plan focused on corporate and entrepreneur client segments.
• Lead complex pitch processes.
• Represent the firm in media as a subject matter expert.

Skills

Business development

Client relationship management

Financial planning

Investment management

Education

CISI/CII qualifications

Job description

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Head of Corporate & Entrepreneurs - Wealth Management Firm, york

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Client:

BWD Search & Selection

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

A prestigious wealth management business is seeking a senior professional to lead and shape its proposition targeting entrepreneurs, business owners post-sale, and professionals requiring complex financial planning and investment services.

This is a newly created and strategic hire, offering the opportunity to influence the growth of an integrated financial planning and investment management proposition designed for the unique needs of entrepreneurial clients. You’ll act as the firm's lead spokesperson in this area and be instrumental in building out a market-leading service in partnership with internal specialists.

Key Responsibilities:

• Build and execute a strategic business plan focused on corporate and entrepreneur client segments.
• Design, price, and promote innovative propositions in partnership with the wider proposition team.
• Represent the firm in media as the subject matter expert in this specialist area.
• Lead complex pitch processes, bringing together internal experts to deliver exceptional client outcomes.
• Build and deepen relationships with professional services firms (e.g. accountancy, tax, and legal practices).
• Contribute to internal training and proposition development, especially in areas such as post-sale planning.

About You:

• Professional qualifications in financial planning or investment management (CISI/ CII)
• Deep understanding of the needs of entrepreneurial clients and professionals post-business sale.
• Proven business development and pitching experience in wealth management, financial planning, or investment management.
• Gravitas and a collaborative, relationship-driven approach to winning business.

This is a hybrid role, with flexibility to work between home and either a regional office or the London head office. If based outside of London, occasional travel to the London head office (at least once a month) will be expected.

This is a rare opportunity to drive change, shape a key growth area, and represent a high-calibre brand with a long-standing heritage and modern ambition.