Wealth Management Commercial Optimisation Manager

4952 Barclays Bank PLC; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

Barclays Bank PLC in London is seeking a Commercial Optimisation Manager to drive revenue growth through data-driven insights and cross-functional collaboration. You will identify opportunities, manage client relationships, and shape strategies across product, operations and risk to enhance commercial performance.

Based in London, the role involves leading cross-functional initiatives, delivering actionable insights, and influencing senior stakeholders to achieve business objectives.

Qualifications

• Experience in commercial optimisation, business management and driving revenue growth.
• Proven ability in performance reporting, MI and data analysis.
• Knowledge of governance, risk and regulatory frameworks.
• Experience working across multiple teams to deliver business priorities.
• Ability to present insights to senior stakeholders and influence decisions.

Responsibilities

• Execute market research to identify opportunities, trends and customer needs.
• Identify leads via networking, referrals, cold calling and industry events.
• Manage existing client relationships and cross-sell or upsell banking products.
• Develop and execute strategies to acquire new business and proposals.
• Collaborate with product, credit, operations and other stakeholders to deliver services.
• Forecast sales targets and report pipeline, activity and performance to management.
• Contribute to business development strategies to drive revenue growth.

Skills

Commercial performance

Business optimisation

Business management

Performance reporting

Data analysis

Process improvement

Governance and risk

Cross-team collaboration

Stakeholder communication

Data visualization

Job description

Job Description Purpose of the role

To identify and capitalise on business opportunities, expansion of the customer base, relationship management, and driving of revenue growth.

Accountabilities

Execution of market research and analysis to support the identification of potential opportunities, market trends, and customer needs, to develop strategies for business growth. Identification of leads through various channels such as networking, referrals, cold calling, and attending industry events. Management of existing client relationships to understand their needs and identify opportunities for cross‑selling or upselling banking products and services. Development and execution of strategies to acquire new business and expand the customer base, including preparation of proposals, presentations, and negotiation of contracts. Collaboration with product managers, credit analysts, product specialists, operations, and other internal stakeholders to ensure seamless delivery of products and services to clients. Forecasting of sales targets and tracking progress against goals, including regular reports on business development activities, pipeline status, and sales performance to management. Contribution to the development of business development strategies and initiatives to drive revenue growth and achieve business objectives.

Vice President Expectations

To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and elevate breaches of policies/procedures. If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others. OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi‑year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions. Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In‑depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Join us as a Commercial Optimisation Manager to help improve commercial performance, operational effectiveness, and client outcomes across the business. Working closely with colleagues across front office, product, operations, technology, finance, and risk, you will use data and insight to identify opportunities, support business priorities, and help shape how performance is measured and improved. You will bring together information from across the business to create a clear picture of performance, helping stakeholders understand trends, opportunities, and areas requiring attention. By turning complex data into practical insights, you will support informed decision‑making, encourage continuous improvement, and contribute to better experiences for both clients and colleagues. The position offers broad exposure across the organisation, with the opportunity to support business‑wide improvements, strengthen ways of working, and coordinate activity across a range of teams. You will also help ensure that progress, outcomes, risks, and dependencies are clearly understood and appropriately monitored, contributing to the successful delivery of business priorities and long‑term growth.

To be successful as a Commercial Optimisation Manager, you should have experience with:

• Commercial performance, business optimisation or business management.
• Performance reporting, management information and data analysis.
• Process improvement, productivity enhancement or operating model development.
• Governance, risk and regulatory frameworks.
• Working across multiple teams to deliver business priorities.
• Presenting insights and recommendations to senior stakeholders.

Some other highly valued skills may include:

• Experience within wealth management, private banking, financial planning or retail banking.
• Data visualisation and dashboard development.
• Understanding of customer outcome, conduct and regulatory requirements.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job‑specific technical skills.

This role is based in London. Our Work Experience is the combination of everything that’s unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it’s our people.

Our employees are self‑disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.