Head of Planning and Business Management - Distribution

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Job description

Job Description

Where you'll fit in & what our team goals are....

Reporting to the Distribution COO, the role, working with the Distribution Head and their senior distribution leadership will drive the creation, documenting and tracking of the EMEA Distribution strategy and key business objectives.

You will be expected to use your knowledge and skill set to influence the shape of the strategy, especially in key industry trend areas such as Responsible Investing, Digital engagement, industry consolidation and pricing.

You will lead an existing team of 3 and will develop the business management function to offer a key range of services around, competitive analysis, sales strategy and planning, governance and reporting and ad-hoc projects.

Responsibilities

How you'll spend your time....

• Work with the relevant stakeholders to construct the Distribution 3-5-year strategic view
• Construct the yearly Distribution business plan, including business projections, capital expenditure and operating expenses
• Drive Distribution Responsible Investment strategy, contributing to the overall RI Enterprise strategy
• Line management of the research team as well as an existing business manager (4 FTEs)
• Produce quality written reports and presentations, suitable for senior leadership level review, for Business Line Reviews, Board reports and committee's senior leader briefings, and business proposals
• Construct 'go to market' strategies, identifying new opportunities and competitive advantage to drive new revenues
• Construct and track all key metrics that drive business performance
• Provide market, product and competitor insights to support client facing teams
• Manage the operating expenses and departmental budget
• Manage projects on behalf the Distribution leadership team
• Work closely with the product development team and other strategic and planning functions
• Conduct research, carry out ad-hoc external benchmarking and maintain industry knowledge and insight to feed into Distribution management team
• Respond to questions from across the business on behalf of the Distribution COO and Head of Distribution
• Participate in the Distribution management team meetings and offsites, preparing agendas and looking for more effective ways of working

Required Qualifications

To be successful in this role you will have....

• A proven track record in similar strategy and planning roles, a consultancy background would be an advantage
• You will be a good leader, able to motivate and drive a team through periods of change
• Experience in Asset Management or Financial services, ideally around distribution
• Experience in Responsible Investing and its application to distribution
• The ability to produce quality outputs whilst working under pressure with conflicting priorities and short deadlines
• High numerate and analytical skills and will be capable of analysing significant amounts of data and capturing or summarising relevant information
• Highly articulate, with excellent verbal and written communication skills
• Trusted with confidential information
• Confident and comfortable with senior management and must be able to develop collaborative relationships with internal teams globally
• Proactive, able to take initiative
• Able to manage projects from time to time, including cross-functionally and those that involve senior management
• Solid understanding of the regulation and risk management

About Our Company

You'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognize that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We welcome applications from returners to the industry.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.