Senior Distribution Strategy Manager, Wealth

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

The Senior Distribution Strategy Manager will be responsible for developing and supporting the execution of our commercial strategy across distribution channels, with a strong focus on pricing, budgeting, team training, and strategic projects. This leader will work closely with senior leadership, influencing initiatives that enhance market penetration, streamline operational processes, and promote our offerings across key segments.

• Optimize and execute distribution strategies aligned with the company’s corporate strategy and growth objectives.
• Support group pricing structures that support market positioning and revenue goals.
• Lead budgeting processes, including revenue and cost forecasts, to ensure alignment with financial targets and efficiency metrics are tracked.
• Drive efficiency improvement initiatives to support the team’s market engagement and prospecting efforts.

• Oversee strategic projects that drive long-term growth, operational efficiency, and alignment with overall business goals.
• Collaborate cross-functionally to ensure project timelines, objectives, and budgets are met.
• Identify and prioritize opportunities for continuous improvement within the distribution channels.

• Work with market insights team and client office to provide actionable insights to inform pricing strategy, customer segmentation and targeting, and go-to-market plans.

• Partner with internal stakeholders, including Client office, Product and propositions, Marketing, and Operations, to ensure cohesive delivery of the commercial strategy.
• Work with the market intelligence team to ensure insights and guidance on market trends, competitive positioning, and distribution improvements are used to maximum effect.

• Develop and present regular performance reports to senior leadership, outlining the status of key projects, budget performance, and market achievements.
• Develop financial KPIs for reporting and also for channel targets.
• Represent the distribution strategy function at key internal meetings, providing insight and strategic direction to inform broader company initiatives.
• Drive the strategic roadmap for the distributions teams' use of Salesforce and collaborate with Client Office to ensure lead management is joined up across the distribution teams.

• Strong and effective communicator and key influencer, ability to build strong relationships.
• Can navigate complex problems effectively and understands risk and commercial implications.
• Can grasp subject matter and details quickly and effectively to identify the problem and navigate solutions.
• Strong collaborative skills across functions.
• Highly adaptable, proactive and able to take accountability.
• Can pivot and prioritise when required.
• Experience leading a team and interacting with senior stakeholders on cross-functional projects.
• Bachelor’s degree in Business, Finance, Economics, or a related field; MBA or advanced degree preferred.
• Substantial experience in wealth management, with a strong background in distribution, strategy, or commercial operations.
• Demonstrated success in developing and executing pricing, budgeting, and market engagement strategies.
• Experience leading strategic projects and managing cross-functional teams in a dynamic, matrixed environment.
• Excellent analytical skills with the ability to translate data into actionable insights.
• Strong communication and influencing skills; comfortable presenting to senior stakeholders and clients.

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.