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- Tasks: Lead and inspire the New Business team to achieve performance targets and drive growth.
- Company: Dynamic financial firm with a global presence and a focus on professional development.
- Benefits: Competitive salary, relocation support, and opportunities for international travel.
- Why this job: Shape the future of aspiring professionals while making a real impact in business development.
- Qualifications: Strong sales background, data management skills, and experience in people management.
- Other info: Join a collaborative environment with excellent career advancement opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Are you passionate about business development, fostering accountability, and driving data-informed performance across ambitious teams? We are seeking a strategic and analytical leader to take ownership of performance management across our New Business function. In this pivotal role, you will shape the future of our firm by ensuring our New Business team progresses effectively through our Trainee Pathway Programme. This programme transforms aspiring professionals into well-rounded Financial Planners by combining technical training, client development, and business growth fundamentals. You will oversee KPI tracking, data integrity, and performance analytics to ensure individuals and teams are equipped, supported, and accountable for measurable success.
About the role
As the Head of New Business, you will be responsible for supporting, managing, and holding the New Business team accountable to their daily, weekly, and monthly performance targets. Your role will be essential in maintaining strategic alignment, consistency, and effectiveness across the New Business function, ensuring each New Business Manager is set up to succeed in client acquisition and professional development. This is a global role, focusing on our key hubs in Dubai, the UK, Asia, and Mexico. It will involve travel throughout the year to spend time in each office, fostering strong working relationships and building dynamic, motivated teams. In addition to people management, a key focus for the Head of New Business is data management ensuring our lead database is actively being worked, while introducing innovative ideas for improving our lead generation.
Weekly Objectives
- Conduct daily reviews of performance data across all New Business Managers, ensuring consistent focus on core KPIs such as outreach, lead generation, meeting booking, and CRM activity.
- Provide structured, actionable feedback to drive improvements in prospecting effectiveness and team morale.
- Prepare and deliver a weekly performance report to Global Managers, detailing individual progress, broader team trends, underperformance flags, and potential structural challenges.
- Produce data analytics reports reviewing lead campaign performance for submission to Global Sales Managers.
Monthly Objectives
- Lead and ensure completion of all monthly one-to-one performance reviews, creating a coaching-led environment for each New Business Manager.
- Validate and enforce escalation processes for consistent underperformance while supporting positive developmental interventions.
- Oversee the design and implementation of a rolling four-week training schedule, collaborating with subject matter experts to ensure relevant and impactful delivery focused on business development excellence.
- Carry out monthly data reviews summarising successful lead generation sources, presenting recommendations for improvement back to Global Sales Managers.
- Develop corporate partnerships with key stakeholders in the jurisdictions in which we operate.
Strategic Collaboration
- Partner with global stakeholders to align leadership approaches, redefine performance benchmarks, and continuously improve business development frameworks.
- Contribute to weekly marketing strategy meetings, working alongside the Head of Marketing to assess lead quality, campaign ROI, and conversion potential.
- Ensure strategic initiatives are communicated, executed, and reinforced effectively across the team.
- Continually seek improvements in how we generate new business across the group.
What we’re looking for
- Strong background in sales and data management.
- Excellent organisational and communication skills, with the ability to influence and lead others.
- Demonstrated experience in managing people through KPIs and performance metrics.
- Ability to design training programmes, manage change, and foster a culture of accountability and high standards.
- Capability to elevate issues diplomatically while maintaining strong team morale and individual motivation.
Your impact
- Serve as a trusted bridge between New Business Managers and Global Sales Leadership, championing both development and results.
- Proactively share a vision for improving data management along with innovative strategies for lead generation.
- Lead with consistency, clarity, and fairness to drive performance, team alignment, and long-term success within the Trainee Pathway Programme.
Head of New Business employer: Hoxton Wealth Group
Contact Detail:
Hoxton Wealth Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of New Business
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that dream role.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your achievements in business development and data management. When you get the chance to chat with potential employers, share these examples to demonstrate how you can drive performance and accountability.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or mentors. Focus on articulating your experience with KPIs and performance metrics clearly. This will help you feel more confident and ready to impress when it counts.
✨Tip Number 4
Apply through our website! We’re always on the lookout for passionate individuals who want to shape the future of our New Business function. Don’t miss out on the opportunity to be part of our dynamic team – hit that apply button!
We think you need these skills to ace Head of New Business
Some tips for your application 🫡
Show Your Passion: Let us see your enthusiasm for business development right from the start! Use your application to express why you're excited about this role and how it aligns with your career goals.
Be Data-Driven: Since we're all about data-informed performance, make sure to highlight your experience with data management and analytics. Share specific examples of how you've used data to drive results in previous roles.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the key responsibilities and skills mentioned in the job description. We love seeing candidates who pay attention to detail.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us that you’re serious about joining our team!
How to prepare for a job interview at Hoxton Wealth Group
✨Know Your Numbers
As the Head of New Business, you'll be expected to manage KPIs and performance metrics. Brush up on relevant data management concepts and be ready to discuss how you've used data to drive business success in your previous roles.
✨Showcase Your Leadership Style
This role requires strong people management skills. Prepare examples that highlight your ability to lead teams, provide constructive feedback, and foster a culture of accountability. Think about specific situations where you’ve successfully motivated a team or improved performance.
✨Understand the Trainee Pathway Programme
Familiarise yourself with the Trainee Pathway Programme and its objectives. Be prepared to discuss how you would enhance this programme and support the development of aspiring professionals into Financial Planners.
✨Be Ready for Global Collaboration
Since this is a global role, think about your experience working with diverse teams across different regions. Be ready to share how you’ve built relationships and aligned strategies with stakeholders from various cultural backgrounds.
