At a Glance
- Tasks: Lead and inspire the New Business team to achieve performance targets and drive growth.
- Company: Dynamic global firm with a focus on business development and innovation.
- Benefits: Competitive salary, relocation support, and opportunities for professional growth.
- Why this job: Shape the future of aspiring Financial Planners and make a real impact.
- Qualifications: Strong sales background, data management skills, and experience in people management.
- Other info: Global role with travel opportunities and a vibrant team culture.
The predicted salary is between 36000 - 60000 Β£ 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.
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 weβre 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 in London employer: Hoxton Wealth Group
Contact Detail:
Hoxton Wealth Group Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Head of New Business in London
β¨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and donβt be shy about reaching out on LinkedIn. The more connections we make, the better our chances of landing that dream role.
β¨Tip Number 2
Prepare for interviews by researching the company and its culture. We should know what makes them tick and how we can contribute to their goals. Tailor our responses to show how our skills align with their needs, especially in business development and data management.
β¨Tip Number 3
Practice makes perfect! We can do mock interviews with friends or mentors to get comfortable with common questions. This will help us articulate our experience and showcase our leadership skills effectively when it counts.
β¨Tip Number 4
Donβt forget to follow up after interviews! A quick thank-you email can go a long way in keeping us top of mind. Letβs express our enthusiasm for the role and reiterate how we can drive performance and accountability within their team.
We think you need these skills to ace Head of New Business in London
Some tips for your application π«‘
Show Your Passion: Let us see your enthusiasm for business development right from the start! Use your application to highlight your passion for fostering accountability and driving performance. We want to know what excites you about this role!
Be Data-Driven: Since this role is all about data management and performance analytics, make sure to showcase your analytical skills in your application. Share examples of how you've used data to drive success in previous roles β we love a good story backed by numbers!
Tailor Your Application: Donβt just send a generic application our way! Take the time to tailor your CV and cover letter to reflect the specific requirements of the Head of New Business role. Highlight your experience with KPIs and team management to show us youβre the perfect fit.
Apply Through Our Website: We encourage you to apply directly through our website. Itβs the best way to ensure your application gets into the right hands. Plus, it shows us youβre serious about joining our team at StudySmarter!
How to prepare for a job interview at Hoxton Wealth Group
β¨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 techniques and be ready to discuss how you've used data to drive business success in your previous roles.
β¨Showcase Your Leadership Style
This role requires strong people management skills. Prepare examples of how you've led teams through performance challenges, fostered accountability, and maintained high morale. Be ready to discuss your approach to coaching and developing talent.
β¨Understand the Trainee Pathway Programme
Familiarise yourself with the Trainee Pathway Programme and its objectives. Be prepared to share your vision for how you would enhance this programme and support aspiring professionals in becoming successful Financial Planners.
β¨Be Ready to Collaborate
Collaboration is key in this global role. Think about how you've partnered with stakeholders in the past to align strategies and improve performance. Be ready to discuss specific examples of successful collaborations and their outcomes.