Head of Commercial Office, UK

The Head of Commercial Office is a senior leadership role sitting at the heart of FNZ's commercial engine. This is not a traditional sales support function – it is the operational and strategic backbone of how FNZ grows its client base and its most important client relationships.

The role exists to ensure that FNZ's client-facing teams are operating at their highest possible effectiveness – removing friction, driving discipline, improving quality and enabling the business to move faster and more consistently across the sales and client lifecycle.

• Commercial Strategy & Enablement
  • Own the Commercial Office as a function – defining its purpose, structure, processes and performance standards
  • Partner with the Chief Commercial Officer and Head of UK Sales to translate commercial strategy into operational reality
  • Build and maintain FNZ's commercial playbook – from proposal, negotiation and contract execution
  • Drive pipeline hygiene and forecasting discipline across the UK sales and client teams
  • Lead preparation of board-level and executive commercial reporting – pipeline, win/loss analysis, revenue forecasting, market coverage
• Sales Support & Operations
  • Lead and develop a high‑performing sales support and sales administration team
  • Oversee the commercial documentation – ensuring quality, accuracy and on‑time delivery
  • Own CRM governance and adoption – ensuring Microsoft Dynamics is used consistently and generates actionable commercial intelligence
  • Manage the commercial calendar – executive engagements and client events
  • Coordinate across Legal, Finance, Risk and Technology to accelerate deal structuring and contract execution
  • Establish clear operating rhythms and hand‑off protocols between central Commercial Office, UK Sales teams and downstream Delivery functions – ensuring consistency, pace and accountability across the full commercial lifecycle
• Bid & Proposal Management
  • Define and enforce content standards, ensuring core commercial materials are produced to a high level of completeness for existing clients – enabling effective localisation and rapid turnaround
  • Build a library of reusable commercial content – case studies, capability statements
  • Introduce quality standards and peer review processes to raise the bar on every client‑facing document FNZ produces
• Client Onboarding & Transition Support
  • Support commercial negotiations and contract reviews for existing clients – renewals, expansions and scope changes
• Market Intelligence
  • Maintain FNZ's view of the competitive landscape in conjunction with the UK Client solutions team – tracking competitor positioning, win/loss patterns and market developments that affect commercial strategy
  • Provide the Sales, client solutions and client relationship management teams with the intelligence and tools they need to compete effectively across adviser platform, D2C, workplace and wealth segments
• Leadership & Team
  • Line management of the Sales Support and Sales Administration team – typically 4–8 people depending on scope
  • Act as a connector across Client Relationship, Sales, Client Solutions, Marketing, Finance, Legal and Product – ensuring the commercial function operates as a joined‑up system rather than a series of hand‑offs
  • Build a culture of commercial discipline, quality and accountability within the team and across the client-facing teams

• Significant experience in a commercial operations or client and sales enablement leadership role within financial services, fintech or B2B technology
• Proven track record of building and running high-performing commercial support functions in a complex, multi-stakeholder environment
• Familiarity with the UK wealth management and platform technology landscape is a strong advantage
• CRM administration and commercial reporting experience – Microsoft Dynamics preferred

• Exceptional organisational rigour – able to manage multiple competing priorities and deadlines without dropping quality
• Strong written communication – able to write, edit and improve executive presentations and client-facing documents to a high standard
• Comfortable operating at senior levels – able to influence and challenge as well as support
• Data-driven – uses pipeline and performance data to identify issues and improve outcomes
• A builder – drawn to the challenge of creating structure, process and capability where it doesn't yet fully exist
• Leadership presence – able to attract, develop and retain talented people in a fast-moving environment

FNZ is at an important inflection point commercially. With $2.5 trillion in AUA globally, a renewed focus on client delivery under Blythe Masters the business is building the commercial infrastructure.