Wbg is where ambitious careers are built to last. We’re a growing firm where your name is known, your development is taken seriously, and the work you do from day one makes a real difference and is genuinely valued by clients and colleagues alike. Combining deep expertise with insight-led, technology- enabled solutions, we work together to help our clients achieve stronger outcomes.
Our culture is straightforward. We’re open in how we communicate, supportive in how we work together and ambitious in what we’re building. Grounded, consistent, and focused on doing things well. It’s a place where standards are high, but so is the level of support around you.
JOB SPECIFICATION
Department: Business Advisory Services (BAS)
Job Title: Business Advisory Senior Manager / Business Advisory Manager
About us
Wbg is where ambitious careers are built to last. We’re a growing firm where your name is known, your development is taken seriously, and the work you do from day one makes a real difference and is genuinely valued by clients and colleagues alike. Combining deep expertise with insight-led, technology- enabled solutions, we work together to help our clients achieve stronger outcomes.
Our culture is straightforward. We’re open in how we communicate, supportive in how we work together and ambitious in what we’re building. Grounded, consistent, and focused on doing things well. It’s a place where standards are high, but so is the level of support around you.
About our Business Advisory team
Wbg’s Business Advisory team provides a consistent rhythm of financial insight, commercial challenge, and forward-looking guidance – giving business owners and leadership teams the clarity they need to make better decisions, faster. We’re not an annual touchpoint, but an embedded commercial presence in the decisions that matter.
About our client pod structure
The operating model within our Business Advisory Services team is centred on a structure of dedicated client pods. Each pod has primary responsibility for a dedicated portfolio of clients, giving clients clear and consistent points of contact who understand their business, priorities, and ambitions. This structure enables the team to build deeper knowledge of each client over time, provide more proactive and commercially focused support, and work alongside clients as their businesses grow and evolve.
JOB DESCRIPTION – Business Advisory Manager
Role Purpose
The Pod Lead is responsible for leading a portfolio of clients within Business Advisory Services, acting as the primary relationship owner and trusted adviser while ensuring high-quality, consistent and commercially focused delivery across the pod. The role combines client relationship leadership, operational discipline, team development and insight-led advisory support to help clients make better decisions and achieve stronger outcomes.
Key Responsibilities
Client Leadership and Commercial Ownership
- Lead a portfolio of clients, acting as the primary relationship owner and trusted adviser.
- Build strong, long-term client relationships through proactive communication and commercially focused conversations.
- Understand client businesses, goals, challenges and future ambitions to deliver meaningful insight and support.
- Anticipate client needs and identify opportunities across the wider firm where additional services or specialist support may add value.
- Focus on delivering positive client outcomes while balancing strong service with commercial awareness.
- Ensure client engagements are delivered efficiently, profitably and to a consistently high standard.
- Measure success not only through delivery, but through the strength, depth and value of client relationships.
Quality, Consistency and Operational Discipline
- Drive high standards of technical quality, responsiveness and client service across the pod.
- Create clear operational structure through effective planning, prioritisation and workflow management.
- Maintain visibility across client work, deadlines, team capacity and delivery risks.
- Ensure proactive communication with clients and internal stakeholders throughout all engagements.
- Embed accountability and consistency within the team to support scalable, efficient delivery.
- Monitor performance, utilisation and delivery metrics to support continuous improvement.
- Maintain operational credibility as the foundation for strong advisory relationships.
Team Management and Development
- Lead, support and develop the team within the pod, creating a clear sense of direction, accountability and shared standards.
- Coach and mentor team members through regular feedback, guidance and practical support on client work.
- Support the development of technical, advisory and client relationship skills across the team.
- Delegate work effectively, ensuring team members have appropriate ownership, challenge and support.
- Create a positive, collaborative working environment where team members feel trusted, supported and clear on expectations.
- Identify development needs and work with Pod Principals and the wider leadership team to support progression and performance.
- Role model Wbg’s values and behaviours, promoting consistency, professionalism and continuous improvement within the pod.
Proactive Insight and Collaborative Thinking
- Encourage commercially focused discussions that move beyond compliance-based delivery.
- Identify risks, opportunities and emerging issues early, helping clients make informed business decisions.
- Use financial and operational insight to support strategic thinking and better outcomes for clients.
- Collaborate across Wbg service lines to deliver integrated solutions to broader client challenges.
- Promote knowledge sharing and collaborative problem-solving within teams and across the wider firm.
- Help position Wbg as a strategic, forward-thinking adviser through insight-led client engagement.
- Contribute ideas and initiatives that enhance the BAS offering and strengthen the client experience.
Skills and Experience
- Strong experience managing a portfolio of business advisory or accounting clients within a professional services environment.
- Ability to build trusted client relationships and lead commercially focused, insight-driven conversations.
- Strong leadership and people management skills, with experience coaching, mentoring and developing team members.
- Proven ability to manage workflow, priorities and client delivery while maintaining high standards of quality and consistency.
- Commercially aware, with the ability to identify risks, opportunities and wider advisory solutions for clients.
- Strong technical accounting and business advisory knowledge, including management reporting, budgeting, forecasting and performance insight.
- Comfortable using cloud accounting systems, technology and digital tools to improve efficiency and client outcomes.
- Collaborative, proactive and solutions-focused approach with strong communication and organisational skills.
- Adaptable and forward-thinking, with a passion for contributing to a modern, advisory-led BAS function.
