We are supporting a leading Wealth Management business on the appointment of an experienced Head of Commercial Learning to lead a strategically important commercial capability agenda during a significant period of transformation and integration.
Following a major acquisition, the business is in a key foundation-building phase, evolving structures, systems and capability frameworks to support a larger, more integrated organisation. This role will play a critical part in shaping and delivering the commercial learning strategy across the firm.
The remit combines strategic leadership with highly hands-on execution. The successful individual will need to operate comfortably at both strategic and tactical levels ensuring the team are focused on the right priorities whilst remaining closely involved in delivery and execution across multiple business-critical programmes.
Key focus areas include:
Leading all aspects of Commercial Learning strategy aligned to the People Strategy
Supporting the creation of a new internal commercial/sales academy initiative designed to drive business growth
Leading strategically important programmes linked to commercial excellence, sales capability and Salesforce adoption
Managing external learning providers and identifying innovative commercial learning solutions
Partnering closely with senior stakeholders across front office and corporate functions to shape targeted learning interventions
Building scalable learning architecture, communities of best practice and “just in time” client interaction support
Overseeing business systems and digital capability training, including Salesforce and Copilot adoption
Driving data-led reporting and evaluation linked to business impact and performance improvement
Leading and developing a team of nine across multiple UK locations
Required experience:
Strong Financial Services experience essential, ideally within Wealth or Investment Management environments
Significant experience leading large-scale learning and capability programmes
Strong understanding of commercial/sales capability development and business development training
Experience operating in complex, fast-paced, evolving environments
Strong stakeholder management and consultative partnering capability
Prior exposure to Sales Academy environments advantageous
Comfortable balancing strategic leadership with hands-on delivery