Role: Head of Commercial Office
Reporting Line: Chief Commercial Officer, FNZ UK
Location: London, UK - with possible travel across UK
Grade/Level: Senior Director/VP Equivalent
Function: Commercial Office
ABOUT THE ROLE
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.
KEY RESPONSIBILITIES
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 — exec engagements and client events
Coordinate across Legal, Finance, Risk and Technology to accelerate deal structuring and contract execution
Establish clear operating rhythms and handoff 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 localization 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 produce
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 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 handoffs
Build a culture of commercial discipline, quality and accountability within the team and across the client facing teams
WHAT WE'RE LOOKING FOR
Experience
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
Skills & Attributes
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
WHY THIS ROLE
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 to match its ambition.
This role will shape how FNZ presents itself and how it converts opportunity into long-term client relationships. For the right person it is a rare opportunity to build something significant inside one of the most consequential businesses in global wealth management.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
FNZ Group London, England Office
135 Bishopsgate, London, United Kingdom, EC2M 3TP
