Managing Director, Wealth Management

Managing Director, Head of Wealth Management and Institutional Family Offices Coverage

Managing Director, Head of Wealth Management and Institutional Family Offices Coverage

Location: London
Time Type: Full time
Posted On: Posted Today
End Date: March 6, 2025

Salary Range: £0 - £0

Flexible Working Options: Hybrid Working, Job Share

Job Description Summary

We currently have a great opportunity for a wealth management specialist and recognised leader in the sector to join our Institutional Coverage team based in London.

As a Managing Director, you'll play a leading role in developing and driving forward the Wealth Management strategy, providing leadership and strategic direction to the wider team.

Your accountabilities will include:

• Lead an initiative to grow the institutionalised family office client base, driving multi-product revenue opportunities across the Group.
• Leverage C-suite engagement to upgrade strategic dialogue with the largest wealth managers and wealth platforms in the UK to drive revenues and product penetration.
• Developing and reviewing business objectives and strategy for the sector to facilitate growth aligned to the Institutional Coverage and wider Corporate and Institutional Banking strategies.
• Develop, co-ordinate and implement strategies delivering efficient product mix and channel distribution for their clients improving both income and market penetration within risk appetite and capital and funding objectives.
• Implementing and maintaining the risk-management framework (encompassing principles, policies, methodologies, systems, internal controls, processes, procedures and people) within their sector, in line with the approved appetite for risk.
• Lead a strong and experienced team of wealth management bankers.

What we need from you?

• Credible network of senior client relationships.
• Track record of leading C-suite discussions with established financial services companies.
• Deep knowledge of the wealth management sector.
• Track record leading financing transactions within financial services.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%.
• An annual bonus award, subject to Group performance.
• Share schemes including free shares.
• Benefits you can adapt to your lifestyle, such as discounted shopping.
• Holiday, with bank holidays on top.
• A range of wellbeing initiatives and generous parental leave policies.

If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve.

About Us

With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.