Senior Director, Client Advisory

Senior Director, Client Advisory - Wealth Management 

About Goodbody

Goodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We’re proud to offer prospective employees a professional, collegial work environment that encourages diversity of thought and background. Our reputation in the Irish market for putting customers first is as consistent as the company’s long-standing commitment to giving back to the communities that we work in.

About the Senior Director, Client Advisory role

This is an exciting opportunity for a senior professional to lead a team responsible for delivering a consistent investment and planning offering to Goodbody Wealth Advisory clients, across all risk categories.  You will report to the Head of Wealth Management, will be a member of the Wealth Management Senior Management Team and will be responsible for managing an existing multi-billion Euro client book. This role is a Controlled Function (CF)

Senior Director, Client Advisory Accountabilities include:

• Lead and develop a team of wealth professionals responsible for the management of the investment and planning needs of Advisory clients
• Lead the team in building key relationships with relationship managers and employees on Advisory client propositions, investment and planning related matters
• Lead the team to deliver innovative and best in class advisory products and proposition, incorporating international best practice
• Utilise Goodbody originated content, lead the team in organising, attending and participating in employee and client events both in person and online
• Lead the team to ensure that Advisory client accounts are managed in line with client mandates, objectives, risk profile and timeline
• Lead the team in assisting to manage the client transition to the appropriate service, encompassing client communications, terms and conditions changes, renewal of information, risk profiling, suitability and financial instrument transition
• Be responsible for the risk, governance and compliance aspects of the Advisory proposition ("the Product Owner") and represent wealth management on Goodbody risk, governance and product fora, if required
• Assume responsibility for the team's annual budget with input into the overall budgeting process
• Grow funds under management, revenue and profits in line with business ambition and requirements and provide a framework for how it is intended to achieve this goal
• Deliver and communicate clear reporting and monitoring structures, including appropriate KPIs within the team
• Ensure the team provides an excellent level of professional wealth management advice and service to clients, increasing client NPS, referrals and share of wallet
• Ensure team is set up to cross-sell our propositions and capabilities, including discretionary, financial planning, pensions and alternative investments
• Mentor, coach, train and develop both existing and new potential team members
• Contribute to development and delivery of the overall wealth management strategy
• Maintain the highest level of personal and professional standards in line with the Fitness & Probity regime.

Qualifications and Experience

• A minimum of 10 years’ experience in financial services, with proven track record in the financial advisory and investment management business
• A proven track record of leading and managing a team of investment professionals, together with a track record of working on his / her own initiative

Ideal Characteristics

• Self-starter with energy, ambition and a desire to progress and grow
• A track record in coaching, growing and motivating high performing teams
• An excellent knowledge of and a strong interest in financial markets, risk and governance frameworks, and the regulatory environment within financial services industry
• Proven ability to gain the trust and confidence of both clients and colleagues and to have the integrity and frame of mind to develop long-term relationships with a broad range of clients
• A proven track record in balancing exceptional client service with challenging business development targets
• Experience of operating and managing teams to the highest risk and governance standards
• Excellent interpersonal, numerical, presentation and communication skills
• Knowledge of product risk management
• Experience of developing and bringing to market, client propositions in financial services
• A desire to grow a sustainable business model, which is flexible to change

Goodbody is focused on helping our employees thrive, and we do this by bringing to life our Employee Value Proposition (EVP) ‘Together we prosper’. Our firm’s purpose is to create long-term prosperity, and we cannot execute on our purpose without the right talent at Goodbody. To make sure we attract and retain industry-leading, passionate and inspiring talent, we’ve built a vibrant culture based on inclusion, opportunities to grow and a commitment to ‘do the right thing’, one of our core values. We live this by offering:

• Regular employee events through our universal inclusion programme fostering a sense of belonging and celebrating differences. And an ‘always on’ approach to social, financial, mental and physical wellbeing. 
• A benefits package that includes a generous pension scheme, educational sponsorship and health insurance, along with a hybrid working model to promote better work/life balance
• Opportunities to give back through sustainability initiatives, volunteering and on-site and online meetings with our charity partners

Goodbody is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce. Reasonable accommodations are offered at every stage of our recruitment process. Should you have a reasonable accommodation request please include a note in your application or email us directly at HR@Goodbody.ie

Please read the Goodbody Recruitment Privacy Notice. By submitting your personal data to us, you acknowledge that you have read and understood this Privacy Notice and agree to the use of your personal data in line with this. We will only use the information that we collect about you lawfully in accordance with the Data Protection Acts, 1988 and 2003 and the EU General Data Protection Regulation (GDPR).

Appointment to this role is subject to the candidate's eligibility to work in Ireland. Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Goodbody by recruitment agencies will not be accepted for this role. Goodbody operates a direct sourcing model and where agency assistance is required, the HR team will engage directly with our recruitment partners. 

Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland. In the UK, Goodbody is also subject to regulation by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London