Senior Wealth Executive

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 are 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 Wealth Executive – Team Leader role

We have an exciting leadership opportunity for an experienced Wealth Manager ready to shape the future of Ireland’s fastest-growing wealth segment. As Senior Wealth Executive – Team Leader, you will lead a high-performing team within Goodbody Personal, our dedicate Wealth Management team focused on emerging wealth and mass affluent clients. This is a permanent, client-facing role combining leadership, strategic growth, and governance accountability.

You will report directly to the Head of Goodbody Personal and play a pivotal role in driving scalable growth, leveraging digital innovation, and delivering exceptional client outcomes.

About the Senior Executive Role

Leadership & Team Development

• Play a pivotal role in the Goodbody Personal leadership team, shaping the strategic direction of the team, driving initiatives that enhance team performance and client outcomes
• Manage and mentor a team of 6–8 Senior Wealth Executives and Wealth Executives 
• Lead performance through coaching, mentoring, performance appraisal and supporting individual development plans
• Foster an inclusive, collaborative team culture aligned with diversity goals

Commercial Growth

• Deliver a financial planning led offering that focuses on building long-term client relationships
• Manage and develop client book of 100–150 clients
• Develop and execute growth strategies to deliver ambitious revenue and asset targets.
• Originate new business through referrals, strategic partnerships, and digital campaigns.
• Contribute to product innovation and commercial offering evolution.

Regulated Advice & Governance

• Provide compliant advice in accordance with CPC and MiFID II standards
• Ensure robust record-keeping, complaint management, and adherence to training
• Work closely with 1LOD and 2LOD Risk and Compliance teams to identify, assess, and manage regulatory and operational risks within the team

Strategic Enablement

• Lead your team through a cutting-edge digital transformation program, leveraging data-driven insights to redefine client engagement.
• Champion innovation and scalable solutions to enhance client experience.

Qualifications and Experience

• A minimum of 10 years’ experience in Financial Services with a proven track record in wealth management and regulated advice.
• Excellent communication and relationship-building skills.
• Demonstrated business development skills and sales acumen
• In-depth knowledge of financial products and investment markets
• QFA, CFP or hold the Registered Representative Examination/Certificate in Stockbroking

If you meet most of these criteria and are excited about the role, we encourage you to apply.

Ideal Characteristics

• Ambitious leader who thrives on building new markets and inspiring teams.
• Adaptable and resilient, thriving in dynamic environments and through evolving client needs
• Client-focused, committed to delivering exceptional outcomes and building lasting trust and confidence
• Proven ability to balance exceptional client service with ambitious targets
• Strong analytical, numerical and communication skills, with the ability to present and influence effectively
• Collaborative team player, committed to shared success
• A well-established network of clients and contacts is a distinct advantage.

Diversity & Inclusion

• Goodbody is committed to achieving gender balance in leadership and actively support women in advancing their careers.
• Enjoy flexibility with our hybrid work model—designed to empower performance and work-life balance.
• Inclusive recruitment and career development practices.

Benefits

• Competitive package with risk-adjusted incentives.
• Comprehensive benefits and professional development support, including access to leadership development programs and education sponsorship.

Employee Value Proposition

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 Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc.

For AIB Employees: Please note there are specific controls in place for transfers between AIB and Goodbody. Goodbody is part of AIB Group and you must inform your AIB line manager and HR BP in advance of making an application to Goodbody.