Sales Performance Manager

Job title:

Sales Performance Manager

Company

Barclays

Job description

The following apply button and save job button is for a sticky navigation bar. As such this is duplicated for presentation purposes. Save for LaterLondon, England Save for LaterDate live: Oct. 07, 2024Business Area: FinanceArea of Expertise: FinanceReference Code: JR-0000016695Contract: PermanentWhere will you be located?Take a look at the map to see what’s nearby. Train stations & bus stops, gyms, restaurants and more.This is a key high impact role within the UK finance team through the production and analysis of high quality performance management and client financial information. The role holder will utilise sales and client deal pipeline data to inform our financial outlook across our product set and highlight trends and opportunities for business growth. Key responsibilities include:

• Support the business with financial analysis and commercial insight into performance across segments and platforms; providing financial commentary on performance and presenting regular performance reports to the senior leaders, driving corrective action and performance improvement opportunities as appropriate.
• Drive, influence and implement business sales strategy using financial and non-financial insight, providing thought leadership to the UK Private team, including business and product heads.
• Support on the creation of core financial reports: Weekly Sales Packs, Monthly Sales Management Report, Quarterly Business reviews, Monthly Management forums, Financial Outlooks, Medium Term Plans, targeting setting and performance reviews
• Support Business and Product heads with reviewing monthly outlook, considering pipeline deals and outflow rates
• Support Team Leaders in carrying out client book reviews with Private Bankers through the provision of detailed book review packs, covering asset accumulation, revenue production. Following on from this, agree with the Team Leader a clear set of objectives/actions to improve performance and follow up on agreed actions
• Supporting bankers in the creation of client plans and maintaining momentum on these through driving delivery against agreed actions
• Supporting business and product heads with analysis on bankers book and product mix with projection into KPIs based on current pipeline and actuals
• Engaging with bankers/team leaders in order to understand pipeline deals, stage of transaction, next steps and identify opportunities where senior management support may improve outcome
• Support the Sales Management Director in developing and implementing client acquisition/prospecting strategy for Private Bank UKPB
• Provide ideas on new sales initiatives implement sales initiatives and track the performance of those sales initiatives and recommend next steps as applicable
• Run central processes across PB to support KPI performance reviews on a half year and full year basis to ensure consistency

To be successful as a Sales Business Manager you should have experience in:

• Excel and PowerPoint, with capabilities in data manipulation, visualisation, reporting, and presenting to senior audiences.
• The financial services industry, particularly with regulated products and services for high net worth clients and/or asset management.
• Commercial mindset with a deep interest in performance drivers.
• Confident and comfortable presenting to and challenging senior stakeholders to drive performance.
• Highly organised and disciplined, with attention to detail.

Some other highly valued skills may include:

• Entrepreneurial spirit with a collaborative approach.
• High integrity and ability to form positive working relationships.
• Understanding of group products, services, and processes.
• Effective in delivering messages and influencing within the team.
• Committed to policy/process improvements and best practices.
• Contributes to strategy and drives change recommendations.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skillsLondonPurpose of the roleTo provide financial expertise and support to specific business units or departments within the organisation, and act as a liaison between the finance function and various business units, helping to bridge the gap between financial data and business decisions. ÂAccountabilities

• Development and implementation of business unit financial strategies, plans and budgets, using insights to evaluate the financial implications of strategic initiatives and recommend appropriate actions.
• Development of financial models to forecast future performance, assess investment opportunities, and evaluate financial risks for business units, and to analyse the impact of business decisions on financial performance and provision of recommendations.  .
• Cross functional collaboration to provide financial insights and guidance to business unit stakeholders.
• Identification of opportunities and implementation of financial process improvements that streamline financial operations.
• Support to business units in identification, assessment, and mitigation of financial risks, including provision of training and guidance to business units on financial risk management and compliance practices.
• Analysis and presentation of financial data to provide insights into business performance, identify trends, and support decision-making.

Assistant Vice President Expectations

• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. ‘Complex’ information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.More about working at BarclaysWorking in UKBarclays offices across the UK are designed to be places where our people can come together to do their best work, surrounded by excellent facilities for both work and leisure. These are warm, diverse, supportive communities in some of the UK’s best locations, where everyone can thrive.Hybrid WorkingOur approach to hybrid working ensures there’s the right balance of working alongside colleagues at our onsite locations, as required for each role. For business areas that offer a hybrid working experience, this will be in a structured way, where colleagues work at an onsite location on fixed, ‘anchor’, days of the week. Some roles may require full onsite working. Please discuss the working pattern requirements for the role you are applying for with the hiring manager.We continue to embed and review our hybrid working environment and remain in a phase of testing and learning. This means that working arrangements could change, with reasonable notice, to align with the needs of our business.Reasonable AdjustmentsBarclays welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please reviewWorking FlexiblyWe’re committed to providing an inclusive culture and environment, that recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees globally to work flexibly empowers each of us to work in a way that suits our lives, as well as enabling us to better service our customers’ and clients’ needs.Our approach to working flexibly is designed to support you to balance your life and to accommodate diverse needs, whilst still allowing us to meet our business needs. If you’d like to request a flexible working arrangement, please discuss this with your hiring manager.How to ApplyWe’re committed to providing a supportive and simplified experience for our candidates throughout the application and assessment process. Here, you will find information about what to expect and some guidance around your assessment and interview.While the application process depends on the role, there are some constant steps, which are;Step 1 – Your application
Step 2 – Your assessment
Step 3 – Your interview
Step 4 – Next stepsWe aim to create an inclusive work environment where everyone can reach their full potential. If you require any adjustments to our recruitment process, please click to learn more.Find out more informationDiversity & InclusionBarclays offers a diverse, inclusive and engaged culture. A place where people can bring their whole selves to work and be respected for who they are, valued for what they do and celebrated for their contribution to our business and our community.
We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.Right to workBarclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.Share jobThe Barclays WayThis is the spirit of Barclays. It’s why we exist, what we believe and how we behave. But most importantly, it’s how we make decisions, take action and get things done.PurposeWorking together for a better financial future.ValuesWe believe great talent RISES. It acts with Respect, Integrity, Service, Excellence and Stewardship.MindsetWe discover our full potential through our desire to Empower, Challenge and Drive each other.

Expected salary

Location

London

Job date

Tue, 08 Oct 2024 22:45:16 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (hiring-jobs.com) you saw this job posting.