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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 team s   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 c l ient relationship management   team s   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 —   Microso ft 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.