Head of Commercial Office UK
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead the Commercial Office and translate commercial strategy into effective operational processes. You will improve sales support, CRM governance, reporting, commercial documentation, bid quality, client transitions, and market intelligence. You will manage the sales support and administration team, coordinate cross-functional deal execution, and establish consistent operating rhythms across the commercial lifecycle.
Requirements
- Significant experience in commercial operations or client and sales enablement leadership within financial services, fintech, or B2B technology
- Proven experience building and running high-performing commercial support functions in complex, multi-stakeholder environments
- CRM administration and commercial reporting experience
- Strong written communication for executive presentations and client-facing documents
- Ability to influence and challenge senior stakeholders
- Ability to use pipeline and performance data to improve outcomes
- People leadership experience
Responsibilities
- Define the Commercial Office’s purpose, structure, processes, and performance standards
- Translate commercial strategy into operational execution with commercial and sales leadership
- Build and maintain commercial playbooks for proposals, negotiations, and contract execution
- Drive pipeline hygiene and forecasting discipline
- Prepare board-level and executive commercial reporting
- Lead and develop the sales support and sales administration team
- Oversee commercial documentation quality, accuracy, and timely delivery
- Own Microsoft Dynamics CRM governance and adoption
- Manage the commercial calendar, executive engagements, and client events
- Coordinate with Legal, Finance, Risk, and Technology to accelerate deal structuring and contract execution
- Define bid-content standards and maintain reusable commercial content
- Support commercial negotiations and contract reviews for renewals, expansions, and scope changes
- Track competitor positioning, win/loss patterns, and market developments
- Provide commercial intelligence and tools to sales, client solutions, and client relationship management teams
