Senior Business Insight Manager

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025

Role Title: Senior Business Insight Manager – Financial Analysis, Insights & Data

Location: Leeds/Liverpool

Contract: Perm

Working pattern: Hybrid

About the Role

You will support the Head of Financial Analysis, Insights & Data in the provision of timely, accurate and insightful data to drive the strategic decision-making of the Group. This role is critical in ensuring the team delivers high-impact financial insights that directly inform and influence executive-level decisions. The individual will act as a primary interface for executive committee members, manage key relationships, and ensure the team’s priorities align with the Group’s strategic objectives.

What you’ll be responsible for

• Provide expert financial analysis and insight to support the Group’s strategic decision-making, ensuring recommendations are robust, data-driven, and aligned with business goals.
• Act as the key relationship manager for executive committee members, proactively understanding their needs and ensuring the team delivers actionable insights.
• Work collaboratively with other leaders in the team, notably the Senior Finance Manager – Data & Analytics and the Client Facing Business Partner Manager, to ensure a joined-up approach to delivering value across the team.
• Oversee the allocation of team resources, set priorities, and ensure delivery against critical deadlines.
• Represent the department at senior leadership meetings, providing updates, influencing decisions, and championing the team’s work.
• Drive continuous improvement in analytical methodologies, data modelling, and reporting processes.
• Champion the understanding and upskilling of team members in financial planning and RAM data, as well as RIM, ensuring the team develops and maintains expertise and can deliver high-quality insights across every area of the Group.
• Key departmental relationships would be Financial Planning, RAM, Distribution and CCO.  

About you

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

• Significant experience in financial analysis, business insights, or a related field.
• Proven track record of managing teams and delivering results through others.
• Demonstrated ability to work independently, exercise sound judgement, and solve problems at a senior level.
• Strong relationship management skills, with experience engaging executive stakeholders.
• Excellent communication and influencing skills, especially with senior leaders.
• Strong organizational and prioritization skills.
• Good understanding of the Finance Function, although does not require to be a qualified accountant 

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance  - 8 x salary
• Income protection – 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you 

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces. 
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.com

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.