WM Commercial Insights 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: WM Commercial Insights Manager

Division: RIM

Location: London, Liverpool, Glasgow

Contract: Permanent

Working pattern: Hybrid

About the Role

The WM Commercial Insights Manager plays a pivotal role in enabling data and MI-driven decision-making across the wealth management business.. A key aspect of the role is the design, development, and maintenance of dashboards and reporting tools that enhance transparency, track progress against commercial objectives, and support growth strategies.  This role is responsible for delivering actionable insights through the analysis of sales performance, client trends, and regional office activity. The successful candidate will lead the development and enhancement of dashboards, reporting tools, and performance metrics to support senior leadership, regional heads, and front-office teams.

What you’ll be responsible for

• Sales and Performance Analytics - Analyse and interpret sales data across products, channels, and client segments.
• Track and report on KPIs including net flows, AUM growth, client acquisition,, product mix and retention.
• Provide regular and ad hoc performance reporting to senior stakeholders.
• Regional Office Insights - Partner with regional office heads to understand local performance drivers.
• Develop tailored dashboards and reports to support regional business planning. Identify opportunities and risks at a regional level through data analysis.
• Dashboard Development & Reporting - Design and maintain interactive dashboards (e.g., Power BI, Snowflake) to visualise key commercial metrics.
• Automate recurring reports and streamline data workflows - Ensure data accuracy, consistency, and integrity across all reporting outputs.
• Stakeholder Engagement - Collaborate with Data management, Sales, CCO, Finance, and Technology teams to align on data needs and priorities. Present insights and recommendations to senior leadership in a clear and compelling manner. Act as a subject matter expert on commercial data and performance metrics.
• Ad hoc project support – work on key business cases and projects eg Apollo.
• Continuous Improvement - Drive enhancements in data collection, reporting processes, and insight generation. Stay abreast of industry trends and best practices in data analytics and wealth management.

About you

• Experience working in a similar role in Financial Services, the Investment or Wealth Management industry 
• Proven experience in a commercial insights, business intelligence, or performance analytics role within financial services, ideally wealth or asset management.
• Strong analytical skills with the ability to interpret complex data and translate it into actionable insights.
• Commercially minded, with a strong focus on delivering business value.
• Advanced proficiency in Excel and data visualisation tools (e.g., Power BI).
• Experience working with CLM/ CRM and sales platforms (e.g., Salesforce, Microsoft Dynamics).
• Excellent communication and stakeholder management skills at a senior level. Ability to communicate complex information in a clear, concise, and commercially focused manner
• Strong attention to detail and a proactive, solution-oriented mindset.

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.