Regional Head of Wealth Commercialization, Performance & Segment Strategy

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How the Role Operates

• Leads enterprise-level commercial initiatives that cut across functions and markets

• Sets commercial priorities and sequences initiatives to protect frontline focus

• Acts as the decision owner when trade-offs are required across teams

• Provides senior management with a single, integrated view of what is driving wealth performance

Core Accountabilities

• Enterprise Commercial Performance

• Designs and runs the enterprise wealth performance model across customer segments

• Leads regular commercial performance reviews to identify structural gaps and intervention needs

• Sponsors corrective actions where productivity, penetration, or conversion fall short

• Works with Distribution leadership to reset expectations, focus, and execution standards
  
  

Customer Segments & Proposition Execution

• Designs segment-specific customer propositions with clear commercial intent and measurable outcomes

• Leads proposition pilots, scaling decisions, and rollouts across markets.

• Simplifies and rationalizes propositions to improve sales effectiveness and reduce dilution

• Refine propositions based on frontline feedback and performance data
  
  

Sales Performance Effectiveness

• Translates propositions into clear sales focus and execution priorities

• Drives changes to sales motion where conversion or adoption is weak

• Partners sales leadership to resolve structural blockers to performance

• Ensures incentives, campaigns, and focus areas reinforce enterprise priorities
  
  

Commercial Focus & Initiative Management

• Actively manages the volume and sequencing of enterprise initiatives

• Decides which initiatives progress, pause, or stop based on commercial impact

• Protects frontline capacity by enforcing disciplined execution windows

• Resolves competing demands on sales and product teams
  
  

Marketing & Customer Experience Interlock

• Sets commercial direction for marketing priorities to ensure alignment with target segments and conversion goals

• Guides customer experience initiatives to ensure investments experience support sales effectiveness

• Works in close partnership with Marketing and CX leaders, who retain execution ownership
  
  

Success Measures

• Measurable improvement in sales productivity, penetration, and proposition conversion across priority segments

• Reduced initiative overload with improved frontline focus and execution quality

• Delivery of high-impact enterprise commercial initiatives with visible outcomes

• Clear recognition by senior leadership of a single owner for enterprise wealth commercial performance
  
  

Reporting Line

• Direct report to Managing Director, Regional Wealth Management, with enterprise mandate across the regional Wealth Management franchise.