Develop and maintain a clear adviser relationship management strategy aligned to UK Distribution objectives
Ensure business plans are systematically reviewed and translated into actionable plans for RAMs, TAMs and SSEs
Design and implement processes that create Sales capacity to ensure new opportunities can be opened up in line with new Proposition enhancements
Performance Management
Design and implement effective targets and KPIs aligned to desired behaviours
Own the joined-up KPI framework feeding daily, weekly and monthly reviews
Ensure MI is streamlined, insightful and actionable for managers
Process Improvement
Define, document and embed consistent ways of working across RAM, TAM and Account Relationship Roles
Standardise meeting preparation, execution and follow-up best practice
Establish robust issue identification, capture and resolution mechanisms
Continuous Improvement
Ensure MOS sustainability through documentation, training and audit mechanisms
Champion best practice and continuous improvement across UK Distribution
Support transition from change delivery into BAU ownership
Requirements
Strong background in UK Distribution and intermediary sales/operations
Proven experience delivering performance improvement or operational transformation
Previous experience of running Sales teams to achieve targets
Highly numerate with strong MI, KPI and dashboard interpretation skills
Credible operator with ability to influence senior leaders and front-line managers
Experience embedding behavioural and cultural change in regulated environments
Key Interfaces
RAMs, TAMs, Adviser Relationshop Consultants, Regional and National Sales Leaders, Service & Operations teams, UK Distribution SLT
Success Measures
Sustained improvement in capacity and effectiveness across UK Distribution
Adoption and consistent use of the MOS framework
Improved quality of planning, MI, reviews and performance conversations
Wider penetration of sales panels
Clear evidence of embedded best practice and accountability
Recruiter: Phoebe Ewers
Job Level: Manager/Expert
Benefits
At M&G, we're committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy - to balance your work and personal commitments.Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.Health & Protection cover including Private Healthcare , Critical Illness cover and Life Assurance for you, with family options - for peace of mind.To explore more about life at M&G and our full benefits offering, visit Life at M&GWe have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, etHealth insuranceFlexible scheduleParental leave
Additional Information
Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.
Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.
Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.
We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.
The Role: Distribution Performance and Transformation Lead - 6-12mth Fixed Term Contract
To lead the design, implementation, and continuous improvement of the Management Operating System (MOS) and associated processes across UK Distribution. The role will drive standardisation, optimise adviser panel allocation, embed best practice, enhance performance metrics, and enable sustainable behaviour change-ensuring the business delivers ambitious growth targets with increased capacity and effectiveness.
Mgpru · Stirling