Job Description

Head of New Business

Are you passionate about business development, fostering accoutability, and driving data-informed performance across ambitious teams? Were seeking a strategic and analytical leader to take ownership of performance management across our New Business functions.

In this pivotal role, you'll shape the future of our firm by ensuring that our New Business team progresses effectively through our Trainee Pathway Program. This program transforms aspiring professionals into well-rounded Financial Planners by combining technical training, client development and business growth fundamentals. You'll oversee KPI tracking, data integrity and performance analytics to ensure individuals and teams are equipped, supported and accountable for achieving measurable success.

About the Role

As the Head of New Business, you will be responsible for supporting, managing, and holding new business team accountable to their daily, weekly and monthly performance targets. Your work will be essential in maintaining the strategic alignment, consistency and effectiveness of our New Business function ensuring each new business manager is set up to succeed in client acquisition and professional development.

This is a global role, focussing on our key hubs in Dubai, UK, Asia and Mexico. It will involve travel throughout the year to spend time in each of the offices, fostering good working relationships and building dynamic, motivated teams.

In addition to people management, a key focus for the Head of New Business is to focus on data management ensuring that our lead database is actively being worked along with bring new and innovative ideas for how we can improve our lead generation.

(This role will be based in our Dubai headquarters and will involve relocation)

Key Responsibilities

Weekly Focus:

• Conduct daily reviews of individual performance data across all New Business Manager, ensuring consistent focus on core KPIs such as outreach, lead generation, meeting booking and CRM activity.
• Provide structured, actionable feedback to drive improvements in prospecting effectiveness and team morale.
• Prepare and deliver a weekly performance report to Global Managers, detailing individual progress, broader team trends, underperformance flags, and potential structural challenges.
• Data analytics report reviewing lead campaign performance submitted to global sales managers

Monthly Objectives:

Lead and ensure completion of all monthly one-to-one performance reviews, creating a coaching-led environment for each New Business Manager.

• Validate and enforce escalation processes for consistent underperformance while supporting positive developmental interventions.
• Oversee the design and implementation of a rolling four-week training schedule, collaborating with subject matter experts to ensure relevant and impactful delivery tailored to business development excellence.
• Carry out monthly data review which summarises successful lead generation sources to present back to global sales managers with recommendations for improvement.
• Develop our Corporate partnerships with key stakeholders in the jurisdictions we operate in.

Strategic Collaboration:

• Partner with global stakeholders to align leadership approaches, redefine performance benchmarks and continuously improve business development frameworks.
• Join and contribute to weekly marketing strategy meetings, working alongside the Head of Marketing to assess lead quality, campaign ROI and conversion potential.
• Ensure strategic initiatives are communicated, executed and reinforced effectively across the team.
• Continually looking to improve the ways in which we generate new business across the group.

What Were Looking For

• Strong background in sales and data management
• Excellent organisational and communication skills with a strong ability to influence and lead others.
• Demonstrated experience in managing people through KPIs and performance metrics.
• Capable of designing training programmes, managing change, and fostering a culture of accountability and high standards.
• Ability to escalate issues diplomatically while maintaining strong team morale and individual motivation.
• Are we looking for someone that has worked in WM if not what kind of industries are we looking at ?

Your Impact

• Serve as a trusted bridge between New Business Managers and Global Sales Leadership, championing both development and results.
• Proactive in sharing your vision for improving data management, along with refreshed and innovative strategies for lead generation.

Lead with consistency, clarity, and fairness to drive performance, team alignment and long-term success within the Trainee Pathway Programme.