General Manager | Wealth Management & Brokerage

Senior Leadership | Regulated Financial Services

The Opportunity

Our client, a well-established, well-regarded wealth management firm, is seeking a General Manager to spearhead the operational and strategic evolution of the business.

This is a high-impact, executive role with full accountability for scaling a sophisticated financial services company, driving commercial performance, while safeguarding consistently high-quality client experience and long-term outcomes.

Reporting directly to the CEO, you will be a key member of the SLT working closely with other business unit Heads to translate ambitious business goals into operational reality, ensuring the firm delivers elite, compliant, and values-driven wealth solutions in an increasingly complex regulatory landscape.

The Job

Strategy & Commercial

• Define and execute the multi-year strategic roadmap for the Wealth Management and Brokerage divisions (retail life insurance and mortgage lending).
• Drive commercial performance by optimising revenue streams, managing departmental budgets, and identifying untapped market opportunities.
• Develop scalable service models that maintain high-touch client outcomes during periods of aggressive growth.

Organisational Leadership & Talent Oversight

• Provide leadership to an experienced multidisciplinary management team, fostering a culture of rigorous accountability and professional development.
• Oversee resource planning and talent acquisition strategies to ensure the firm is equipped to meet future advisory demands.
• Act as a primary "culture carrier," championing an inclusive, high-trust environment that attracts and retains top-tier industry talent.

 

Operational Excellence

• Optimise the firm's operational infrastructure, including CRM integration, back-office workflows, and financial planning technology stacks.
• Ensure seamless cross-functional collaboration between Sales, Client Services, Compliance, Finance, Marketing, and HR to eliminate silos and enhance the client journey.
• Drive data-driven decision-making by implementing robust KPI frameworks and performance reporting
• Collaborate with the Compliance function to embed a "compliant-by-design" philosophy across all broking and financial planning activities.

The Person:

• Extensive senior leadership experience within a regulated wealth management, or life pensions and investment brokerage.
• Demonstrated ability to build, lead and empower high-performing teams, embedding a culture of accountability, innovation and ongoing improvement.
• Deep technical understanding of the wealth management landscape, including investment platforms, tax planning, and brokerage operations.
• A track record of enhancing systems and processes to improve scalability, reduce operational risk, staying.
• Industry-standard financial planning or investment management qualifications such as CFP, QFA, Chartered Status, or equivalent would be preferred.

 

The Offer

• Excellent €6-figure salary with performance-linked bonus structure.
• Modern Dublin City Centre Offices, with a strong hybrid working model designed for executive autonomy.
• Comprehensive executive package including enhanced pension contributions, private medical insurance, income protection, significant death-in-service benefits, and generous annual leave.