Full-Time

Head of Commercial Office

FNZ

FNZ

5,001-10,000 employees

Global wealth management platform for institutions

No salary listed

London, UK

In Person

Possible travel across the UK.

Category
Business & Strategy (1)
Required Skills
Data Analysis

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Requirements
  • Significant experience in a commercial operations or client and sales enablement leadership role within financial services, fintech, or B2B technology.
  • A proven track record of building and running high-performing commercial support functions in a complex, multi-stakeholder environment.
  • Familiarity with the UK wealth management and platform technology landscape.
  • Experience with CRM administration and commercial reporting; Microsoft Dynamics is preferred.
  • Ability to manage multiple competing priorities and deadlines while maintaining quality.
  • Ability to write, edit, and improve executive presentations and client-facing documents to a high standard.
  • Ability to operate at senior levels and influence and challenge as well as support.
  • Ability to use pipeline and performance data to identify issues and improve outcomes.
  • Ability to create structure, process, and capability where they do not yet fully exist.
  • Ability to attract, develop, and retain talented people in a fast-moving environment.
Responsibilities
  • Own the Commercial Office as a function by defining its purpose, structure, processes, and performance standards.
  • Partner with the Chief Commercial Officer and Head of UK Sales to translate commercial strategy into operational reality.
  • Build and maintain the commercial playbook from proposal through negotiation and contract execution.
  • Drive pipeline hygiene and forecasting discipline across the UK sales and client teams.
  • Lead preparation of board-level and executive commercial reporting, including pipeline, win/loss analysis, revenue forecasting, and market coverage.
  • Lead and develop the sales support and sales administration team.
  • Oversee commercial documentation to ensure quality, accuracy, and on-time delivery.
  • Own CRM governance and adoption, ensuring Microsoft Dynamics is used consistently and generates actionable commercial intelligence.
  • Manage the commercial calendar, including executive engagements and client events.
  • Coordinate across Legal, Finance, Risk, and Technology to accelerate deal structuring and contract execution.
  • Establish operating rhythms and handoff protocols between the central Commercial Office, UK Sales teams, and downstream Delivery functions across the commercial lifecycle.
  • Define and enforce content standards for core commercial materials for existing clients.
  • Build a library of reusable commercial content, including case studies and capability statements.
  • Introduce quality standards and peer review processes for client-facing documents.
  • Support commercial negotiations and contract reviews for existing clients, including renewals, expansions, and scope changes.
  • Maintain FNZ's view of the competitive landscape with the UK Client Solutions team, tracking competitor positioning, win/loss patterns, and market developments.
  • Provide Sales, Client Solutions, and Client Relationship Management teams with intelligence and tools to compete across adviser platform, D2C, workplace, and wealth segments.
  • Line-manage the Sales Support and Sales Administration team, typically 4–8 people depending on scope.
  • Connect Client Relationship, Sales, Client Solutions, Marketing, Finance, Legal, and Product functions.
  • Build a culture of commercial discipline, quality, and accountability within the team and across client-facing teams.

FNZ gives large financial institutions a single, digital wealth management platform to offer wealth services. It integrates asset management, retail banking, life insurance and private banking capabilities into one online proposition that advisers and customers access via online banking. Revenue comes from platform fees, service charges, and strategic partnerships. The company differentiates itself through its scale, breadth of integrations, and track record of helping major institutions (e.g., Aviva and Abrdn) accelerate growth and transform how wealth management is delivered. Its goal is to enable institutions to provide personalized, efficient wealth management at scale, simplifying the customer experience and improving outcomes for advisers and clients.

Company Size

5,001-10,000

Company Stage

Growth Equity (Venture Capital)

Total Funding

$2.6B

Headquarters

London, United Kingdom

Founded

2003

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Simplify Jobs

Simplify's Take

What believers are saying

  • August 4, 2026 FNZ sold FNZ Bank, sharpening focus on core wealth tech.
  • May 2026 hire David Moss accelerates North America product expansion and modularization.
  • FNZ Select launched March 31, 2026, monetizing premium service and earlier innovation access.

What critics are saying

  • A US$4.6 billion New Zealand class action targets FNZ directors and investor shareholders.
  • The July 2026 Swiss sale and August 2026 bank divestiture signal shrinking control.
  • If courts void 2024-2025 equity raises, employee trust collapses and retention fractures.

What makes FNZ unique

  • FNZ powers $2.4tn across nearly 30 million people, giving unmatched distribution density.
  • Its end-to-end, modular wealth stack spans custody, execution, AI, and adviser workflows.
  • FNZ remains embedded with large banks and wealth managers, including Germany's FNZ Bank.

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Benefits

Health Insurance

Life Insurance

Hybrid Work Options

Paid Vacation

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Yahoo Finance
Aug 10th, 2026
FNZ appoints Stephen Welch as group chair to drive strategy and growth

FNZ has appointed Stephen Welch as group chair. Welch will work with the board and senior management on strategy, transformation and long-term growth plans at the wealth management technology firm. Gregor Stewart, who has served as group chair since 2024, will remain on the board as chair of the risk committee and become senior independent director. FNZ Group CEO Blythe Masters said Welch brings significant experience working with boards and leadership teams of regulated, global financial services businesses. His track record in driving transformation and operational excellence will be valuable as FNZ executes its strategy. Separately this month, Advent and an investor group including HarbourVest Partners agreed to buy FNZ Bank from FNZ.

FNZ
Aug 4th, 2026
FNZ agrees sale of FNZ Bank to Advent.

FNZ agrees sale of FNZ Bank to Advent. FNZ, the leading global wealth management platform, today announced that it has entered into an agreement to sell FNZ Bank to Advent, and a consortium including HarbourVest Partners ("HarbourVest"). Completion of the transaction is expected to occur in the second half of 2027, subject to customary regulatory and other approvals. The divestment is consistent with FNZ's strategy of focusing on its core wealth management technology business and serving large financial institutions at scale. The transaction supports FNZ's long-term growth ambitions by reinforcing its positioning as a technology platform provider for wealth businesses globally, including in Germany where FNZ Bank remains a key client. Following completion of the transaction, FNZ and FNZ Bank intend to continue their long-standing partnership, leveraging FNZ's technology capabilities to support the bank's continued growth and client offering. FNZ will continue to partner with wealth management institutions across continental Europe, including Germany, Switzerland and the Nordics, as they modernise their technology platforms. Blythe Masters, Group CEO of FNZ, said: Barclays Bank PLC, acting through its Investment Bank, acted as Sole Financial Advisor to FNZ. FNZ was advised by A&O Shearman as its Legal Advisor.

FNZ
Jul 22nd, 2026
FNZ recognized in CNBC and Statista's World's Top Fintech Companies 2026 list.

FNZ recognized in CNBC and Statista's World's Top Fintech Companies 2026 list. FNZ has been named in CNBC and Statista's World's Top Fintech Companies 2026 list, recognized for its work in wealth technology. The recognition is based on Statista's independent research, which assesses companies against a range of global and market-specific performance indicators. While FNZ Group is honored by the recognition, FNZ Group see it as a reflection of something bigger: the trust its clients place in FNZ every day. As wealth managers, banks, insurers, and investment firms navigate an increasingly complex market, FNZ's role is to help them simplify operations, modernize technology, and deliver better outcomes for investors. It's a mission that drives the work of its teams across every market FNZ Group serve. Independent recognition matters because it provides an outside view of the platform, infrastructure, and capabilities its people build and run every day. More importantly, it highlights the growing role of wealth technology in helping financial institutions innovate, scale, and meet the evolving needs of investors. To its clients, partners, and colleagues around the world: thank you. Your trust, collaboration, and commitment make achievements like this possible. As the industry continues to evolve, FNZ Group remain focused on what matters most, helping its clients grow and opening up wealth so that more people can invest in their future with confidence.

FinTech Futures
Jul 3rd, 2026
Objectway buys FNZ's Swiss private banking technology business.

Objectway buys FNZ's Swiss private banking technology business. Milan-based Objectway will pick up more than 40 private banking clients and 160 new team members through the purchase. Tyler Pathe, Senior Reporter, FinTech Futures July 3, 2026 FNZ has sold its Swiss private banking technology business, FNZ Switzerland SA (formerly New Access), to wealth software provider Objectway. The financial terms of the sale have not been disclosed. FNZ acquired New Access, a specialist private banking technology firm based in Geneva, in July 2022 before later rebranding the unit as FNZ Switzerland SA. The business will now be operated under the Objectway Switzerland brand. Milan-based Objectway will pick up more than 40 private banking clients and 160 new team members through the purchase. Vincent Jeunet, who has led the FNZ Switzerland SA business for over five years, will continue as CEO of Switzerland with Objectway. Objectway says the purchase extends its operations across Switzerland, Singapore, and Tunisia and brings an established "core-to-digital" software suite under its ownership. The suite combines portfolio management, CRM, and back-office banking systems for mid to large-sized private banks that provide cross-border and offshore banking services. The software is already used by clients in Switzerland, Liechtenstein, Luxembourg, Monaco, and the Bahamas. Objectway adds that the agreement includes "ongoing collaboration with FNZ on several joint client initiatives". The acquisition follows an investment into Objectway by international private equity firm Cinven in August 2025, earmarked for the company's pan-European expansion. The Italian company previously grew its North American footprint with the acquisition of Canadian digital wealth management platform Nest Wealth back in January 2024. The sale by FNZ follows a report by Bloomberg back in November that the company was considering selling its German custody banking arm, FNZ Bank Deutschland, for more than €500 million, according to sources with knowledge of the matter. Senior Reporter, FinTech Futures Tyler Pathe is a financial reporter, moderator and investigator with a specific interest in financial technology, banking and the financial industry's latest innovations.

IBS Intelligence
Jul 2nd, 2026
Objectway acquires FNZ's Swiss banking tech business.

Objectway acquires FNZ's Swiss banking tech business. By milan rojan. July 02, 2026 Objectway has agreed to acquire FNZ Switzerland SA, formerly operating as New Access, strengthening its presence in Switzerland and expanding its capabilities in private banking technology across Europe's key wealth management centres. Luigi Marciano, Founder and Group Chief Executive Officer of Objectway, said: "We are delighted to welcome a highly experienced and talented team to Objectway. Their expertise, international presence and strong customer relationships will contribute significantly to our future growth and innovation journey. This agreement significantly strengthens our position across leading wealth management markets and cross-border financial hubs in continental Europe." The acquisition has brought more than 160 employees into Objectway and has added technology solutions serving over 40 private banks. The business will operate under the Objectway Switzerland brand, reinforcing the company's position in Switzerland, Liechtenstein and other international wealth hubs, including Luxembourg, Monaco and the Bahamas. Vincent Jeunet, Chief Executive Officer, Objectway Switzerland, said: "Joining Objectway represents an exciting new chapter for our people and our clients. Together, we recognise significant potential to generate new business opportunities across complementary market segments and client tiers." The deal has enhanced Objectway's end-to-end private banking proposition by combining core banking capabilities with digital banking and relationship management solutions. The expanded platform has been designed to support mid-sized and large private banks managing cross-border operations, while addressing increasing regulatory requirements and operational complexity. The acquisition has also extended Objectway's international operational footprint across Switzerland, Singapore and Tunisia, supporting its strategy of helping financial institutions modernise legacy infrastructure and adopt integrated core-to-digital banking architectures. As part of the transaction, Vincent Jeunet has continued to lead the business as Chief Executive Officer of Objectway Switzerland, ensuring continuity for employees, clients and partners while overseeing the integration. The transaction has remained subject to customary closing conditions, while Objectway and FNZ have continued collaborating on several joint client initiatives following the agreement. Mawarid Finance modernises core banking with BML Istisharat. July 02, 2026