Senior Wealth Executive - Team Lead

About Goodbody

Goodbody is a leading financial services firm with a long-standing commitment to serving clients and building enduring relationships. We are a full-service, investment-led business providing wealth management, asset management, investment banking and private equity services.

Goodbody has always been, and will remain, a people business. Across Dublin, London, Belfast, Cork and Galway, our people work in a professional, collegial environment that values diverse perspectives and backgrounds. Our reputation rests on putting clients first, upholding high professional standards and making a positive contribution to our communities.

About Goodbody Wealth Management

Goodbody Wealth Management helps clients make informed decisions about their financial future. We combine financial planning, investment expertise, and access to specialist capabilities to provide advice and solutions appropriate to each client’s circumstances, objectives and stage of life.

Goodbody Personal serves emerging-wealth and affluent clients through a clear, planning-led proposition supported by consistent service standards, effective use of technology and access to the wider capabilities of Goodbody.

The Opportunity

We are looking for an experienced Wealth Management professional who is motivated by helping colleagues and clients succeed.

As Team Lead, Goodbody Personal, you will lead a team of approximately five to seven colleagues, develop their capabilities and help them deliver excellent outcomes for clients. You will have the opportunity to influence how the Personal proposition develops, improve the way we serve clients and contribute to the sustainable growth of Goodbody Wealth Management.

You will join a collaborative leadership team and receive support to continue developing your own leadership capabilities and career.

About the Role

Reporting to the Head of Goodbody Personal, you will lead and develop a team serving emerging-wealth and affluent clients. You will create clear priorities, coach colleagues and support the team in delivering consistently high standards of advice, service and sustainable commercial performance.

Your primary responsibility will be to achieve strong outcomes through the team. You will also manage a portfolio of client relationships, reviewed regularly to ensure you retain the time and capacity to lead effectively.

This role will suit someone who combines inclusive people leadership with sound client judgement, commercial awareness and a strong commitment to professional standards.

Key Accountabilities

1. Lead and develop the team

- Set clear priorities and objectives, helping colleagues understand their responsibilities and how their contribution supports clients, the team and Goodbody Personal.

- Coach and develop colleagues through regular feedback, meaningful delegation, individual development planning and open performance conversations.

- Create an inclusive and supportive environment in which colleagues can contribute fully, exercise sound judgement and progress their careers.

- Manage team capacity, workload and the fair allocation of clients and new opportunities to maintain service quality, support colleague development and enable sustainable growth.

2. Deliver excellent client outcomes

- Lead the team in providing clear, relevant and proportionate advice, supported by a consistent and responsive client experience.

- Guide the handling of significant client matters, service issues and exceptions, bringing appropriate judgement, urgency and care.

- Strengthen client retention and advocacy by helping the team understand clients’ changing circumstances, objectives and priorities.

- Bring together relevant expertise from across Goodbody when clients require investment, financial-planning or other specialist support.

3. Grow the Personal business sustainably

- Own delivery of agreed team outcomes across client retention, appropriate new-client acquisition, assets under management, recurring revenue and relationship development.

- Build a disciplined and collaborative approach to business development, helping colleagues identify, assess and progress suitable opportunities.

- Support growth through existing client relationships, referrals, professional connections and collaboration across Goodbody.

- Use commercial information to assess performance, recognise progress and take timely action where activity, pipeline quality, conversion or client retention is below expectation, while maintaining advice quality and good client outcomes.

4. Embed planning-led advice and service standards

- Embed financial planning as the foundation of the Personal proposition, with clients’ objectives, circumstances and priorities understood before solutions are recommended.

- Help colleagues use approved advice frameworks, planning tools, investment solutions and client-review processes confidently and consistently.

- Bring together relevant expertise when clients have financial-planning, investment, retirement, inheritance or other specialist needs.

- Lead consistent delivery of agreed client journeys and service standards, while allowing appropriate judgement where clients’ needs require a different approach.

5. Maintain strong risk, conduct and governance

- Model ethical leadership and set clear expectations for good client outcomes, professional standards and compliance with applicable obligations and Goodbody policies.

- Maintain effective first-line oversight of advice quality, client documentation, record-keeping, data quality and professional competence, including the prompt identification, recording and escalation of complaints, errors, incidents and conduct concerns.

- Foster an environment in which colleagues feel able to speak up, challenge constructively and learn from feedback, incidents and control findings.

6. Improve how we work and contribute across Goodbody

- Contribute frontline insight to the development of the Personal proposition and lead agreed improvements to client service, business processes and working practices within the team.

- Help colleagues adopt approved technology and use relevant information to improve client coverage, capacity, service and productivity.

- Identify unnecessary complexity and recurring barriers, working with colleagues across Goodbody to develop practical improvements.

- Build effective relationships across Goodbody, represent the Personal business in relevant cross-functional initiatives and provide clear insight on client needs, team capacity, operational barriers and opportunities for growth.

Experience, Knowledge and Qualifications

Essential

You should be able to demonstrate:

- Relevant experience in Wealth Management, financial planning or a comparable regulated financial-services environment.

- Evidence of leading and developing others, with the readiness to assume formal accountability for colleague performance, team capability and commercial delivery. This may have been gained through people management, significant project or business leadership, mentoring, or another relevant leadership responsibility.

- Experience building trusted client relationships and exercising sound judgement in complex or sensitive situations.

- Evidence of delivering commercial growth through client development, new business, referrals or improved team performance, with the judgement to balance commercial and client outcomes.

- Broad knowledge of investments, financial planning and the principal financial needs of Personal clients.

- The ability to balance client, colleague, commercial and risk considerations in a regulated environment.

- A relevant recognised professional qualification appropriate to the role, such as QFA, CFP, the Registered Representative Examination, the Certificate in Stockbroking or an equivalent recognised qualification.

Desirable

It would be beneficial to have:

- Experience holding formal responsibility for colleague performance and development.

- Experience improving a client proposition, service model, process or client journey.

- Experience supporting colleagues through business, organisational or regulatory change.

- Additional professional development in financial planning, investment management or leadership.

We welcome applications from candidates with different career experiences and perspectives. If this opportunity interests you and you meet most of the essential requirements, we encourage you to apply.

Fitness & Probity

This is a Controlled Function role under the Central Bank of Ireland’s Fitness & Probity Regime, covering CF3, CF4, CF7 and CF10. Appointment is subject to meeting the applicable Fitness & Probity requirements, which must be maintained throughout the role.

Development and Career Opportunity

Goodbody is committed to helping colleagues develop their capabilities and progress in their careers. In this role, you will have access to professional education, leadership development, mentoring and opportunities to contribute beyond your immediate team.

This is a senior leadership role and an important progression opportunity within Goodbody Wealth Management. You will work closely with the Head of Goodbody Personal as you deepen your leadership experience, develop the Personal proposition and contribute to the continued growth of Goodbody Wealth Management.

Diversity, Inclusion and Flexibility

Goodbody is committed to creating an inclusive environment in which talented people can thrive, develop and progress. We value diversity of experience, thought and background and are committed to fair and inclusive recruitment and career development.

Our hybrid working model is designed to support effective performance, collaboration and work-life balance.

Reasonable accommodation is available at every stage of the recruitment process. Candidates may include a note with their application or contact [email protected] .

Benefits and Wellbeing

Goodbody’s employee proposition reflects our focus on inclusion, development, wellbeing and shared success.

Our offering includes:

- A competitive remuneration package with risk-adjusted incentives.

- Generous pension, life and health-insurance benefits.

- Educational sponsorship and professional development support.

- Leadership and career-development opportunities.

- Support for social, financial, mental and physical wellbeing.

- Opportunities to contribute through volunteering, sustainability and community initiatives.

Regulatory and Appointment Information

Appointment will be subject to confirmation that the successful candidate:

- Holds any qualifications required for the activities undertaken in the role.

- Meets applicable Minimum Competency requirements as per Fitness and Probity guidelines.

Please read the Goodbody Recruitment Privacy Notice. By submitting your personal data to us, you acknowledge that you have read and understood this Privacy Notice and agree to the use of your personal data in line with this. We will only use the information that we collect about you lawfully in accordance with the Data Protection Acts, 1988 and 2003 and the EU General Data Protection Regulation (GDPR).

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Goodbody by recruitment agencies will not be accepted for this role. Goodbody operates a direct sourcing model and where agency assistance is required, the HR team will engage directly with our recruitment partners.

Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland. In the UK, Goodbody is also subject to regulation by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc.

For AIB Employees: Please note there are specific controls in place for transfers between AIB and Goodbody. Goodbody is part of AIB Group and you must inform your AIB line manager and HR BP in advance of making an application to Goodbody.