Commercial Executive

5 months ago

Dublin, Ireland Davy Group Full time

About us

From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.

Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.

Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.

About the role

Reporting to the Commercial Director this role will suit a candidate looking to gain commercial experience in the wealth management sector. The main responsibilities will include organising the communication and proposition activities of the department, in conjunction with channel leaders, into one cohesive plan and managing it all to the highest risk and compliance standards.

The multi-disciplinary role will require the successful candidate to work with team members and internal stakeholders, requiring commercial acumen and organisation skills with a good knowledge of Davy Select channels and products. The most important things are attitude, humility, resilience and the ability to work as part of a team that works with all our colleagues across Davy.

The Commercial Executive will support the departments’ execution of commercial and communication plans including:

In the role, the successful candidate will support the departments’ execution of commercial and communication plans including:

Organisation and Ownership of communications;

Client and intermediary client communications. Review of existing marketing & digital client journey Periodic reviews of all publicly available Davy Select documents Content management for Davy Select website. Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

Proposition Improvement;

Co-ordination and project participation of proposition improvement initiatives for all channels with particular emphasis on D2C channel. Participation in Business Change & Quality projects as required.

Marketing & Research;

Acting as the link between Davy Select and the Davy Marketing dept in relation to all aspects of Davy Select events, collateral, WM campaigns. Market research and competitor analysis reporting as required. Commercial MI- development and delivery of monthly commercial KPI report Social media monitoring and interaction Implementation of NPS/Voice of client surveys across the dept

Commercial CRM;

Management of the communication process for Intermediary contractual documentation Implementation of CRM database with Intermediary firms and employee data. Working with the Head of Intermediary Business to manage the intermediary register and all associated register communication.

Requirements

About you

We are looking for somebody who has the following background and skills:

Self-starter who is motivated with high energy and an excellent team ethic and a great attitude Relevant qualification: Business/Marketing/Communications and QFA Knowledge of and experience in the retail Wealth Management sector, in a commercial business unit is desirable Marketing and/or Communications experience is desirable Extremely organised and an ability to prioritise high value-added tasks. Excellent Microsoft Excel and PowerPoint skills. Communication, relationship management and presentation skills. Willingness to work as part of multi-functional teams. Strong understanding of professional ethics and regulatory environment.

What we offer

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.

Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.

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