Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.
Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.
Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.
We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.
The Role: Distribution Performance and Transformation Lead – 6‑12 month Fixed Term Contract
To lead the design, implementation, and continuous improvement of the Management Operating System (MOS) and associated processes across UK Distribution. The role will drive standardisation, optimise adviser panel allocation, embed best practice, enhance performance metrics, and enable sustainable behaviour change—ensuring the business delivers ambitious growth targets with increased capacity and effectiveness.
Key Responsibilities
* Strategy & Planning: Develop and maintain a clear adviser relationship management strategy aligned to UK Distribution objectives; ensure business plans are systematically reviewed and translated into actionable plans for RAMs, TAMs and SSEs; design and implement processes that create Sales capacity to ensure new opportunities can be opened up in line with new Proposition enhancements.
* Performance Management: Design and implement effective targets and KPIs aligned to desired behaviours; own the joined‑up KPI framework feeding daily, weekly and monthly reviews; ensure MI is streamlined, insightful and actionable for managers.
* Process Improvement: Define, document and embed consistent ways of working across RAM, TAM and Account Relationship Roles; standardise meeting preparation, execution and follow‑up best practice; establish robust issue identification, capture and resolution mechanisms.
* Continuous Improvement: Ensure MOS sustainability through documentation, training and audit mechanisms; champion best practice and continuous improvement across UK Distribution; support transition from change delivery into BAU ownership.
Skills & Experience
* Strong background in UK Distribution and intermediary sales/operations
* Proven experience delivering performance improvement or operational transformation
* Previous experience of running Sales teams to achieve targets
* Highly numerate with strong MI, KPI and dashboard interpretation skills
* Credible operator with ability to influence senior leaders and front-line managers
* Experience embedding behavioural and cultural change in regulated environments
Key Interfaces
RAMs, TAMs, Adviser Relationship Consultants, Regional and National Sales Leaders, Service & Operations teams, UK Distribution SLT
Success Measures
* Sustained improvement in capacity and effectiveness across UK Distribution
* Adoption and consistent use of the MOS framework
* Improved quality of planning, MI, reviews and performance conversations
* Wider penetration of sales panels
* Clear evidence of embedded best practice and accountability
Job Level
Manager/Expert
Benefits
* Valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions; Share Save and Share Incentive Plan; access to financial wellbeing and support services.
* 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy.
* Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave.
* Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options.
We welcome applications from candidates with long‑term health conditions, disabilities or neuro‑divergent conditions. If you need assistance or an alternative means of applying due to a disability or additional need, please let us know by contacting careers@mandg.com.
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