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Wealth Management Regional Director- South

London, United Kingdom

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Date live: 15/06/2026

Business Area: Mass Affluent & Virtual (Trading)

Area of Expertise: Relationship Management

Contract: Permanent

Reference Code: JR-0000113243

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Barclays Relationship Management

Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs.

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Overall purpose of role

A Director-level leader accountable for Planning & Advice Distribution performance across the South region, with responsibility for the regional population of Team Leaders, Wealth Planners and Wealth Managers.

The role leads through a team of Team Leaders, driving commercial delivery, adviser productivity, and quality of advice across the region. It is responsible for translating the priorities of the Planning & Advice business into clear regional execution, ensuring consistent performance, strong coaching disciplines, and high standards of client outcomes.

To be successful as a Regional Director, you should have experience in the following:

  • Proven leader of leaders within Wealth Management, Financial Planning, or Private Banking
  • Proven ability to deliver results via a balanced-scorecard framework spanning commercial outcomes, customer experience, colleague sentiment, and management of regulatory risk.
  • Experience leading multi-team / regional distribution environments
  • Strong understanding of regulated advice processes, suitability, and client outcomes
  • Experience coaching leaders and improving performance at scale
  • Solid analytical capability, including identifying performance trends, drawing insights, and making data-driven decisions
  • Skilled in establishing and nurturing stakeholder relationships across interconnected strategic agendas

This role is based in London and requires regular travel across the South region.

Key Accountabilities

Regional Leadership & Performance

  • Accountability for regional outcomes across commercial outcomes, client experience and adviser productivity
  • Take responsibility for pan WM business initiatives where required
  • Lead delivery through Team Leaders, ensuring alignment, pace, and consistent execution across all teams
  • Use MI, forecasting, and performance insight to identify trends, address gaps, and drive targeted interventions
  • Maintain clear visibility of regional performance, risks, and opportunities
  • Partner with other regional directors to drive alignment in key priorities and ways of working

Stakeholder Management and Leadership

  • Lead, coach, and develop Team Leaders, ensuring effective leadership of their teams
  • Retain accountability for the regional Wealth Planner and Wealth Manager population, with clear oversight of performance, capability, and outcomes through Team Leaders
  • Set clear expectations on standards, behaviours, and productivity across the region
  • Build a strong, consistent performance culture, with clear accountability and follow-through
  • Drive alignment between regional execution and Wealth Management priorities, ensuring consistent delivery
  • Build and maintain effective relationships with stakeholders across Barclays to support delivery, client outcomes, and referral flows
  • Work with colleagues in the region from Private Bank, Business Bank, Barclays Retail Bank to drive a single face to market
  • Act as the senior regional representative, providing insight on performance, risks, and opportunities

Decision-making and Problem Solving

  • Apply strong judgement to balance performance, client outcomes, and risk considerations
  • Use MI and insight to make timely, evidence-based decisions and interventions
  • Provide clear direction to Team Leaders in a complex and fast-paced environment
  • Address performance challenges with pace and clarity

Purpose of the role

To manage relationship management initiatives and set the strategic direction. Provide support to the bank's senior management team, and to manage product development risk across the organisation. 

Accountabilities

  • Development of strategic direction for relationship management, including the implementation of up to date methodologies and processes.
  • Management of relationship management initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness.  .
  • Relationship management of stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services.
  • Development and implementation of policies and procedures for relationship management.
  • Management of relationship management risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank’s relationship management and compliance functions.  .
  • Monitoring the financial performance of relationship management, including revenue, profitability, and cost control.
  • Conducting thorough market research to understand market trends, competitive landscape, and regulatory changes to identify market opportunities.

Director Expectations

  • To manage a business function, providing significant input to function wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business wide..
  • They manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business. Or for an individual contributor, they lead organisation wide projects and act as deep technical expert and thought leader, identifying new ways of working and collaborating cross functionally. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
  • Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function wide strategic initiatives.
  • Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function.
  • Escalates breaches of policies / procedure appropriately.
  • Foster and guide compliance, ensure regulations are observed that relevant processes in place to facilitate adherence.
  • Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate.
  • Demonstrate extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives.
  • Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector / functional knowledge, and insight into external market developments / initiatives.
  • Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/ sensitive situations.
  • Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area.
  • Negotiate with and influence stakeholders at a senior level both internally and externally.
  • Act as principal contact point for key clients and counterparts in other functions/ businesses divisions.
  • Mandated as a spokesperson for the function and business division.

All Senior Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Barclays welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please review Adjustments to the recruitment process.

We’re a global, vital and highly respected financial organisation with an inspiring Purpose. Operating in 39 countries and employing around 100,000 people across the world, we help communities, individuals and businesses thrive. And we’ve created financial solutions and technology that the world now takes for granted. A career with us can offer incredible variety, depth and breadth of experience, and the chance to learn from some of the best minds in technology and finance.

To find out more about Barclays' strategy please click here.

We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

This is Barclays London

Our global HQ is in Canary Wharf, at the heart of London’s financial district. There are over 10,000 colleagues here – a hugely diverse workforce made up of the world’s best financial and tech talent. If you love the buzz of city life, this is the place to be.

Cycle or run to work? We’ve got everything you need – from cycle hire and parking areas to new showering and changing facilities.

CoSpace is our drop-in co-working space, where networks are built, problems are solved collectively and our community is strengthened.

Our Wellness Suite includes a well-equipped gym and exercise studios, and provides personal training sessions and massage therapy.

Our new trading floors enhance communication, integrate sustainability, and support health and wellbeing through innovative design and British-sourced furniture.

This is Barclays London

Our global HQ is in Canary Wharf, at the heart of London’s financial district. There are over 10,000 colleagues here – a hugely diverse workforce made up of the world’s best financial and tech talent. If you love the buzz of city life, this is the place to be.

Supporting active commuters

Cycle or run to work? We’ve got everything you need – from cycle hire and parking areas to new showering and changing facilities.

Time to connect

CoSpace is our drop-in co-working space, where networks are built, problems are solved collectively and our community is strengthened.

Wellbeing in focus

Our Wellness Suite includes a well-equipped gym and exercise studios, and provides personal training sessions and massage therapy.

Advanced trading floors

Our new trading floors enhance communication, integrate sustainability, and support health and wellbeing through innovative design and British-sourced furniture.

Multicultural ERGs at Barclays

Be you. Be valued. Belong.

We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success.

You can learn more about our commitment to our colleague on our Inclusion and Opportunities page.

Learn more

Application Process

Your application

We’ll ask for information about you, your CV and cover letter.

1

Your assessment

Covering your behaviours and ability at work.

2

Your interview

Exploring your past experiences and skills.

3

Next step

We’ll request additional information so that you can complete our screening process

4
How to ApplyRead our FAQ's
Barclays

Working flexibly

We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports your personal needs, alongside the professional needs of our business. If you'd like to explore flexible working arrangements, please discuss this with the hiring manager. Your request will be reviewed in-line with the requirements of the role/business needs of the team.

Hybrid working

We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area. Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

Barclays is built on an international scale.

Our geographic reach, our wide variety of functions, businesses, roles and locations reflect the rich diversity of our worldwide customer base. All of which means we offer incredible variety, depth and breadth of experience.
And the chance to learn from a globally diverse mix of colleagues, including some of the very best minds in banking, finance, technology and business. Throughout, we’ll encourage you to embrace mobility, exploring every part of our operations as you build your career.

Find more information

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