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 An exciting opportunity has opened up in our Davy Select department for a Commercial Executive.
Reporting to the Managing Director this role will suit a candidate looking to gain commercial experience in the wealth management sector.
Responsibilities include organising the communication, research and proposition activities of the department, in conjunction with channel leaders, and overseeing execution 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 strong organisational skills .
The Commercial Executive will support the departments' execution of commercial and communication plans including: Direct Channels Customer research - documenting the profile of the categories of clients including type and frequency of activity, usage of our platform, trading patterns, evolving trends, with the assistance of internal investment and data and analytics teams.
Market Research of the Direct Trading market including traditional players, fintech and neobank participants and our current place in that market.
Participation in strategic planning for the Direct channel.
Co-ordination and project participation in any proposition or product improvement initiatives.
Participation in Business Change projects as required.
Implementation of NPS/Voice of client surveys .
Issuing client communications as required, adhering to process controls and marketing disclosure requirements.
Intermediary Channel Working with the Head of Intermediary business managing our contractual documentation of intermediary relationships, including intermediary register, quarterly audit and annual declaration processes.
Management of a CRM database with Intermediary firms and employee data.
Organisation and management of Intermediary Webinars and Seminars.
Issuing intermediary communications as required adhering to process controls and marketing disclosure requirements.
All Channels Marketing Support Acting as the link between Davy Select and the Davy Marketing dept in relation to Davy Select events, collateral, campaigns, website changes, campaigns.
Acting as the link between Davy Select and the Data and Analytics dept in relation to Commercial MI.
Development and delivery of monthly commercial KPI reporting and new dashboards as required.
Social media monitoring and interaction Periodic reviews of all publicly available Davy Select documents.
First line check for regulatory disclosures on all locally generated content.
General Organisation of Davy Select monthly Anchor Day meeting and presenters.
Participation and organisation of monthly Davy Select management meetings.
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.
Important Information Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace.
We value diversity both in background and in experience.
You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you.
We review all applications received.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance is required, our Recruitment Team will engage directly with suppliers.
Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.
Davy Group is a member of the Bank of Ireland Group.
