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Chief Commercial Officer
Lee Dooley
,
Empingham, United Kingdom
Experience
Other titles
Skills
I'm offering
Long standing career with a track record of success across different company ownership structures (plc through to private equity backed) across large multi-national corporations; as well as start-ups to taking a business with a small market share to become a major player in its field. Significant joint venture and M&A experience.
Transferable strong skillsets in: marketing, sales, customer service, operations and leading senior management teams.
Transferable strong skillsets in: marketing, sales, customer service, operations and leading senior management teams.
Markets
United Kingdom
Links for more
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Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2011 - 2020
job
Chief Commercial Officer
Tilney Smith & Williamson.
for nearly 10 years. Regularly
deputise for the CEO
• Oversaw the business increase in size from £4 billion of AUM to £45
billion now - including strong organic growth with annual asset
inflows now in excess of £3 billion plus successfully implementing
a series of market leading acquisitions
• Led the commercial, marketing, PR and sales channels with considerable success
• Created and developed award winning services for investors with tactical and strategic plans to successfully market each proposition
• Implemented a digital marketing programme using best practice
PPC, SEO and affiliate channels to generate sales of £250m+ per
year. Augmented by event and sponsorship programmes on a
regional and national level
• Devised and executed the group brand strategy and the related
activation programme
• Executed a series of cost reduction / margin enhancement
programmes - including post merger benefit realisation
deputise for the CEO
• Oversaw the business increase in size from £4 billion of AUM to £45
billion now - including strong organic growth with annual asset
inflows now in excess of £3 billion plus successfully implementing
a series of market leading acquisitions
• Led the commercial, marketing, PR and sales channels with considerable success
• Created and developed award winning services for investors with tactical and strategic plans to successfully market each proposition
• Implemented a digital marketing programme using best practice
PPC, SEO and affiliate channels to generate sales of £250m+ per
year. Augmented by event and sponsorship programmes on a
regional and national level
• Devised and executed the group brand strategy and the related
activation programme
• Executed a series of cost reduction / margin enhancement
programmes - including post merger benefit realisation
Marketing, Digital Marketing, Seo, PPC, Event, Pr, Sales, Growth, Affiliate, Ceo, Sponsorship, Winning, LED
2008 - 2011
job
EXECUTIVE DIRECTOR
St. James's Place Wealth Management.
Key Responsibilities and Achievements
• Creation of a new business unit with responsibility for over £500m
of the companies sales.
• Lead the tactical and strategic in-house consultancy to develop
and implement practical strategies to downsize, grow or sell the businesses concerned
• Primary aims to increase new business production, retention of partners and implement a robust risk and control framework for
the franchised businesses
• Implementation of a new management team, performance
dashboards and sales conversion improvements integral to the businesses success
• Creation of a new business unit with responsibility for over £500m
of the companies sales.
• Lead the tactical and strategic in-house consultancy to develop
and implement practical strategies to downsize, grow or sell the businesses concerned
• Primary aims to increase new business production, retention of partners and implement a robust risk and control framework for
the franchised businesses
• Implementation of a new management team, performance
dashboards and sales conversion improvements integral to the businesses success
Management, Sales, Implementation, Retention, Production, Framework
2003 - 2008
job
MANAGING DIRECTOR
Barclays Personal Investment Management.
Key Responsibilities and Achievements
• Leadership of the discretionary Investment management
business (including sales management, operations and project management) with £6 billion of AUM
• Implemented strategies to increase income levels by 20% over
3 years
• Cost reduction programmes established to increase margins by
30% over 3 years
• Increased asset inflows to £300m annually from a net outflow
position previously
• Migrated £2 billion of client assets from segregated portfolios to multi-manager propositions
• First in Barclays Group to be Institute of Customer Services
accredited
• Leadership of the discretionary Investment management
business (including sales management, operations and project management) with £6 billion of AUM
• Implemented strategies to increase income levels by 20% over
3 years
• Cost reduction programmes established to increase margins by
30% over 3 years
• Increased asset inflows to £300m annually from a net outflow
position previously
• Migrated £2 billion of client assets from segregated portfolios to multi-manager propositions
• First in Barclays Group to be Institute of Customer Services
accredited
Project Management, Operations, Sales management, Leadership, Management, Sales, Net, Manager
2000 - 2003
job
COMMERCIAL DIRECTOR
Charles Schwab Europe.
Key Responsibilities and Achievements
• Responsible for all operations, from the contact centre, client
experience, sales and adviser management plus the strategic
change programme. 100+ FTE across multiple sites
• Development and implementation of the strategic direction of the client services and sales divisions - Asset growth and account
retention increased by 60% in 12 months
• Investigation and implementation of outsourcing arrangements
with international business partners
• Creation of field based telephone adviser group increasing revenue
by 40% in the first 2 years
• Rationalisation of Client Service Centre operations from three
sites to one with savings of £1.5m
• Responsible for all operations, from the contact centre, client
experience, sales and adviser management plus the strategic
change programme. 100+ FTE across multiple sites
• Development and implementation of the strategic direction of the client services and sales divisions - Asset growth and account
retention increased by 60% in 12 months
• Investigation and implementation of outsourcing arrangements
with international business partners
• Creation of field based telephone adviser group increasing revenue
by 40% in the first 2 years
• Rationalisation of Client Service Centre operations from three
sites to one with savings of £1.5m
Operations, Management, Sales, Service, Outsourcing, Growth, Implementation, Retention, Development, Direction, International
1997 - 2000
job
HEAD OF CUSTOMER SERVICE
Egg.
Key Responsibilities and Achievements
• Leading member of the original team which created Egg as a
concept
• Negotiated and managed all Egg's outsourced operational
relationships
• Management of the 200+ FTE Client Service function across
multiple sites on a 24x7 basis
• From start up to £1 billion in funds under management in little
over 12 months - Creating 350 new jobs in the process
• Creation of new business venture - one of the first online
investment businesses in the UK
• Leading member of the original team which created Egg as a
concept
• Negotiated and managed all Egg's outsourced operational
relationships
• Management of the 200+ FTE Client Service function across
multiple sites on a 24x7 basis
• From start up to £1 billion in funds under management in little
over 12 months - Creating 350 new jobs in the process
• Creation of new business venture - one of the first online
investment businesses in the UK
Management, Customer service, Service, Online, UP
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