The group announced this morning that it will create two new roles at the top, Director, Sesame and Director, PMS – with responsibility for driving forward business development and adviser support for its network and mortgage club members. Details of these two new appointments will be announced in the near future.
In addition to this, further changes to roles at the group have been announced including Jane Benjamin moving from Head of Relationship Management to Director, Mortgages, Jeff Woods relocating from Business Development Director to Campaigns & Propositions Director and Lauren Bagley moving from Marketing Manager to Head of Business Development.
Jane, Jeff and Lauren will report into Martin Schultheiss, who took on a wider remit in May this year in his new role as SBG’s Chief Operating Officer. Reporting into Executive Chairman, John Cowan, Martin has group-wide responsibility for strategy, operations, IT, HR, commercial and proposition development.
John Cowan, Executive Chairman at SBG, said: “Our group has made significant progress in recent years and, on behalf of everyone at SBG, I would like to thank Mark for his important contribution and wish him well for the future. I’m also pleased to see Jane, Jeff and Lauren take-up their new roles at SBG, and I’m sure they will all continue to go from strength to strength. SBG has a strong and talented management team to take the business forward. We are committed to leveraging the strengths of our group and investing further, to ensure our advisory brands continue to evolve in a rapidly changing market, and help our members build successful customer-focused businesses.”
Mark Graves, added: “I have thoroughly enjoyed my time with SBG and the opportunity I’ve had to help re-energise two of our industry’s leading advisory brands. I’m proud to be leaving the business in safe hands and good shape, with market-leading adviser propositions backed by an excellent team of people, who are committed to delivering a great service to advisory firms.”