Toby Clark
About Toby Clark
Toby Clark serves as the Advice Distribution & Servicing Development Lead at Nationwide Building Society and is currently an MBA student at the University of Bath. With extensive experience in financial services, he has held various leadership roles and contributes to strategic initiatives and innovation within the industry.
Current Role at Nationwide Building Society
Toby Clark serves as the Advice Distribution & Servicing Development Lead at Nationwide Building Society since 2021. In this role, he focuses on enhancing the distribution and servicing of financial advice. He is involved in strategic initiatives and innovation through his contributions to NBSVentures. His responsibilities include overseeing the development of automated advice solutions, which aim to improve the efficiency and accessibility of financial advice services.
Previous Experience at Nationwide Building Society
Toby Clark has held multiple positions at Nationwide Building Society. He worked as the Head of Estate Planning from 2016 to 2020, where he managed estate planning services. Prior to that, he served as the Taxation and Trust Development Manager from 2013 to 2016, focusing on taxation and trust-related services in South Wales and the West of England. Additionally, he was the Area Sales Manager from 2010 to 2013, overseeing sales operations.
Career Background at Bank of Scotland
Before joining Nationwide Building Society, Toby Clark worked at Bank of Scotland for six years as Associate Director of Sales and Marketing from 2004 to 2010. He also held the position of Regional Client Service Manager from 2004 to 2007, where he managed client services on a national level. His experience in these roles contributed to his expertise in sales and marketing strategies within the financial sector.
Education and Mentorship at University of Bath
Toby Clark is currently pursuing an MBA at the University of Bath, a program he has been enrolled in since 2021. He also serves as a Bath University MBA Mentor since 2020, providing guidance and support to MBA students. His educational background includes studies at Hardyes School in Dorchester, which laid the foundation for his career in finance.
Advisory Roles and Industry Contributions
Toby Clark is a member of the board of advisors at Moneyhub Business, a position he has held since 2019. He was also a board member at TISA UK from 2019 to 2021. In addition to these roles, he participates in national seminar programs, sharing his expertise on regulated advice policy and later life retirement planning. His involvement in pension governance ensures compliance with regulatory standards.