• Profile
Job Description

The role will be required to research, evaluate, define, plan, organise, control and deliver medium sized projects through cross functional teams &/or workstreams of large projects.

Independent working across all project types, funding sources and platforms, throughout the initiative lifecycle, following agreed governance processes.

Deployment of suitable specialist skills and approaches to deliver business strategy, change & continuous improvement initiatives e.g. research / consultancy / analysis / design / project / LEAN.

Collaboration with sponsors / stakeholders to ensure that all critical stakeholder interests are met.

  • Provide input to business strategy and transformation roadmap
  • Manage research to determine and quantify options & solution design to meet requirements and ensure deliverables are capable of achieving the defined benefits
  • Responsible for either a portfolio of medium sized / critical projects or planning and managing a workstream of a large project through the entire life cycle, ensuring delivery to time, cost and quality, and that all activity is aligned to relevant strategies, plans, frameworks & processes
  • Manage the project team. Define the scope of the initiative, own and manage project goals, risks, issues, assumptions, dependencies, financials and resources
  • Regarded internally as a strategy & change practitioner, providing specialist knowledge and support to project teams to shape business development and resolve business issues
  • Will ensure that own knowledge is up to date and is reflective of best practice
  • May require negotiation with suppliers (internal and external)
  • Escalate identified risks in accordance with internal governance processes and controls, creating a culture that continually probes, debates and identifies solutions for issues and risks
  • Work with Change and IT PMO lead to ensure timely, accurate and informative reporting of all change initiatives
Person Specification

Knowledge & Experience

A good understanding of FS industry sectors, ideally Wealth, Private Banking & Commercial Banking (including their products and services)

Proven track record in leading, developing and delivering complex change, ideally experience in projects delivering digital strategies and/or systems

Experience of delivering complex Technology, Business and Regulatory change in a wealth management environment

Ability to see, understand and influence the wider picture of business strategy

Demonstrated ability to achieve sustainable business improvements across an organisation within a limited time scale

Commercial acumen

Good analytical and problem solving skills

Good understanding of strategy & change methodologies and frameworks (Waterfall and Agile)

Ability to manage multiple conflicting priorities, adapting to changing business demands

Good inter‐personal & influencing skills

Clear, concise communication (written and verbal)


Strategy, Change or Project Management qualifications expected

Expert in the use of project management tools & software

Experience of Agile delivery methodologies and SCRUM

Commercial, pro‐active, independent and ability to multi‐task and meet multiple deadlines

Good strategic outlook, change analysis & delivery skills (e.g. root cause analysis, options analysis, prioritisation, planning/scheduling, communication, negotiating, facilitation, presentation, implementation) and continuous improvement skills (LEAN, 6‐Sigma, Work‐Out)

Good practical knowledge of strategy & change and its application in Wealth Management

Proven record of delivering change, applying consistent management frameworks

Experience interacting at Senior Management level and influencing management on a day‐to‐day basis

Ability to work in partnership to manage the links with business management and change

Operates autonomously.

Core Competencies

Communication & Confidence

Creativity & Innovation

Problem Solving & Judgement

Change Focus

Influencing Others

Stakeholder Management