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)
Skills
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