Change Director, Wealth Products & Proposition recruitment
Core accountabilities
The proposition change delivery manager will work with senior management, COO team and infrastructure partners to deliver the business change roadmap to meet business strategic objectives and priorities. This role will be responsible for the delivery of key change initiatives in the private bank. This will include providing leadership in conceptualising, visioning, and defining business imperatives and therefore the change plans. Overall, this role will provide programme and project management rigor to ensure delivery of these initiatives end to end. This role will include supporting the definition of investment visions, business cases, defining front office requirements, preparing the business for change, resolving issues, support the resourcing and planning of UAT and pilot testing, defining front office training needs and supporting the business adoption of the various change initiatives. Role requirements Professional/technical experience
- Entrepreneurial, commercial, pro-active, independent and ability to multi-task and meet multiple deadlines.
- Strong customer knowledge; proposition experience; strategic thinking, creative, and sales orientation to understand and capture front office demand requirements
- Strategic planning and project delivery experience
- Proven track record in leading, developing and delivering critical large scale change initiatives
- Domain knowledge and experience working in Front Office, product manufacturing / assembly and back office functions
- Team work, people management, and experience working with Senior Management. Strong interpersonal skills and ability to communicate effectively (written and verbal) at various levels to influence cooperation and drive delivery.
- Expertise in working with various functional competencies (e.g., sales, product, Operations, IT) to deliver key growth and change initiatives
- Strong analytical and problem solving skills
- Process Re-Engineering (e.g., Six Sigma) work experience
- Excellent program and project management experience
- Strong change management experience
Academic and professional qualifications
- Private Banking, Wealth Management, Investment Management experience
- Good knowledge of the wealth management industry including customer experience, customer servicing, investment management, banking, credit core processes and platforms
- Working experience with a leading Management Consulting and/or Financial Services Firm
- Exposure to Tax Trust products including offshore would be advantageous
- MBA or graduate degree from a leading University