Director of Operations Change
SEI is continually developing it’s service and technology capability, Operations is integral in this suite of services and provides end-to-end processing for SEI’s client. Key strategic deliverables are scalability, stability, right shoring and re-engineering.
Operations are a key stakeholder in managing change, this role will lead the embedding of change management methodology delivery within SEI to ensure continuity of service that regulatory business obligations remain consistent compliant.
KEY OBJECTIVES OF THE ROLE:
The Director reports to the head of UK Operations, they will be responsible for embedding Ops change within SEI culture securing visibility to projects initiatives which impact Operations. They will manage a team of Project managers Business Analysts focused on GWP project activities directly affecting Operations services and ensuring new business does not deviate from standard supported offerings.
RESPONSIBILITIES:
• The Director of Operations Change is accountable for the successful delivery of UK GWP project activities and the management of the associated resources, work queues, practices and processes utilised by SEI to deliver Operations change
• To be responsible for the continued development of Operations Change practices and will work in partnership with other implementations team and the Oaks based technical teams to ensure successful project delivery from a quality and milestone perspective.
• To partner with other SEI project delivery teams to develop and manage a single project queue process that provides transparency, scale and effective management of client projects
KEY RESPONSIBILITIES:
• Embed UK Operations Change within SEI change activities and ensure Operations are identified as a key stakeholder
• Embed UK Operations Change within SEI change activities and ensure that new business committed change/project activities are in line with standard service offerings meet key Operations objective – scalability, stability, Regulatory compliance, meets client demand etc
• Represent the UK Operations Departments in SEI change activities and maintain ensure communication of project risk, key deliverables etc
• Ensure Ops management is informed of the status of each change initiate utilising a dashboard communication process.
• Chair the UK Ops Change board forums with the PMO and key partners.
• Participate in key client steering committees as required.
• Responsible for determining and managing the delivery timescales and resources for all UK Operations projects.
• Develop and manage the team's programme for process, practice and tool enhancements.
TEAM MANAGEMENT:
Recruit, motivate, manage and develop the team including:
• Conduct an annual review to assess individual performance against objectives set, identify strengths and development areas and set objectives/development opportunities over the coming year. This should be followed up with regular reviews to adjust /realign as appropriate.
• Handle any employee related issues (performance, grievance, disciplinary, sickness, etc) that may arise within the team in conjunction with HR.
• Ensure we recruit the best talent available outlining job specifications and conducting any briefing sessions/interviews/assessments/feedback, etc as required in conjunction with internal recruitment.
• Work with internal HR and recruitment to ensure continual development and retention of top talent within the team.
• All of the above must correspond and comply with relevant legislation in which the employee is based and company policy and procedures.
OTHER:
• Keep Current – (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication and alignment of these with client business practices.
• Maintenance and updating of internal systems/ data reference points in agreed format to ensure consistency and communication of relevant information within the team and ensure integrity of data.
• Any other ad-hoc projects as required.
BEST PRACTICE:
• Adhere to all relevant FSA requirements and compliance.
TECHNICAL CAPABILITIES/SKILLS EXPERIENCE REQUIRED FOR THE ROLE:
• Degree educated with credible wealth management and private banking industry experience. This should include a working knowledge of the industry dynamics, business strategies, products and operating platforms.
• Extensive project management experience within a financial services and/or outsourcing environment – preferably a qualification in Project management (Agile, P2 etc)
• Experience in managing organisational change.
• Demonstrated ability to lead a team of resources operating across different roles and sets of activities.
• Proven ability to lead the assessment and redesign of business processes..
• Ability to be credible in communications with executive personnel
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