Wealth Management Portfolio Manager responsible for managing discretionary investment portfolios for high - net - worth individuals and institutions. Lead the development of investment strategies and support client relationships in a wealth management context.
About the role
- Change Manager overseeing global finance transformation by implementing Oracle Cloud. Engaging stakeholders and developing change strategies to ensure successful adoption and minimal disruption.
Responsibilities
- Develop organisational change plans encompassing customer engagement, communication, training and adoption interventions.
- Work together with senior collaborators to understand changes in operational procedures and work methodologies
- Assess impacts of change and build detailed mitigation plans.
- Develop and deliver workshops playing back impacts and change journeys to responsible business areas
- Work with Senior Change Managers to conduct detailed impact assessments to identify potential changes to roles, processes, and systems resulting from the Global develop.
- Work with the Communications teams to plan, write and cascade communications to keep stakeholders advised.
- Support senior stakeholders and workstream leads in understanding and handling the change
- Proactively identify and address potential resistance to change, developing mitigation strategies and encouraging a positive change environment.
- Collaborate closely with the technical implementation team to ensure alignment between system changes and business requirements.
- Develop personas and the change journeys
- Track adoption and lead any post implementation change interventions.
Requirements
- Strong experience in working in large scale, change initiatives within sophisticated, global organisations, preferably within a finance or technology context.
- Ability to analyse and present large data sets to stakeholders in an accessible way
- Experience of leading difficult stakeholders in a multifaceted and fast paced environment
- Strong understanding of change management methodologies (e.g., Prosci, ADKAR) and their practical application.
- Experience with ERP is desirable.
- Excellent communication, interpersonal, and stakeholder leadership skills.
- Proficiency in collaborating effectively within a matrix organization and impacting partners across all levels.
- Strong analytical, problem-solving, and decision-making skills.
- Strong project management skills, effectively driving packages of work forward to successful completion.
- Excellent verbal and written communication skills, with the ability to tailor messages to diverse audiences.
- Proficient in MS Office products, particularly PowerPoint.
- Ensures accuracy and high-quality work through meticulous attention to detail.
- Thrives in multifaceted environments, managing shifting priorities to consistently deliver exceptional results.
- Ability to work effectively in a fast-paced, dynamic environment.
- Ability to build and facilitate workshops to get the desired outcomes
Benefits
- Bonus Scheme
- Uncapped holiday allowance
- Enhanced pension scheme
- Private healthcare
- Life assurance
- Income protection
- £1,000 annual self-development learning fund
- Invest via the Flutters Sharesave Scheme
- Enhanced parental leave
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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