ES&H Manager supporting operations at DOE National Energy Technology Laboratory. Managing and implementing ES&H programs while mentoring specialists and ensuring compliance with health and safety regulations.
About the role
- Manage Lloyds Wealth proposition governance while ensuring client-centric, regulatory compliant financial solutions. Collaborate with stakeholders to deliver strategic objectives and enhance client outcomes.
Responsibilities
- Lead Lloyds Wealth proposition governance with key responsibility for the smooth running of the Proposition Governance Committee, leading the production and presentation of critical papers.
- Maintain and oversee a client-centric end-to-end position, ensuring it continues to provide fair value and prevent foreseeable harm.
- Ensure the proposition is clearly positioned, differentiated and aligned to the firm’s overall strategy.
- Collaborate closely with other senior leaders to identify opportunities to evolve the proposition to improve client outcomes, competitiveness and commercial performance or meet changing needs.
- Responsible for regular reporting of client fair value metrics and consumer duty outcomes, as well as the production of the annual holistic Client Fair Value Assessment.
- Lead the evolution of enhanced proposition management information production and reporting to facilitate appropriate identification of risks and issues, swift escalation and mitigation of client harm.
- Lead the evolution of vulnerable client outcomes oversight.
- Interpret complex data to inform critical proposition management decisions and act as trusted advisor to the Head of Advice Services and the Strategic Proposition Director.
- Establish strong trusted relationship with key stakeholders across the firm as well as the wider group, including commercial and risk functions, securing buy-in for core proposition related proposals or changes.
- Remain informed of wider industry developments, competitor activity and regulatory change, with prime responsibility for leading impact assessments, action identification and oversight of action closure.
- Ensure the proposition meets evolving regulatory expectations and is delivered inline with internal governance frameworks.
- Own all proposition third party relationships and manage the relationship with significant outsource service providers.
- Continuously demonstrate the core SPW values, set the tone for maintaining professional standards and promote a high performing culture focused on evolution and continuous improvement.
- Oversee a small team of Grade E and D colleagues, offering support, sharing knowledge and experience, actively listening and building trust.
- Manage multiple priorities effectively in a dynamic and fast‑moving environment.
Requirements
- This role will suit a driven, pragmatic individual with significant knowledge and experience across financial planning and wealth management.
- In-depth knowledge of mass affluent financial planning products, client advice journeys, governance and reporting.
- Degree level qualification (preferably supported by relevant financial services professional qualification)
- Proven experience in end to end proposition management & oversight within wealth management.
- Strong understanding of the UK wealth & asset management market and regulatory environment, with a focus on the Consumer Duty.
- Strong commercial and analytical capability.
- Excellent communication and stakeholder management skills.
- Strong written and verbal communication skills.
- Experience of preparing papers and presenting to C-suite at governance committees.
- In-depth knowledge of the wealth management industry and key competitors.
- Experience of leading and developing a team within a fast paced working environment.
Benefits
- Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
- Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
- Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
- Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
- Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
- Financial Advice: Access to free financial advice to help secure your financial future.
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