Senior Manager overseeing transformation initiatives to align programs with Wealth Management Europe's strategic goals. Supporting business change and driving program execution within the team in London.
Responsibilities
Oversee WME intake, triage, funding, and (re)prioritization processes.
Facilitate alignment of OKRs and program investments to strategic priorities.
Maintain a single source of truth and report on portfolio health, spend, risks, interdependencies, and benefits/outcomes in coordination with key partners.
Facilitate strategic decision-making for segment leadership.
Track the status of large program roadmaps and their initiatives articulated with WME’s strategic priorities and provide oversight.
Communicate value realization to senior stakeholders.
Provide advisory support to enable the business and other stakeholders to perform core functions, including program planning and structuring, business casing and funding, program governance and delivery model (including 3-in-a-box role of Business, T&O and Digital), issue and risk management, benefit realization and tracking, and use of TMO tools.
Ensure early adoption of strategic ways of working, governance model and defined accountabilities for business teams.
Enable WME and delivery teams with best practices, tools, and coaching for self-managed execution.
Establish and maintain guidelines, tools, and templates on mandatory processes (e.g., intake, prioritisation, funding, execution).
Provide oversight to ensure adoption of tools and templates and adherence to standards.
Continuous improvement through upskilling and development of WME TMO and BC&T resources.
Seek opportunities to automate and digitise reporting, governance, and performance tracking processes.
Champion the use of advanced analytics, dashboards, and other insights to improve forecasting, decision-making, and portfolio optimisation.
Partner with senior leaders to advise on investment prioritisation, programme execution challenges, and delivery trade-offs.
Represent WME TMO in enterprise-level forums, ensuring alignment to group-level governance and reporting expectations.
Work closely with WM TMO to ensure transparency on status of WME programs and understanding of LoB and Enterprise level changes to governance frameworks.
Lead and coach direct reports, setting clear objectives, fostering professional growth, and building a succession pipeline.
Establish clear accountabilities within the TMO, ensuring role clarity, effective delegation, and driving execution consistency.
Align TMO team activities to WME priorities and enterprise-level portfolio standards.
Requirements
Proven success in project, program, and/or portfolio management in a large financial institution or corporation including financial planning, leading initiatives from planning into execution.
Expert knowledge with productivity tools (e.g. Planview, Atlassian: Confluence & JIRA, Excel, PowerPoint, Tableau, Power BI, data visualization) and techniques for planning, monitoring and controlling projects, programs and portfolios.
Experience with business cases, investments, benefits/value, OKR tracking, and the ability to translate data into insights that supports problem analysis and identification of recommendations.
Excellent interpersonal and communication skills with the ability to communicate a wide variety of complex information in both oral and written format at all levels of an organisation.
Demonstrated collaboration skills to obtain results through partnerships, impact and influence, being comfortable to deal with uncertainty and maintaining an open-flexible mindset.
Excellent prioritisation and coordination skills, combined with the ability to work to multiple deadlines under pressure.
Experience in Agile Coaching and/or Change Management, providing advice & guidance for execution roles (Nice-to-have).
Experience of business analysis on large transformational initiatives (Nice-to-have).
Benefits
A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
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