Wealth Planning Transformation Manager

London, England, United Kingdom

12/18/2024

Join us as an Wealth Planning Transformation Manager where you’ll be leading and managing complex change initiatives, such as digital transformation, including the use of provider portals, and process improvement. It involves reviewing existing processes and steering the business through the complex journey of integrating the latest technology into our core strategies, to align with Wealth Planning/Wealth Advisory business goals. As an Wealth Planning Transformation Manager you’ll develop and implement a clear vision and roadmap for the future technical direction of business operations and advice delivery. As such, collaboration with cross-functional teams will be essential to integrate digital tools/implement straight through processing, seamlessly. Additionally, the role holder will provide training and support on the use of digital tools, identifying automated solutions, and staying updated with the latest technologies, and recommend new tools, upgrades or relevant solutions to respond to pain points in the client journey.

To Be Successful In This Role You’ll Have

• Experience leading business application deployments into a business organisation and end to end client journey mapping, including agile working.
• Has an excellent working knowledge of financial planning, banking and financial systems.
• Highly computer literate with ability to use Microsoft office tools to produce compelling rationale and training (Word, Excel, Power point, Python and Visio)
• Processes a working level of understanding of financial services Risk and Control procedures.
• Has a good awareness of regulatory issues/procedures that may impact on the design of digital journeys and governance.
• Ability to demonstrate integrity and adherence to compliance policies and procedures.
  
  
  

Desirable Skills Include

• Ideally will have worked on similar projects, integrating external third-party firm’s products into banks, IFA systems that use third party systems set out above.
• Demonstrable expertise and track record in conducting needs analysis and using data insights to deliver innovative digital journey solutions, that meet business need and drive organisational change.
• Ability to create pivot tables to analyse data from different data sets.
• Experience of digital solutions such as Automation/ RPA/ Artificial Intelligence
• General understanding of Barclays Wealth Planning products and services, and of the wider Barclays Group
• Project Management qualification such as Prince 2 of Lean 6 Sigma
• CII Level 4 Diploma in Regulated Financial Planning or equivalent qualification
  
  
  

You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based out of London.

Purpose of the role

To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.

Accountabilities

• Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
• Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
• Response to customer inquiries, resolution of issues, and provision of guidance on product usage.  .
• Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
• Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content.
• Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
• Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.
  
  
  

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
  
  
  

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.