Head of Transformation Portfolio Planning

Page Executive; Greater London; On-site; GBP 130,000 - 160,000; Full time

Benefits offered by this job

Standard benefits package

Job summary

Page Executive in London seeks a Head of Transformation Portfolio Planning to lead the design and delivery of enterprise portfolio planning for a large bank. You will steer budgets, forecast demand vs capacity, and coach a team of planners while partnering with senior stakeholders.

This permanent role offers a London base, a competitive salary (£130,000–£160,000) and a comprehensive benefits package. Strong governance, regulatory awareness and data-driven decision making are essential.

Qualifications

• Strong expertise in portfolio planning within the financial services industry.
• Proven ability to develop and execute strategic plans.
• Solid understanding of financial regulations and compliance requirements.
• Excellent analytical and problem-solving skills.
• Strong leadership and team management abilities.
• Effective communication skills for stakeholder engagement.
• Experience of MS Excel, Word and PowerPoint.
• Experience of working with financial and/or headcount planning tools.

Responsibilities

• Develop and implement portfolio planning strategies to align with business objectives.
• Monitor and evaluate portfolio performance, providing insights and recommendations.
• Manage the end-to-end portfolio budget, including forecasting, tracking, and variance analysis.
• Oversee team-level expense management and headcount planning in alignment with demand.
• Provide insights and analysis to inform prioritise and enable senior management decision making.
• Manage the intake, triage, and prioritization process for change initiatives across the business.
• Maintain a clear view of demand vs. capacity and ensure alignment with strategic priorities.
• Collaborate with cross-functional teams to ensure effective resource allocation.
• Lead the preparation of portfolio forecasts and reports for senior stakeholders.
• Identify potential risks and opportunities within the portfolio and propose mitigation strategies.
• Ensure compliance with relevant financial regulations and policies.
• Support decision-making processes with data-driven analysis.Provide leadership and guidance to the portfolio planning team.

Tools

MS Excel

Word

PowerPoint

Planning tools

Job description

• An opportunity to shape enterprise change at a large bank.
• Experience of setting governance, shaping and planning a portfolio of change.

About Our Client

A large international bank, based in London.

Job Description

Head of Transformation Portfolio Planning responsibilities:

• Develop and implement portfolio planning strategies to align with business objectives.
• Monitor and evaluate portfolio performance, providing insights and recommendations.
• Manage the end-to-end portfolio budget, including forecasting, tracking, and variance analysis.
• Oversee team-level expense management and headcount planning in alignment with demand
• Provide insights and analysis to inform prioritise and enable senior management decision making
• Manage the intake, triage, and prioritization process for change initiatives across the business.
• Maintain a clear view of demand vs. capacity and ensure alignment with strategic priorities.
• Collaborate with cross-functional teams to ensure effective resource allocation.
• Lead the preparation of portfolio forecasts and reports for senior stakeholders.
• Identify potential risks and opportunities within the portfolio and propose mitigation strategies.
• Ensure compliance with relevant financial regulations and policies.
• Support decision-making processes with data-driven analysis.Provide leadership and guidance to the portfolio planning team.

The Successful Applicant

A successful Head of Transformation Portfolio Planning should have:

• Strong expertise in portfolio planning within the financial services industry.
• Proven ability to develop and execute strategic plans.
• Solid understanding of financial regulations and compliance requirements.
• Excellent analytical and problem-solving skills.
• Strong leadership and team management abilities.
• Effective communication skills for stakeholder engagement.
• Strong experience of working with MS Excel, Word and PowerPoint
• Experience of working with financial and/or headcount planning tools

What's on Offer

• A salary ranging from £130,000 to £160,000, dependent on the level of experience.
• Standard benefits package.
• Permanent position based in London.

People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.