Manager, Wealth Advisory Development - 12-Month Secondment

HSBC Holdings plc; Greater London; On-site; GBP 90,000 - 140,000; Full time

Job summary

HSBC Holdings plc is seeking a Manager, Wealth Advisory Development to lead the transformation of the Wealth Advisory model. You will connect strategy with front-line execution and platform delivery, coordinating across WPS, Channels, Risk, Finance, COO and Technology to design scalable digital and frontline advisory capabilities.

You will translate priorities into actionable roadmaps, ensure robust governance, and drive outcomes that improve productivity, unit economics and customer outcomes,

Qualifications

• Large-scale transformation experience from strategy to implementation and measurable outcomes.
• Delivery governance with integrated roadmaps, milestones, risk and OKR tracking.
• Wealth management knowledge including customer needs, regulatory expectations and wealth propositions.
• Experience designing or implementing target operating models and customer journeys across channels.
• Collaboration with digital, technology or platform teams to deliver customer-facing propositions or MVPs.

Responsibilities

• Lead delivery of the Wealth Advisory Strategic Execution programme with alignment to strategy and governance.
• Establish an execution framework covering roadmap, milestones, dependencies, risks and reporting cadence.
• Drive end-to-end delivery across WPS, Channels, Risk, Finance, COO and Technology with clear ownership and momentum.
• Redesign the Wealth Advisory model including customer segmentation, eligibility, service coverage and balance of digital vs frontline advice.
• Define target operating models and end-to-end customer journeys across digital and frontline channels to improve efficiency and outcomes.
• Partner with Channels and Digital Wealth Platforms to deliver AI-enabled financial planning capabilities.
• Support the launch of a scalable digital and simplified advice MVP with viable economics.
• Identify and resolve blockers, manage interdependencies and provide progress updates to senior stakeholders.
• Ensure delivery focuses on sustainable business outcomes and regulatory direction.

Skills

Transformation leadership

Delivery governance

Wealth expertise

Operating-model design

Digital delivery

Commercial focus

Senior stakeholder leadership

Cross-functional leadership

Decision-making

Communication

Collaboration

Job description

Manager, Wealth Advisory Development (GCB5) - 12-Month Secondment

Location: Birmingham or London

Help shape the future of Wealth Advisory at HSBC. This high-impact secondment will involve turning strategic ambition into measurable delivery by building a scalable, digitally enabled advisory model that improves productivity, strengthens unit economics and enhances customer outcomes.

Role purpose

As Manager, Wealth Advisory Development, you’ll lead the transformation of the Wealth Advisory model, connecting strategy, frontline execution and platform delivery.

You’ll translate strategic priorities into an executable roadmap, align cross-functional teams and establish the delivery discipline needed to create an efficient, profitable and future-ready advisory business.

Key responsibilities

• Lead delivery of the Wealth Advisory Strategic Execution programme, ensuring alignment with business strategy, regulatory expectations and the development of simplified advice propositions.
• Establish and manage a clear execution framework covering the roadmap, governance, milestones, reporting cadence, dependencies, risks and OKR tracking.
• Drive end-to-end delivery across WPS, Channels, Risk, Finance, COO and Technology, ensuring clear ownership, timely decisions, momentum and accountability.
• Lead the redesign of the future Wealth Advisory model in line with AGBR and HBUK wealth strategy, including:
• customer segmentation;
• eligibility criteria;
• service coverage; and
• the appropriate balance between digital and frontline advice.
• Define the target operating model and end-to-end customer and colleague journeys across digital and frontline channels, with a focus on improving efficiency, productivity and client experience.
• Partner with Channels and Digital Wealth Platforms to deliver AI-enabled financial planning capabilities.
• Support the launch of a scalable digital and simplified advice MVP, ensuring the proposition is commercially viable and delivers strong unit economics.
• Identify and resolve delivery blockers, manage interdependencies and provide clear progress updates to senior stakeholders.
• Ensure delivery remains focused on sustainable business outcomes, regulatory direction and improved customer outcomes.

Essential criteria

• Large-scale transformation delivery: Significant experience leading or delivering complex, multi-workstream transformation programmes from strategy through to implementation and measurable outcomes.
• Delivery governance: Proven ability to establish and operate robust delivery governance, including integrated roadmaps, milestones, dependency management, risk and issue escalation, reporting routines and performance or OKR tracking.
• Wealth expertise: Strong understanding of the wealth management or wealth advice sector, including customer needs and behaviours, regulatory expectations, advice propositions, competitive dynamics and the economics of wealth services.
• Operating-model design: Experience designing or implementing target operating models, customer journeys, service models or distribution models across digital and/or frontline channels.
• Digital and technology delivery: Demonstrable experience working with digital, technology or platform teams to deliver customer-facing propositions, digital journeys, financial planning capabilities or minimum viable products.
• Commercial and customer focus: Ability to connect strategic and technology investment to measurable improvements in productivity, unit economics, service quality and customer outcomes.
• Senior stakeholder leadership: Experience influencing and aligning senior stakeholders across multiple business, functional and control areas. This should include the confidence and credibility to engage at ExCo, Board or equivalent senior leadership level.
• Cross-functional leadership: Proven ability to coordinate delivery across functions such as Channels, Risk, Finance, COO and Technology, including where teams do not report directly to you.
• Decision-making and problem-solving: A resilient, outcome-focused approach, with evidence of constructively challenging stakeholders, securing timely decisions, removing blockers and maintaining delivery momentum.
• Communication and influencing: Excellent written and verbal communication skills, including the ability to build a clear narrative, simplify complex issues, listen actively, negotiate effectively and present recommendations to senior audiences.
• Collaboration: Ability to build productive relationships across organisational boundaries and, where required, with external partners or suppliers.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail].