RS&AM Project Manager

Standard Life plc; City of Edinburgh; On-site; GBP 87,000 - 107,000; Full time

Benefits offered by this job

Discretionary bonus

Private medical cover

38 days annual leave

Excellent pension

12x salary life assurance

Career breaks

Income protection

Volunteering days

Job summary

Standard Life plc in Edinburgh is seeking an experienced Project Manager to lead the PIO Transformation workstream. You will partner with the Head of Policyholder Operations and SLT to deliver project outcomes, managing complex priorities and cross-functional teams.

Essential experience in retirement solutions, asset management, and strong governance. Flexible working options are available, with a focus on delivering value and customer outcomes.

Qualifications

• Experienced Project Manager with history leading large teams and integrations or similar role.
• Significant experience in Financial Services / Retirement Solutions and Asset Management.
• Essential PIO knowledge: policyholder investment processes, Fund Accounting, governance, data, reporting, trading and fund operations.
• Investment operations acumen with understanding of dependencies, risks and controls across PIO-related change.
• Experience in supplier onboarding/offboarding within securities service/operations.
• Ability to manage multiple stakeholders and work streams under pressure.
• Strong budgeting, forecasting, and financial acumen.
• Experience with project methodologies (waterfall, hybrid, Agile) and regulators (PRA & FCA).

Responsibilities

• Translate PIO strategic objectives into actionable plans.
• Lead project team to deliver core business outcomes and benefits.
• Collaborate with delivery leads across Standard Life and external partners.
• Drive day-to-day delivery and risk management for the PIO workstream.
• Coordinate with PIO Transformation and other change teams for resource allocation.
• Interface with RS & AM Finance on budgeting, forecasting and reporting.
• Manage third-party providers and cross-team collaboration.
• Govern project governance, report MI to Boards/Committees as needed.
• Communicate roadmap to internal and external stakeholders.

Skills

Project management

Stakeholder management

Financial services knowledge

Risk management

Change management

Communication

Agile & Waterfall

Education

Asset Management qualifications

Job description

Job Description

Job Type: Permanent

Closing Date: 10th November

Location: Edinburgh

Salary and benefits: Up to £97,000 dependant on experience, discretionary bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more!

Flexible working: All roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about flexible working here.

Who are we?

We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.

Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.

The Role

This role will report into the Head of PIO Transformation but will work closely with the Head of Policyholder Operations and their SLT, wider PIO stakeholders and other functions across Standard Life Group and third parties, to deliver the Project outcomes.

Both the ability to manage complex and potentially competing priorities and excellent stakeholder management and influencing skills will be critical to being successful in this role. You will have experience of building and running multi-disciplined, cross-functional business and change teams, managing initiatives with several projects and workstreams. Strong knowledge of the policyholder asset processes, investment operations, data, reporting, trading and fund-related change is essential as is a detailed understanding of the broader securities services landscape especially custody & fund accounting.

Key responsibilities

Responsibilities

As Project Manager you will be responsible for delivery on behalf of the executive sponsor and will act as the primary contact for the executives and other key stakeholders in relation to the PIO outcomes. You will:

• Work closely with the Executive Sponsor and colleagues to translate PIO strategic objectives into actionable plans.
• Undertake a leadership role to ensure that the project team remains focussed on the core business outcomes and benefits aligned to the Retirement Solutions and Asset Management workstreams of project migration.
• Work collaboratively with delivery team leads across Standard Life and external partners.
• Lead on all aspects of the PIO workstream of project migration, including shaping, approach/planning, and driving day-to-day delivery (including risk management elements) to make sure core objectives / required business outcomes are achieved.
• Work closely with the Head of PIO Transformation and other change teams to ensure efficient resource allocation and project execution.
• Work closely with the RS & AM Finance team on all financial matters (budgeting, forecasting, and reporting)
• Effectively manage strategic business partners / third party providers, working with other teams as required.
• Be responsible for project governance and reporting, chairing relevant forums and providing MI as required, including updates to Boards and Committees (where required).
• Work closely with the three lines of defence on risk management and assurance aspects.
• Define and provide appropriate MI on progress versus the roadmap into the relevant governance forums and ensure clear communication of the roadmap to interested stakeholders (internal and external).

What we're looking for

Essential

• An experienced Project Manager with a career history that includes leading large scale project teams and Integrations or a similar management role; a track record of delivering complex, high quality and customer focussed transformation.
• Significant experience within Financial Services / Retirement Solutions and Asset Management, including investment operations and policyholder asset-related change.
• Essential Policyholder Investment Office (PIO) knowledge, including policyholder investment processes, Fund Accounting, governance, data, reporting, trading and fund operations.
• Investment operations acumen and experience, with the ability to understand operational impacts, dependencies, risks and controls across PIO-related change.
• Experience of supplier onboarding / offboarding within a securities service / operations environment.
• Ability to manage multiple stakeholders (all levels) and threads of work under pressure.
• Analytical skills to evaluate project performance and initiate corrective actions.
• Strong financial acumen, budgeting, and forecasting.
• Strong risk and issue management skills.
• Strong people skills (including leadership, communication, influence, negotiation).
• Experience of project methodologies (including waterfall, hybrid and agile) and tools.
• Experience of working with and presenting project-related activity to the UK financial services regulators (ie. PRA & FCA)

Desirable

• Investment / Asset Management qualifications
• Professional Change qualifications
• Agile Practitioner
• Fund Accounting background especially Unit Linked / unitised and non-unitised funds.

Personal Attribute

• Customer focused with an attitude to deliver excellent customer outcomes through change expertise.
• Demonstrated ability to lead virtual teams in a challenging and pressured environment.
• Ability to operate at all levels of the business and in a cross-functional and multidisciplinary environment.
• Problem solving, analytics and resolution skills.
• Strong verbal and written communication skills.
• Strong inter-personal and collaboration skills.
• Ability for personal growth and to make time for self-development.

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Find out more about working at Standard Life

• Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us