Senior Transformation & Advice Optimisation Lead

Wesleyan

Birmingham

Hybrid

GBP 70,000 - 110,000

Full time

34 hours ago
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Benefits offered by this job

Annual bonus
28 days holiday
Hybrid working
Pension scheme
Underground parking
Salary sacrifice benefits
Family leave & volunteering

Job summary

Wesleyan is seeking a Senior Advice Optimisation Manager in Birmingham to lead strategic optimisation and transformation across Wealth Advice. You will report to the Head of Adviser Model & Transformation, directing governance, prioritisation and delivery to achieve measurable improvements in customers, colleagues and operations.

You will influence senior stakeholders, oversee multiple initiatives and mentor teams while shaping future operating models and service propositions.

Qualifications

  • Experience leading large-scale transformation programmes in regulated environments.
  • Proven ability to deliver measurable business benefits and efficiency gains.
  • Ability to influence executives and operate at senior management levels.

Responsibilities

  • Lead strategic optimisation and transformation portfolios for Wealth Advice.
  • Act as deputy to the Head of Adviser Model & Transformation.
  • Provide governance, prioritisation and delivery of key initiatives.
  • Drive alignment between activity and corporate strategy.
  • Coach teams and mentor colleagues across the transformation function.
  • Build relationships with executive stakeholders and subject matter experts.

Skills

Business transformation
Operational improvement
Strategic change
Senior management
Cross-functional leadership
Governance
Stakeholder management
Data analytics
Commercial awareness

Job description

Wesleyan is seeking a Senior Advice Optimisation Manager in Birmingham to lead strategic optimisation and transformation across Wealth Advice. You will report to the Head of Adviser Model & Transformation, directing governance, prioritisation and delivery to achieve measurable improvements in customers, colleagues and operations.

You will influence senior stakeholders, oversee multiple initiatives and mentor teams while shaping future operating models and service propositions.

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