Wealth Advice Transformation Leader (Hybrid)

Wesleyan Group; Birmingham; Hybrid; GBP 60,000 - 100,000; Full time

Benefits offered by this job

Annual bonus

Holiday entitlement (28→30 days)

Hybrid working

Pension scheme

Underground Birmingham parking

Salary sacrifice benefits

Family leave & volunteering days

Job summary

Wesleyan is seeking a Senior Advice Optimisation Manager to lead strategic transformation initiatives within our Wealth Advice business. You will act as deputy to the Head of Adviser Model & Transformation and guide governance, budgeting and prioritisation to deliver measurable improvements in customer outcomes and efficiency.

You will influence senior stakeholders, sponsor operating-model changes and oversee a portfolio of transformation efforts across Advice, Operations, Risk, Technology and

Qualifications

• Significant experience leading business transformation, operational improvement or strategic change programmes.
• Extensive experience within Financial Services, Wealth Management, Financial Advice, Banking or other regulated environments.
• Proven success leading large-scale transformation portfolios and delivering measurable business benefits.
• Experience operating at senior management level and influencing executive stakeholders.
• Demonstrable experience acting as a senior leader, department lead, deputy or functional lead.
• Strong experience designing and implementing target operating models and organisational change.
• Experience leading cross-functional teams across Advice, Operations, Risk, Technology and Customer functions.
• Proven track record of delivering productivity, efficiency, cost reduction or customer experience improvements.
• Experience establishing governance frameworks, programme controls and benefits realisation processes.
• Strong people leadership, coaching and capability-development experience.
• Excellent strategic planning, prioritisation and stakeholder management capability.Strong analytical, commercial and problem-solving skills supported by the effective use of data and insight.

Responsibilities

• Act as deputy for the Head of Adviser Model & Transformation and assume leadership responsibility during periods of absence.
• Represent the function in senior leadership meetings, governance forums and strategic planning discussions.
• Support department planning, budgeting, workforce planning and prioritisation decisions.
• Provide senior escalation support and decision making for complex initiatives.
• Drive alignment between transformation activity and corporate strategy.
• Identify and sponsor opportunities that improve customer outcomes, business performance and operational efficiency.
• Lead reviews of customer and colleague journeys.
• Support the development of future-state operating models and service propositions.
• Oversee a portfolio of optimisation, business change and transformation initiatives.
• Establish governance, reporting and delivery standards.
• Monitor portfolio risks, dependencies, resources and benefits.
• Coach and mentor colleagues across the transformation function.
• Build relationships with executive stakeholders, business leaders and subject matter experts.
• Facilitate workshops, steering groups and governance meetings.
• Influence strategic decisions and drive adoption of change.

Skills

Transformation leadership

Executive engagement

Strategic planning

Operating model design

Cross-functional leadership

Data-driven decisions

Job description

Wesleyan is seeking a Senior Advice Optimisation Manager to lead strategic transformation initiatives within our Wealth Advice business. You will act as deputy to the Head of Adviser Model & Transformation and guide governance, budgeting and prioritisation to deliver measurable improvements in customer outcomes and efficiency.

You will influence senior stakeholders, sponsor operating-model changes and oversee a portfolio of transformation efforts across Advice, Operations, Risk, Technology and