Wealth Planning Journey Lead: Strategy, Delivery & Impact

Barclays UK; Greater London; Hybrid; GBP 85,000 - 110,000; Full time

Job summary

A leading financial institution is seeking an Advisory and Wealth Planning Journey Lead in London or Glasgow. The ideal candidate will be responsible for driving strategy and managing complex programs to enhance client experience. Strong expertise in Advisory & Wealth Planning and experience with technology initiatives are key. The role demands collaboration with stakeholders and regulatory compliance to achieve organizational goals. An excellent opportunity for those looking to make a significant impact in financial services.

Qualifications

• Experience or familiarity with Advisory & Wealth Planning.
• Demonstrated success in supporting complex technology delivery.
• Ability to manage complex programmes and collaborate across multiple stakeholders.

Responsibilities

• Take responsibility for end-to-end local Platform management.
• Drive Platform strategy and change agenda for client experience.
• Manage risk and compliance with regulatory requirements.

Skills

Advisory & Wealth Planning experience

Ability to manage complex programs

Commercial and regulatory balance

Technical acumen

Tools

Microsoft Office (Excel, PowerPoint, SharePoint Online, Teams)

Job description

A leading financial institution is seeking an Advisory and Wealth Planning Journey Lead in London or Glasgow. The ideal candidate will be responsible for driving strategy and managing complex programs to enhance client experience. Strong expertise in Advisory & Wealth Planning and experience with technology initiatives are key. The role demands collaboration with stakeholders and regulatory compliance to achieve organizational goals. An excellent opportunity for those looking to make a significant impact in financial services.