Transformation jobs in United States
Finance Transformation Programme Lead - Wealth Management
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Finance Transformation Programme Lead - Wealth Management
Job summary
A prominent recruitment agency is seeking an experienced Finance Transformation Programme Lead to drive transformation projects within Wealth Management. You will lead a major finance transformation programme, ensuring compliance and enhancing financial processes. Ideal candidates will have strong finance transformation experience along with a professional qualification in Accounting or Finance. This role offers competitive daily rates and an engaging work environment in London.
Benefits
Qualifications
- Proven experience in managing finance transformation projects within Financial Services.
- Strong understanding of finance systems and data flows.
- Experience with process improvement methodologies.
Responsibilities
- Lead the finance transformation programme within Wealth Management.
- Collaborate with cross-functional teams.
- Monitor project workstream progress and stakeholder communication.
Skills
Education
- An opportunity to drive a major Finance Transformation
- Strong experience in finance transformation ideally within Wealth Management.
This role is with a well-established organisation within the Financial Services industry. As a large organisation, they are known for their expertise in the Wealth Management sector and their commitment to innovation in Accounting & Finance.
Finance Transformation Programme Lead - Wealth Management responsibilities:
- Lead the finance transformation programme within the Wealth Management sector.
- Lead the finance system replatforming and migration between 2 entities following a major acquisition.
- Understanding of finance feeds and how the data flows through the system.
- Develop and implement strategies to improve financial processes and systems.
- Collaborate with cross-functional teams to ensure seamless integration of changes.
- Identify areas for improvement and recommend actionable solutions.
- Monitor project workstream progress and address any challenges effectively.
- Ensure compliance with industry regulations and company policies.
- Communicate programme updates to stakeholders and senior management.
- Support the delivery of a robust and efficient finance operating model.
A successful Finance Transformation Programme Lead - Wealth Management should have:
- Proven experience in managing finance transformation projects within the Financial Services industry with a strong preference to Wealth Management.
- Strong understanding of Wealth Management processes and practices. <>Excellent project/programme management and leadership skills.
- Understanding of finance feeds and how the data flows.
- Must have strong finance transformation experience ideally within Wealth Management.
- Ideal candidates will have come from a finance background before moving into transformation.
- Knowledge of financial systems and process improvement methodologies.
- Ability to work collaboratively with cross-functional teams and stakeholders.
- Strong problem-solving and analytical skills.
- A professional qualification in Accounting or Finance or equivalent.
- Competitive daily rate of GBP 800 to GBP 1000 outside of IR35.
- Engaging role within the Wealth Management sector.
- Standard benefits package.
- Temporary position located in London.
This is an exciting opportunity for an experienced Finance Transformation Programme Lead to make a significant impact in London. If you meet the criteria, we encourage you to apply.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.