Wealth Business Engagement Manager

Overview

Represent the Business Engagement team in change projects/initiatives, data remediation, governance, business forums and focused working groups. Work with colleagues throughout the business to ensure system and process changes are implemented with due consideration of the requirements of CFT. Produce CFT support material for data remediation projects. Produce draft communications as well as stakeholder and MI summary packs. Lead communication channels with CFTs including: Teams Calls, Teams Chat, Drop into office / regional calls to update on Change and Data projects. Manage escalations which are either raised by the CAO team or wider business functions to conclusion.

Responsibilities

• Represent the Business Engagement team in change projects, data remediation, governance and related forums and working groups.
• Collaborate with colleagues across the business to implement system and process changes with consideration of CFT requirements.
• Prepare CFT support material for data remediation projects.
• Draft communications and develop stakeholder and MI summary packs.
• Lead communication channels with CFTs via Teams Calls, Teams Chat, and regional updates on Change and Data projects.
• Manage escalations raised by the CAO team or wider business functions to resolution.

Qualifications

• Proven experience within the financial services sector, ideally within a wealth management environment.
• Proven experience in a role with comparable responsibilities.
• Understanding of end-to-end business processes and technological impact on relevant areas.
• Up to date knowledge of the regulatory environment and the challenges affecting Wealth Management.
• Ability to travel to UK branch locations as required to support engagement activities.
• An eagerness to utilise AI to create efficiencies in the organisation and be innovative with solving problems.
• Soft skills: communication, stakeholder management, problem-solving, collaboration, escalation management.
• Willingness to engage with changing requirements and work across functions.

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