Advisory and Wealth Planning Journey Lead

Join us at Barclays as an Advisory and Wealth Planning Journey Lead. In this role you will be responsible for ensuring the Product & Commercial Chief Operating Office (COO) Teams achieve their goals and objectives to deliver the Advisory Strategy for Private Bank. You will act as a conduit into Operations and Technology and coordinate activity across all impacted pillars and functions. Focus will be Advisory & Wealth Planning to ensure the strategy can be delivered alongside the banks policies, standards and external regulation. While also working directly with senior COO leadership, Tribes, and product leaders to ensure all deliverables support the objectives and to help ensure a clear path towards achieving them. You should have an ownership mindset and strong critical thinking acumen, with the ability to work closely with business and technology leaders to deliver a plan that maximises global impact and progress.

To be successful as a Advisory and Wealth Planning Journey Lead you should have:

• Experience or familiarity with Advisory & Wealth Planning.

• Demonstrated success in supporting the delivery of complex technology or product related initiatives. 

• Ability to balance commercial, client and regulatory needs and requirements of a multi-geographic organisation.

• Ability to manage complex programmes of work, collaborating with multiple stakeholders across programmes and re-prioritising as required amidst changing landscapes.

Some other highly valued skills/experience include:

• Experience of working in the Private Banking industry.

• Knowledge of agile processes with a view on how to maximise success.

• Knowledge of Barclays applications used by Wealth and Private Bank businesses and shared Group applications.

• Knowledge of Microsoft Office tools – Excel, PowerPoint, SharePoint Online and Teams.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. 

This role can be based out of either London or Glasgow. 

Purpose of the role

To take responsibility for end-to-end local Platform management including – strategy design & execution, scalable and stable platform for client & colleagues, regulatory risk mitigation & management, platform development.  

Accountabilities

• Business ownership of system, processes & procedures on the platform and end to end client journey management, oversight, business continuity & service recovery.
• Management, understanding and interpretation of local & group regulatory requirements & standards.
• Driving Platform strategy and change agenda, seeking innovative solutions to differentiate, streamline and de-risk the platform to directly contribute to client experience, Banker efficiency and managing / reducing regulatory risk.
• Using KPIs and data to monitor and measure of the platform effectiveness and change improvements.
• Managing, reporting and representing the platform performance at relevant governance fora.
• External (where required) and internal stakeholder management including regulators, senior leaders, client facing colleagues and infrastructure partners.
• Provision of guidance, coaching and support to improve colleagues' delivery quality.

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.