Senior Strategy and Planning Manager

Senior Strategy and Planning Manager | Barclays | London.

The Strategy and Planning team sits within the PBWM Chief of Staff function. It acts as a strategic partner to the PBWM Executive Committee, senior leadership, Barclays Group, and key external stakeholders.

The team helps define PBWM’s long-term vision, translate that vision into clear strategic priorities, and support disciplined execution across its transformation agenda: Strengthen, Scale and Sustain.

Purpose of the role

As Senior Strategy and Planning Manager, you will lead high-impact strategic projects that shape the future direction of PBWM. You will combine market insight, commercial analysis and internal performance data to identify opportunities and risks, evaluate strategic choices, and provide clear recommendations to senior decision-makers.

Your work will support sustainable growth, strong client outcomes, and long-term shareholder value.

Key responsibilities:

Strategy and market insight

• Analyse market trends, competitor activity, client needs, technological developments, and the wider economic, political and regulatory environment.
• Assess PBWM’s competitive position and identify emerging strategic opportunities and risks.
• Synthesise complex internal and external information into clear insights and actionable recommendations.
• Contribute to the development and evolution of PBWM’s overall strategy.
• Create compelling strategic narratives and presentations for senior stakeholders.

Strategic planning and execution

• Translate PBWM’s strategy into clear operational priorities, transformation plans and measurable outcomes.
• Develop realistic, structured workplans that account for dependencies, delivery risks and stakeholder review.
• Monitor progress against strategic objectives and evaluate whether initiatives are delivering their intended outcomes.
• Identify areas requiring intervention, course correction or escalation.
• Support clear communication of PBWM’s strategy and transformation priorities across the organisation.

Strategic initiative design

• Lead the assessment of complex business problems and growth opportunities.
• Evaluate strategic options and design choices from client, colleague, commercial, operational and risk perspectives.
• Develop business models, strategic blueprints and investment cases to support decision-making.
• Define strategic objectives, delivery approaches and appropriate risk mitigations.
• Partner with senior stakeholders and subject-matter experts to shape proposals and build organisational support.

Executive and external stakeholder engagement

• Prepare high-quality materials for the PBWM Executive Committee, Barclays Group Executive Committee, Board and other senior governance forums.
• Support the preparation of strategic updates for regulators and other external stakeholders.
• Shape content for Barclays reporting cycles, investor communications and specific external engagements.
• Communicate complex strategic issues clearly, concisely and with appropriate executive judgement.
• Build trusted relationships across PBWM, Barclays Group and relevant external organisations.

Essential experience and capabilities:

• A degree or equivalent professional experience.
• Significant experience in strategy, strategic planning, business transformation or a related discipline.
• Strong knowledge of private banking, wealth management or a closely related financial-services sector.
• Demonstrable experience shaping business strategy and translating it into executable plans.
• Experience developing strategic propositions, products, services or distribution solutions, including digital channels.
• Strong commercial and analytical capability, including the ability to interpret financial, market and operational data.
• A structured and creative approach to solving complex, ambiguous business problems.
• Experience developing robust business cases and evaluating strategic trade-offs.
• Excellent written, verbal and presentation skills, with the ability to communicate effectively at executive and Board level.
• Strong stakeholder-management skills and the credibility to challenge, influence and build consensus among senior leaders.
• Excellent attention to detail, organisation and workload management.

Desirable experience:

• Experience in management consulting, strategy consulting or an in-house corporate strategy team.
• Experience supporting executive, Board, regulatory or investor-facing engagements.
• Experience working on large-scale transformation programmes within a complex, regulated organisation.

This role is based in London.

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.

Purpose of the role

To analyse and assess market trends, competitor landscape, and potential risks and opportunities to inform strategic decision-making.

Accountabilities

• Development and presentation of compelling strategic recommendations to senior management, addressing key business challenges and opportunities.
• Monitoring and evaluation of the effectiveness of implemented strategies, recommending adjustments as needed.
• Communication of complex strategic information clearly and concisely to diverse stakeholders.
• Identification and assessment of potential risks associated with the bank's strategic plans and recommend mitigation strategies.
• Conducting in-depth research and analysis of internal and external data, including market trends, competitor analysis, and economic forecasts.

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.