Overview of role
The Change Management Office (CMO) team is responsible for the delivery and oversight of the project landscape across the UK Wealth Management business. This includes contributing to, and active project management of, larger strategic business or regulatory changes and the coordination and reporting of smaller, business delivered, tactical initiatives.
The role of a CMO Business Analyst is varied as it could be to support project managers within the CMO team who are responsible for the end-to-end delivery of projects, or you could be asked to lead specific projects yourself including coordinating the input of subject matter experts from across the business and contributing to business or technical initiatives. Subjects range from regulatory change to IT and platform initiatives, to changes driven by strategic decisions in connection with markets and service offerings.
The role will involve a degree of exposure to senior management at a local and divisional level and will require collaboration with the business’ wider change community to identify and resolve challenges and maximise opportunities.
The role is based in London, but periodic travel to Switzerland may expected.
Responsibilities:
- End-to-end change management and business analysis of a number of projects across the CMO team portfolio, including undertaking activities such as business case analysis, requirements definition and solution design, IT delivery management, UAT management and business process change management.
- Undertake thorough analysis and documentation to ensure requirements are robust to enable informed decision making to occur
- Work closely with IT to ensure that solution design is robust and meets the agreed set of requirements by working with relevant subject matter expertise.
- Working with Subject Matter Experts and IT Leads to create High-Level Design Documents and Low-Level Design Documents
- Project delivery tracking and reporting, ensuring project schedule is maintained and issues and risks are appropriately identified, managed and escalated
- Produce materials for senior management decision-making or updates within the context of the project delivery
- Producing presentations and other written materials for the COO and for management committees in multiple business locations; assisting with business analysis and the reporting of management information
Broader Responsibilities
Commercial/Efficiency
- Have a commercial attitude and look for efficiency improvements wherever possible and appropriate.
- Ensure a client service approach to managing stakeholders or project queries and issues such that they are resolved in a speedy and satisfactory manner.
- Cross-team collaboration and communication
- Develop an enhanced understanding of the various teams and functions across wealth management along with the associated end-to-end interactions in order provide advice and support. Also look to identify synergies that can be leveraged to enhance collaboration and improve process efficiencies.
- Maintain a high-level understanding of the ongoing projects across the CMO team in order to provide suitable cover and support for colleagues while they are out of the office.
Experience, Skills & Competencies
- Track record of delivering change within financial services, with experience gained in a comparable role, within a consulting firm or in a role requiring the coordination of multiple stakeholders in a complex environment
- Evidence of driving operational efficiency and excellence through IT system improvements, with a view to ensuring excellent client outcomes
- Demonstrable experience and in-depth understanding of Avaloq banking software and key investment management modules, including having led or actively contributed to product implementation or transformation initiatives and end-to-end project delivery from inception to completion
- Experience working with Microsoft Power Platform (Power Apps, Power Automate, Power BI, Dynamics 365) is considered an advantage but not required
- demonstrable understanding of private banking and wealth management and an understanding of client segments and relevant project propositions and channels
- Intellectually curious and capable of identifying the dependencies between front, middle and back office processes
- Highly proficient in Excel and PowerPoint, generating written materials at a Board-level standard
- Highly numerate, with strong analytical abilities and high attention to detail
- Strong organisational skills, with an ability to multi-task and manage working under pressure
- Energetic and enthusiastic; able to drive initiatives forward
- The highest level of personal and professional integrity
Personal Qualities:
- Reliable, conscientious and professional with high level of professional integrity
- Excellent communication skills – verbal and written; professional manner; ability to articulate complex issues in a clear and concise manner; proficient in communicating technical aspects to business stakeholders and vice versa
- Capable of problem-solving and acting independently but able to manage and work in a team whenever required
- Ability to build and maintain relationships with key internal and external parties
- Agile and flexible approach to work
- Strong analytical and attention to detail skills
- Strong influencing and negotiating skills
