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Head of Strategic Portfolio Planning

4 months ago

Bristol, Bristol, United Kingdom What's On In Bristol Full time

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Hargreaves Lansdown Asset Management Limited

This advertiser has chosen not to accept applicants from your region.

Our purpose is tomake it easy for people to save and invest for a better future. We arelooking for great people to join us, so please come and invest in YOURfuture at HL.

We know that sometimes people can be put offapplying for a job if they don't tick every box. If you're excitedabout working for us and have most of the skills or experience we'relooking for, please go ahead and apply. We'd love to hear from you

About the role

HL have an exciting opportunityto join our new Investment & Programme Office team within the Financefunction as the Head of Strategic Portfolio Planning. In this role,you will be responsible for planning and mobilizing theenterprise-wide programme portfolio that supports HL's corporatestrategy. You will lead the Portfolio Planning & Investment Managementfunction, overseeing a diverse change portfolio that includes majorprogrammes in product development, client experience, save to invest,regulatory initiatives, digital transformation, operating model, andorganizational design.

What you'll be doing

  • Responsible for designing building and managing the MediumTerm (3 year) and Annual Portfolio Planning approach as part of theEnterprise-wide Operating plan process.
  • Responsible for HL'sProgramme Portfolio budget (>50m), aligning initiatives to thebusiness strategy and facilitating decision-making to optimise returnon investment.
  • Designing and managing an investmentmanagement process and lifecycle including facilitation of theBusiness Investment Committee.
  • Responsible for leading andcoaching Business Owners to articulate their strategy and shaping thatinto compelling programmes and business cases suitable for review bythe CEO and CFO
  • Captures, tracks, and identifies the complexinter-dependencies across HL that are critical to our projects being asuccess.
  • Ownership of all new programme requests via the newHL Demand Panel (Senior Leadership level)
  • Drives ahigh-performance culture to ensure better, simpler, faster and cheaperdeliverables for HL and our clients
  • A change agent,challenging the status quo and delivers industry best in classstandards

About you

  • Significantexperience within a similar role, leading an Enterprise wide programmeportfolio planning process, supporting the mobilisation of complexTransformation programmes and facilitating a Business InvestmentCommittee at CEO level
  • Demonstrable experience managing asignificant Investment Management budget
  • Expert inStrategic Portfolio Planning, Portfolio Design and Demand Management.
  • Expert in Portfolio, Programme and Agile deliverymethodologies.
  • Experience in defining, establishing, andfacilitating governance structures to keep key stakeholders engaged,aligned and on track across the business.
  • Significantexperience outside of portfolio management that are key to deliverye.g. business case development, client experience, product strategy,business solution design, technical and operational readiness.
  • Expertise and experience of delivering highly complex changein B2B and B2C environments.
  • Extremely high commercial andinfluencing skills, demonstrated at Executive Leadership level
  • Flexible and adaptable; able to deliver and thrive inambiguous situations.

Apresentation, psychometric assessment and a competency-basedinterview.

W orking Schedule

We arelooking for a Head of Strategic Portfolio Planning to join our team,based in Bristol head office, BS1 5HL. This role is a permanent, fulltime, 37.5 hours per week, Monday to Friday. We offer a hybridflexible working pattern to enable you the option of working from homeand coming into the office.

Why us?

Here at HL,we're the UK's number 1 investment platform for private investors,based in Bristol. For more than 40 years we've helped investors savetime, tax and money on their investments.

To achieve ourmission, we believe we have a workplace like no other, with constantlearning, dynamic teams, and a great ethos. We're steered by corevalues that promote service, quality, innovation, and opportunity ineverything we do.

What's on offer?

  • Discretionary annual bonus* & annual pay review
  • 25 days* holiday plus bank holidays and 1-day additionalChristmas closure time
  • Option to purchase an additional 5days holiday (during annual enrolment window, if eligible depending onstart date)
  • Flexible working options available, includinghybrid working
  • Enhanced parental leave
  • Pensionscheme up to 11% employer contribution
  • Sharesave scheme -have a real stake in HL's future
  • Income Protection & Lifeinsurance (4 x salary core level of cover)
  • Private medicalinsurance*
  • Health care cash plans - including optical,dental, and out patientcare
  • and an Employee AssistanceProgramme
  • Gympass - gym memberships and wellbeing appsavailable
  • Variety of travel to work schemes with free bikestorage and shower facilities
  • Inhouse barista & deli servingsubsidised coffee and sandwiches
  • Join HL's sports, I&Dnetworks and volunteering groups (two paid volunteering days per year)
  • LifeWorks Discounts on services, restaurants and retailers

Hargreaves Lansdown isan inclusive employer that values diversity in its workforce. Weencourage applications from all individuals without regard to race,religion, gender, sexual orientation, national origin, disability orage.

This role may also be available on a flexible working orpart time basis - please ask the Recruitment & Onboarding team formore information. Please note, we are unable to provide employmentsponsorship to candidates.

Hargreaves Lansdown Asset Management Limited

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