Transformation Value Lead

7 months ago

Cirencester, United Kingdom St. James's Place Full time

St. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.

We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.

**Location**: Cirencester Office

**Workplace Type**: Hybrid

**Employment Type**:Permanent

**Seniority**:Director

This pivotal new role requires a versatile and innovative transformation professional with previous transformation consulting experience likely to have been gained within a leading management consultancy or Big 4 accountancy firms. This person will manage the transformation business case ensuring sufficient focus on identifying and validating key sources of value, developing tracking strategy/metrics and facilitating key senior engagement whilst mitigating risk. Experience of leading and influencing at a senior level is a pre-requisite as the RDO Value Lead will collaborate with the wider transformation leadership team to develop recommendations for a dynamic initiative portfolio.

**What you’ll be doing**:

- Determine and drive standards for business cases including the identification of benefits and sources of value (financial and non-financial), developing program budget to ensure effective return on investment.
- Support business/project leaders and change teams in creating business propositions and identifying sources of value, taking an active lead on strategic programmes.
- Collaborate closely with CFO and other senior management to build 5-year transformation financial plan and annual budget.
- Determine and ensure that programs are correctly prioritised to deliver most overall value to the business.
- Ensure timely and accurate reporting against agreed metrics, in conjunction with the process lead to drive outcomes within approved parameters.

**Who we’re looking for**:

- Recognised as a transformation expert across the business with validated business/commercial acumen and strong knowledge of business finance.
- A credible and responsible leader who generates respect.
- Able to focus on hard outcomes - making logical decisions aligned to program landmarks, tracking progress and monitoring benefits, maintaining pace of execution whilst managing/mitigating risk.
- Acquire an in-depth knowledge of SJP, Partners and Clients with a strong understanding of the wealth management industry, key competitors and the regulatory environment.
- Utilise data driven analysis to structure a problem and provide recommendations that drive the best return for the business.
- Work successfully in a constantly evolving and complex environment.
- Responsible, with wider RDO leadership team, for shaping the RDO team in line with business requirements with a keen focus on budget and return on investment to drive forward business success and investor confidence.
- Line manager for individual team and responsible for development and implementation of business continuity plans and procedures.
- Embedding FCA’s principle 12 within the team including any associated policies and practices.

**What's in it for you?**
- Private Medical paid for by Company.
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
- Non-Contributory Pension - 10% (increasing with length of service up to 15%) with further pension matching.
- Parental leave - 6 months full pay
- 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday
- Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)

**Flexible Working**
We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation

**Reasonable Adjustments**

**What's next?**

Our team will be in touch. As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

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