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Business Case Development Lead

2 months ago


Cirencester, Gloucestershire, United Kingdom St. James's Place Full time
About the Role

We are seeking a highly skilled Transformation Value Lead to join our team at St. James's Place. As a key member of our organization, you will play a critical role in driving business growth and success.

Key Responsibilities
  • Develop and Drive Business Cases: Determine and drive standards for business cases, including the identification of benefits and sources of value (financial and non-financial), and develop program budgets to ensure effective return on investment.
  • Support Business/Project Leaders: Collaborate closely with business/project leaders and change teams to create business propositions and identify sources of value, taking an active lead on strategic programmes.
  • Build Transformation Financial Plan: Collaborate with CFO and other senior management to build a 5-year transformation financial plan and annual budget.
  • Prioritize Programmes: Determine and ensure that programs are correctly prioritized to deliver the most overall value to the business.
  • Reporting and Metrics: Ensure timely and accurate reporting against agreed metrics, in conjunction with the process lead to drive outcomes within approved parameters.
Requirements
  • Transformation Expertise: Recognized as a transformation expert across the business with validated business/commercial acumen and strong knowledge of business finance.
  • Leadership Skills: A credible and responsible leader who generates respect.
  • Decision-Making: 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.
  • Industry Knowledge: Acquire an in-depth knowledge of St. James's Place, Partners, and Clients with a strong understanding of the wealth management industry, key competitors, and the regulatory environment.
  • Data-Driven Analysis: Utilise data-driven analysis to structure a problem and provide recommendations that drive the best return for the business.
  • Complex Problem-Solving: Assimilate large quantities of information and apply findings to solve complex planning and strategic problems.
  • Adaptability: Work successfully in a constantly evolving and complex environment.
  • Team Leadership: 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.
  • Business Continuity: Line manager for individual team and responsible for development and implementation of business continuity plans and procedures.
  • Embedding FCA Principles: Embedding FCA's principle 12 within the team including any associated policies and practices.
What We Offer
  • Private Medical: Private Medical paid for by Company.
  • Protection Benefits: Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
  • Pension Scheme: Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
  • Parental Leave: Parental leave – 6 months full pay
  • Holiday Entitlement: 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)

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.

Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career break. If you think you would be a good match for this role and can demonstrate some transferable experience, please apply, regardless of whether you tick every box.

We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all. If you require reasonable adjustments at any stage, please let us know by emailing us.