Key Accountmanager managing strategic clients and logistics operations for DSV. Building relationships and ensuring operational performance across key accounts.
About the role
- Wealth Business Engagement Senior Manager driving process improvements and efficiencies across the business in wealth management with focus on client facing teams.
Responsibilities
- Represent the Head of Business Engagement and where required, other CAO pillar heads or the CAO in change projects/initiatives, data remediation, governance, business forums and focused working groups.
- Work with colleagues throughout the business, including the Intermediaries Channel to ensure system and process changes are implemented with due consideration of the requirements of Client Facing Teams (CFT), including the Intermediaries Channel.
- Produce CFT support material to resolve and improve data quality issues.
- Lead communication and engagement channels with CFTs, including the Intermediaries Channel working with stakeholders to provide transparency on change and data projects and provide direction where necessary.
- Work with the Head of Regions, Regional Business Managers (RBMs), Office Managers/Engagement Leads, Head of Intermediaries and direct reports to support adoption of changes to systems and business processes within the Offices and across business channels.
- Manage escalations which are either raised by the CAO team or wider business functions to conclusion.
- Represent the business in interaction with external providers, auditors, compliance, and risk teams.
- Ensuring that the Head of Business Engagement and CAO receive timely and relevant Management information and team updates for internal and external reporting purposes.
Requirements
- Significant experience within the financial services sector, ideally within a wealth management environment.
- Understanding of end-to-end business processes and technological impact on relevant areas.
- Up to date knowledge of the regulatory environment and the challenges affecting Wealth Management.
- Strong data skills, able to review & analyse high volumes of data quickly and efficiently.
- Can determine the most efficient ways to share data with internal stakeholders.
- Able to direct and influence senior colleagues to drive effective decision-making and execution.
- High levels of emotional intelligence and empathy, with the ability to influence at all levels.
- Able to prioritise competing demands and creating simple and effective outcomes in complex situations.
- Strong written and verbal communication skills, experience communicating with a variety of stakeholders across the business.
- Experience working in a business undergoing significant change is highly favourable.
- Knowledge and experience working with Intermediaries is favourable
Benefits
- Leaders who support your development through coaching and managing opportunities
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior Global Managed Access Manager executing managed access programs to improve patient access at Ipsen. Driving excellence and ensuring compliance in global access initiatives with high quality standards.
Solution Manager managing National Accounts within Vodafone's housing sector. Collaborating on projects and dealing with significant client requests while offering tailored solutions.
Quality Systems Manager overseeing quality system processes and regulatory compliance at plasma donor center. Collaborating with management to ensure donor safety and product quality.
EHS Manager leading the development and implementation of health and safety programs for Timberlab's mass timber manufacturing. Driving compliance and fostering a positive safety culture across operations.
Quality Manager leading quality systems and assurance teams at Nestlé Health Science. Ensuring compliance with FDA regulations while supporting staff development and continuous improvement.
Senior Manager in Affordability Analytics at Pfizer working on data - driven insights for patient services programs. Collaborating with analytics and functional leads for impactful patient service strategies.
Contracts Manager overseeing FIDIC contracts for a global construction and property consultancy. Collaborating on data centre construction and infrastructure programmes with a hybrid work arrangement.
RN Care Manager acting as a liaison between patients and healthcare personnel at NeighborHealth. Creating care plans for SCO patients to maintain their independence and safety in the community.
Traffic Manager managing resources and scheduling for healthcare communication projects with Lucid Group. Collaborating with Client Service and Project Management Teams to ensure effective workload management and project delivery.