Financial Planning & Optimization Director serving as primary financial partner to Risk & Advisory Services. Involves financial analysis, budgeting, and resource optimization.
About the role
- Head of Securities Finance leading expertise-led services at Tonic consultancy in Capital Markets. Building a team and driving service offerings for client needs.
Responsibilities
- Building our Sec Fin services, with expertise-led service offerings that meet our clients’ evolving needs, supported by thorough industry research
- Leading our Sec Fin business development and relationship managements
- Performing high-quality delivery engagements, typically in an advisory capacity
- Building our expertise-led Sec Fin team
Requirements
- 20+ years’ dedicated experience within the Financial Services industry
- 15+ years dedicated experience within the Securities Finance domain, across Repo and Securities Lending
- Considered to be a Sec Fin SME/industry leader
- Experience across a variety of different firms, including sell-side and buy-side (administrator experience is a plus)
- Able to produce high-quality content and artefacts across: Tonic services, Thought leadership, Training materials, Client content materials e.g. sales & marketing, product guides, service onboarding guides, Project documentation i.e. project plans, status updates, materials to accompany key stakeholder decisions
- Previous direct experience working in a sales and/or relationship management capacity
- 5+ years dedicated experience within transformation, leading and supporting major change programs for technology/data infrastructure and solutions
- Proven business transformation specialist with experience of working in multiple transformation roles
- Experience of rolling out best practice delivery frameworks across multiple organisations
- Direct consultancy experience, ideally within a big 4 firm
- Confident and strong communicator, with all levels and types of stakeholders
- Ability to simultaneously work on multiple projects
- Ability to diagnose potential problems quickly and define suitable solutions
- Team leadership, management, and delegation skills
- Strong organisational skills and attention to detail
- Strong Microsoft Office application skills (Excel, Word, PowerPoint, MS Project and/or equivalent planning tools)
Benefits
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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