Transformation Consultant - Wealth Job at Social Value Portal Ltd (London)

Vice president - USPB risk and wealth risk framework

This Vice President role is part of the USPB Risk and Wealth Risk CAO organizati...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Overall 8+ years experience
3+ years relevant experience in a combination of Risk Management, Framework & Policy, Consulting, Analytics, Audit functions
Highly ethical and with integrity
Excellent attention to detail
Effective listening skills
Excellent verbal and written English communication skills, especially on power point presentations
Proficient in managing share-point site
Ability to work in a highly matrix environment, with a wide variety of stakeholders across different time zones
Able to work in a rapidly changing environment

Job Responsibility

Execute assessments and analyses related to USPB / Retail Risk and Wealth Risk Framework and Path-To-Strong program
Collaborate with 1LOD and 2LOD stakeholders to monitor, challenge, and communicate progress in issue remediation and initiatives, BAU enhancements, and transformation
Support the gathering and management of information essential for a strong risk framework
On a prioritized basis, own and manage initiatives / projects to drive enhancements related to our risk framework
Issue remediation and audits / exams related analysis

What we offer

Access to telehealth options, health advocates, confidential counseling
Programs and services for physical and mental well-being
Access to an array of learning and development resources
Generous paid time off packages
Programs that help employees balance their work and life

Fulltime

Principal Consultant

Principal Consultant role in Financial Services consulting team focusing on Weal...

Location

United Kingdom , London

Salary:

Not provided

PA Consulting

Expiration Date

Until further notice

Requirements

Strong management consulting background
Extensive experience and proven track record in delivering transformation across Wealth, Asset Management and/or Life & Pensions firms
Strong experience in at least two of the following areas: Managing large scale / complex transformation projects and programmes across core business functions such as front-office, distribution and operations
Product and proposition development
Operating model design and implementation
Operational improvement and cost reduction
Technology vendor selection and implementation
Business process outsourcing across the full lifecycle, including business cases and implementation
Strong analytical and problem-solving skills, with the ability to develop creative solutions
Excellent communication and stakeholder management skills

Job Responsibility

Lead and deliver large-scale / complex transformation programmes within Wealth, Asset Management, and/or Life & Pensions sectors
Collaborate with a high-performing team to create and implement innovative solutions
Develop new business opportunities and contribute to the growth of our practice
Engage with senior stakeholders to understand their strategic objectives and provide expert advice
Stay ahead of industry trends and continuously develop your own expertise
Work across a variety of transformation-focused engagements, from taking new products and propositions to market, optimising operating models and technology platforms, and leveraging data to create impactful solutions

What we offer

Private healthcare
25 days annual leave (plus a bonus half day on Christmas Eve) with the opportunity to buy 5 additional days
Generous company pension scheme
Opportunity to get involved with community and charity-based initiatives
Annual performance-based bonus
Tax efficient benefits (cycle to work, give as you earn)

Fulltime

New

Client Experience & Transformation Program Lead

Our client is a leading international Insurance Group offering a diverse range o...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Oliver James

Expiration Date

Until further notice

Requirements

University graduate with 10+ years of consulting, transformation or project management experience within insurance, retail banking, wealth management, pension or management consulting firms
Expertise in business strategy, customer retention, transformation and program management
Proven experience in driving and executing programs related to Customer Journey, Customer Experience, Customer Retention and Customer Engagement
Exposure to both Corporate and Individual Customers initiatives would be advantageous
Good project management techniques, methodologies and practices
Excellent communication and stakeholder management skills, with the ability to influence senior executives
Fluency in both English AND Cantonese are essential

Job Responsibility

Drive, development and execute customer experience-led transformation initiatives across Group Insurance, Pension and broader Insurance portfolios
Shape strategy, lead change and deliver measurable improvements in client loyalty, service quality and operational efficiency
Identify attrition drivers and translate insights into actionable programs, frameworks and playbooks
Analyze the client experience lifecycle and evaluate customer touchpoints to drive enhancement in team practices, operational processes and supporting systems
Lead transformation initiatives to refine workflows, elevate service standards and embed continuous improvement
Partner and coordinate with cross-functional teams across the Business Units, Digital, IT, Operations and Marketing to deliver retention and digital transformation projects
Evaluate and redesign service delivery models to improve efficiency and client satisfaction
Drive PMO practices and governance for transformation programs with a strong customer experience focus
Manage project portfolios, budgets, and resources
establish governance frameworks and conduct regular status reviews

Fulltime

Strategic Consulting Lead - FS&I

At Valtech, you’ll find an environment designed for continuous learning, meaning...

Location

United Kingdom , London

Salary:

Not provided

Valtech

Expiration Date

Until further notice

Requirements

15+ years of consulting experience in Financial Services & Insurance, with at least 5 years in a senior leadership role, specifically within retail banking, wealth management and insurance
Close relationships with key technology partners in the vertical
Deep knowledge of digital transformation, fintech, and the Financial Services landscape, including trends, challenges, and regulatory frameworks
Bachelor’s degree required
MBA or equivalent advanced degree preferred
Proven track record of publishing articles, speaking at conferences, and leading industry discussions
Demonstrated success in building and maintaining senior-level client relationships on accounts that are 10m+
Strong analytical and problem-solving skills with the ability to think creatively and strategically
Exceptional communication and presentation skills

Job Responsibility

Drive growth within a portfolio of Financial Services & Insurance clients
Act as the figurehead for Valtech’s Financial Services & Insurance consulting practice, inspiring teams and clients alike
Provide strategic oversight and guidance to cross-functional teams delivering Financial Services & Insurance projects
Cultivate and maintain relationships with key stakeholders, including clients, partners, and industry leaders
Develop and promote Valtech’s perspectives on key trends and challenges within Financial Services
Publish whitepapers, contribute to industry reports, and represent Valtech’s voice on relevant topics
Build deep partnerships with Financial Services & Insurance clients, understanding their business challenges and delivering innovative solutions
Collaborate with Valtech’s global teams to co-create bespoke strategies that leverage emerging technologies and best practices
Drive business development and expand Valtech’s client base in Financial Services & Insurance
Mentor and grow a high-performing team of consultants specialized in Financial Services & Insurance

What we offer

Growth opportunities
A values-driven culture
International careers
The chance to shape the future of experience
An environment designed for continuous learning, meaningful impact, and professional growth
A workplace culture that fosters creativity, diversity and autonomy
A borderless, global framework, which enables seamless collaboration

Commercial Lending Senior Manager

The Senior Commercial Lending Manager role involves managing large-scale project...

Location

United States , Atlanta

Salary:

132098.00 - 234840.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's degree in business, computer science, a related field, or professional experience equivalent
8+ years of experience in the Financial Services Industry
5+ years in commercial lending
2+ years of experience leading or participating in IT projects supporting one or more of the following core banking functions: Bank modernization
Core financial services
Mergers, acquisitions, and divestitures
Wealth management
Governance, risk, and compliance
Consent order and response
Data and analytics

Job Responsibility

Manage large-scale projects with complex business or technical issues.
Operate as a technical expert or advisor for one or more applications.
Participate in (and may lead) projects where analysis of systems or data requires an in-depth evaluation of complex business process, system processes, and industry standards.
Regularly mentor and review work of less experienced employees.
Execute schedules, costs and documentation to ensure assigned projects come to successful conclusion.
Initiate corrective action to stay on project schedules.
Prepare project proposals, cost estimates and participate in sales and proposal presentations.
Assist with project initiation, project risk assessment, project team startup, project execution, and post-project review.
Participate and often lead process improvement task forces.
Contributor to the development of leading-edge consulting solutions.

What we offer

medical, dental, and vision insurance with an employer contribution
flexible spending or health savings account
life and AD&D insurance
short and long term disability coverage
paid time off
employee assistance
participation in a 401k program with company match
additional voluntary or legally-required benefits

Fulltime