Advisory and Wealth Planning Journey Lead

Unlock Your Potential in Wealth Planning Leadership at Barclays

Barclays presents an exciting opportunity for a driven and strategic individual to step into the role of Advisory and Wealth Planning Journey Lead. This position is central to shaping and executing the Advisory Strategy for the esteemed Private Bank. If you're passionate about client-centric solutions, operational excellence, and driving transformative change within a leading financial institution, this role offers a compelling platform for your career advancement.

Key Advantages for Your Career Path:

• Strategic Impact: You will be at the forefront of defining and delivering the Advisory and Wealth Planning strategy. This involves acting as a vital link between business objectives, operations, and technology, ensuring seamless execution and a clear path towards achieving critical goals.
• Cross-Functional Collaboration: This role demands extensive collaboration with senior COO leadership, Tribes, and product leaders. This exposure will broaden your understanding of the bank's intricate workings and hone your stakeholder management skills.
• Global Reach and Influence: You'll have the opportunity to contribute to a plan that maximizes global impact, requiring you to balance the diverse commercial, client, and regulatory needs of a multi-geographic organization.
• End-to-End Ownership: Take full responsibility for the platform's strategy, design, execution, and ongoing management. This includes ensuring a stable, scalable, and regulatory-compliant environment that directly enhances client experience and banker efficiency.
• Continuous Improvement and Innovation: Drive the platform's strategy and change agenda, actively seeking innovative solutions to differentiate, streamline, and de-risk. Your insights will be crucial in leveraging KPIs and data to measure effectiveness and champion improvements.
• Professional Development: The role implicitly emphasizes continuous learning and skill development. You'll be encouraged to develop others, act as a subject matter expert, and advise key stakeholders, all contributing to your growth as a leader.

Key Considerations for Aspiring Candidates:

• Experience in Advisory & Wealth Planning: A foundational understanding or prior experience in Advisory & Wealth Planning is essential. This will allow you to hit the ground running and contribute effectively from day one.
• Program Delivery Expertise: Demonstrated success in managing complex technology or product-related initiatives is crucial. Your ability to navigate intricate programs and re-prioritize amidst evolving landscapes will be paramount.
• Navigating Complexity: The ability to effectively balance competing demands – commercial objectives, client needs, and stringent regulatory requirements across multiple geographies – is a core competency for success.
• Strong Analytical and Critical Thinking: An ownership mindset and robust critical thinking acumen are vital. You'll need to analyze complex situations, develop innovative solutions, and influence strategic decisions.
• Private Banking Acumen (Highly Valued): Prior experience within the Private Banking industry will be a significant asset, providing a nuanced understanding of the sector's unique dynamics.
• Agile Methodologies (Highly Valued): Familiarity with agile processes and how to optimize them for success will be beneficial in driving efficient and adaptable project delivery.
• Barclays Ecosystem Knowledge (Valued): Knowledge of Barclays' internal applications, particularly those used by Wealth and Private Bank businesses, can provide an advantage in understanding existing infrastructure and future integration.
• Location Flexibility: This role offers the flexibility to be based out of either London or Glasgow, providing options for candidates in different regions.

This role is more than a job; it's a career-defining opportunity to shape the future of wealth planning at Barclays. By joining this team, you will be instrumental in delivering exceptional client outcomes and contributing to the bank's strategic vision. Embrace the challenge, leverage your expertise, and make a tangible difference in the world of wealth management.