Client Intelligence Manager

Join us as Client Intelligence Manager and drive the strategy, development and roll out of PBWM client intelligence tooling. The aim of the tooling is to empower our relationship managers and business development teams in identifying new HNW/UHNW client opportunities and learn relevant information on existing clients. Ultimately this will bring about better client experience and business commerciality.

Challenges

Developing capabilities that can extend to the broad remit of our PBWM businesses – global and identifying deeper information on individuals across the wealth spectrum To bring on board and manage the most relevant data sources e.g. databases of wealthy individuals, company data, land registry Driving communication and interest across the business user teams

Upcoming projects

Current tool development and delivery

To be successful as a Client Intelligence Manager, you should have:

Direct experience delivering technology solutions — youve taken ideas from concept through to launch and understand what it takes to build tools that people actually useClear and confident communication skills, with the ability to gather and refine requirements, support tool rollout, engage stakeholders, and bridge the gap with development teamsA thoughtful, practical approach to decision-making, especially when managing third-party vendors and balancing priorities across multiple deliverables

Some other highly valued skills may include:

Experience working with global data sets, such as company registries or corporate ownership dataFamiliarity with Private Banking or Wealth Management businesses and their client needsExcellent attention to detail, especially when working with complex data or supporting decision-making processes

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in London or Glasgow.

Purpose of the role

To manage change projects that help the organisation achieve its strategic objectives, while ensuring that projects are delivered on time, within budget, in control and in compliance with regulatory requirements and internal policies and procedures.

Accountabilities

Management of change projects within the organisation, ensuring that they are delivered on time, within scope, budget, and to the required quality standards.Development and management of project plans that outline the scope, objectives, timelines, and resource requirements for change projects.Communication with stakeholders, including senior management, project teams, and external partners, to ensure that they are informed about project progress and that their needs and expectations are being met.Management of project teams, ensuring that they are properly resourced and that they have the necessary skills and expertise to deliver on project objectives.Management of project budgets, ensuring that projects are delivered within the agreed budget.Creation of reports on project progress to ensure that proposed solutions are delivered on time and within budget.Management of project risks, ensuring that risk, assumptions, issues and dependencies are identified, assessed, and mitigated as necessary.Facilitation of change management activities, including training and communication, to ensure that change projects are successfully implemented and embedded in the organisation.

Vice President Expectations

To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..If managing a team, they define jobs and responsibilities, planning for the departments future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.Manage and mitigate risks through assessment, in support of the control and governance agenda.Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.Adopt and include the outcomes of extensive research in problem solving processes.Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.