Head of Change - UK Private Banking

  • Competitive + bonus + benefits
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • SEI Investments (Europe) Ltd.
  • 14 Jun 18 2018-06-14

Reporting to the UK COO, you will be responsible for managing all aspects of change within the SEI Europe Private Banking and wealth platform business unit. You will manage the change process form business case approval through to implementation, working with internal stakeholders, clients and partners to deliver successful change programs. You will provide project governance, best practice and resources to projects & initiatives across a range of business areas including operational improvements, regulatory agendas, product development and client change. You will lead and manage the on-boarding of new clients and the implementation of new services and technology

What you'll do:
SEI is continually developing its services and technology capability, managing the implications of change both to operations and the client experience is critical to the stability SEI’s on-going business in the UK.  Key strategic deliverables are scalability, proposition development, and process re-engineering.

In managing change, this role will define and lead a change management methodology & delivery within SEI to ensure continuity of service & that regulatory & business obligations remain consistent & compliant.

› The Head of Change Management is accountable for the successful delivery of UK Private Banking project activities and the management of the associated resources, work queues, practices and processes utilized by SEI to deliver change to the business and operation, including:

o Operating model change

o Client projects

o Implementations

o New service deployment

o Regulatory projects

o Oversight of wider change initiatives


› Responsible for the development of Change practices and culture in the UK. You will work in partnership with other teams in the UK and the US based technical teams to ensure and authorize successful installation of change management practices that include:

o Client and Operational readiness

o Change risk assessment and management

o Change impact assessment


› Design and the lead a change management competency footprint and capability in the UK

o Training and industry standards (e.g. Prince)

o Project reporting, business case documentation and approval process

o Workforce strategy (roles and skills)

o Provide MI and board reporting

Team Management
› Recruit, motivate, manage and develop the team including:

› Conduct an annual review to assess individual performance against objectives, identify strengths and development areas and set objectives/development opportunities over the coming year. This should be followed up with regular reviews to adjust /realign as appropriate

› Handle any employee related issues (performance, grievance, disciplinary, sickness, etc.) that may arise within the team in conjunction with HR

› Ensure we recruit the best talent available outlining job specifications and conducting any briefing sessions/interviews/assessments/feedback, etc. as required in conjunction with internal recruitment and in line with a revised technology workforce strategy

› Work with internal HR and recruitment to ensure continual development and retention of top talent within the team.

› Ensure compliance with relevant legislation in which the employee is based and company policy and procedures.

Best Practice:
› Adhere to all relevant FCA requirements and compliance

› Adhere to SEI policies and guidelines 

What you'll bring to the table:
› Credible wealth management and private banking industry experience. This should include a working knowledge of the industry dynamics, business strategies, products and operating platforms

› Extensive project management experience within a financial services and/or outsourcing environment

› Suitable qualification in project management: (Agile, P2 etc.)

› Successful implementation and client / asset migration project leadership experience

› Experience in managing organizational change.

› Demonstrated ability to lead a team of resources operating across different roles and sets of activities.

› SEI and platform experience very beneficial

› Proven ability to lead the assessment and redesign of business processes

› Ability to be credible in communications with executives

SEI is an equal opportunities employer

About SEI
Now in its 50th year of business, SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of March 31, 2018, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $869 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $335 billion in assets under management and $530 billion in client assets under administration. For more information, visit seic.com.

About the SEI Wealth Platform
The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. The SEI Wealth Platform supports trading and transactions on 158 stock exchanges in 56 countries and 43 currencies, through the use of straight-through processing and a single operating infrastructure environment. For more information, visit: seic.com/wealthplatform.