At a Glance
- Tasks: Lead transformation investments and manage a £1 billion portfolio for strategic outcomes.
- Company: Join a leading bank focused on innovation and customer success.
- Benefits: Enjoy competitive pay, career growth opportunities, and a dynamic work environment.
- Why this job: Make a real impact in financial services while working with senior stakeholders and a talented team.
- Qualifications: Experience in financial services, strategic management, and strong leadership skills required.
- Other info: This role offers the chance to shape the future of banking through transformation initiatives.
The predicted salary is between 72000 - 108000 £ per year.
Join us as a Head of Transformation Investments and Portfolio Management. This is a high-profile role which will see you co-ordinating the annual investment portfolio planning and backlog prioritisation cycle, balancing strategic outcome, cost and benefit, delivering in support of the overall Transformation plan.
We'll look to you to ensure the bank-wide investment portfolio and execution are aligned to the bank's purpose, strategy and risk appetite, with responsibility to manage the oversight of the Property, Suppliers & Investments (PSI) transformation portfolio and the allocation of portfolio and change resources onto the department priorities.
You'll work with bank-wide senior stakeholders and lead, develop, and line manage a professional, capable and engaged team to meet the needs of the business and customers.
What you'll do
- You'll play a key role in Group Investments, being responsible for managing the Investment portfolio of over £1 billion.
- You'll be leading change delivery within the department.
- Working in partnership with bank-wide senior stakeholders in Group Strategy, Finance and Business Leaders, you'll ensure alignment between strategic outcomes and the investment portfolio, making recommendations on what should be accelerated or decelerated.
- You'll also oversee the forward-looking Transformation plan and transition states and provide validation that investment initiatives support the overall plan.
- We'll look to you to manage the deployment of portfolio and change resources across PSI.
- Establish and manage a transformation plan prioritisation forum, reviewing performance of outcomes and recommending adjustments to the investment plan as appropriate.
- Manage the oversight of the Strategic Investment portfolio, ensuring tight review of the investment process and managing the stage-gate funding decisions.
- Support the establishment of bank-wide business and technical architecture in partnership with key stakeholders.
- Lead a strategic portfolio of programmes, taking accountability for all programme plans, controls and resource plans, including its progress overall.
- Manage the strategic alignment process to the bank-wide strategy, ensuring resource is focused on the right place for department and bank-wide success.
The skills you'll need
- We're looking for someone with an established background in the financial services with an understanding of its key industry drivers and trends.
- You'll have significant experience of strategic management and leadership in a highly complex financial services environment.
- We'll expect you to have experience of developing best practices and methods, strategic advocacy, and developing innovation and partnerships.
- We'll also expect you to have strong networking, stakeholder management, and influencing skills at a senior level.
- You'll also need to be a detail-oriented individual with strong financial literacy.
- Experience of successfully leading and motivating teams, with the ability to drive a strong performance culture.
- Experience of delivering strategic programmes that support the business strategy and its growth agenda.
- Strong influencing and relationship management skills with the ability and confidence to challenge opinions and construct a compelling argument to support an opinion.
- Knowledge of financial services industry trends, development initiatives, architectural evolution, and innovation.
- Knowledge of change frameworks and methodologies.
- A background in managing and controlling costs to a budget.
Head of Transformation Investments and Portfolio Management employer: NatWest Group
Contact Detail:
NatWest Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Transformation Investments and Portfolio Management
✨Tip Number 1
Network with professionals in the financial services sector, especially those who have experience in transformation investments. Attend industry events or webinars to connect with potential colleagues and stakeholders, as building these relationships can give you insights into the role and the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and developments in financial services, particularly around investment portfolio management and transformation strategies. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully led teams and managed strategic programmes in previous roles. Highlight your ability to influence senior stakeholders and drive performance, as these are key skills for the Head of Transformation Investments and Portfolio Management position.
✨Tip Number 4
Research StudySmarter's values and mission to align your approach with our organisational goals. Understanding our purpose will help you articulate how your experience and vision can contribute to our transformation plan during discussions with us.
We think you need these skills to ace Head of Transformation Investments and Portfolio Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, strategic management, and leadership. Use specific examples that demonstrate your ability to manage large investment portfolios and lead teams effectively.
Craft a Compelling Cover Letter: In your cover letter, explain why you are the perfect fit for the Head of Transformation Investments and Portfolio Management role. Discuss your understanding of industry trends and how your skills align with the bank's strategic goals.
Highlight Relevant Experience: When detailing your work history, focus on your achievements in managing transformation projects and investment portfolios. Use metrics to quantify your success, such as the size of portfolios managed or improvements in team performance.
Showcase Stakeholder Management Skills: Emphasise your experience in networking and stakeholder management. Provide examples of how you've influenced senior stakeholders and led cross-functional teams to achieve strategic objectives.
How to prepare for a job interview at NatWest Group
✨Showcase Your Strategic Vision
In this role, you'll need to demonstrate a clear understanding of strategic management. Be prepared to discuss your vision for aligning the investment portfolio with the bank's overall strategy and how you would prioritise initiatives to drive transformation.
✨Highlight Your Financial Acumen
Given the significant financial responsibilities, it's crucial to showcase your financial literacy. Prepare examples of how you've managed large budgets or investment portfolios in the past, and be ready to discuss your approach to cost control and resource allocation.
✨Demonstrate Stakeholder Management Skills
You'll be working closely with senior stakeholders, so it's important to illustrate your experience in stakeholder management. Share specific instances where you've successfully influenced decisions or navigated complex relationships to achieve strategic outcomes.
✨Prepare for Change Management Discussions
As the Head of Transformation, you'll need to be well-versed in change frameworks and methodologies. Be ready to discuss your experience in leading change initiatives, including how you've motivated teams and driven a performance culture during transitions.