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- Tasks: Lead transformative projects in Client Lifecycle Management and KYC platforms.
- Company: Join a leading investment bank driving innovation in financial services.
- Benefits: Enjoy a competitive daily rate, hybrid work model, and dynamic team environment.
- Why this job: Be at the forefront of technology change, enhancing compliance and client experience.
- Qualifications: Experience in CLM/KYC transformation and strong stakeholder management skills required.
- Other info: Initial 6-month contract with potential for extension.
The predicted salary is between 156000 - 216000 £ per year.
We are seeking a dynamic CLM Platforms Change Manager to drive strategic technology and business transformation initiatives across our Client Lifecycle Management (CLM) and Know Your Customer (KYC) platforms, with a strong focus on regulated applications. This role is pivotal in ensuring seamless integration of process and platform changes that enhance compliance, efficiency, and client experience.
Role Responsibilities
- Lead large-scale technology and business change programs impacting CLM and KYC platforms.
- Manage the end-to-end rollout of system upgrades and process enhancements.
- Define and implement frameworks to ensure seamless transition and change adoption across CLM Operations.
- Develop strategic roadmaps to enhance performance, scalability, and usability of integrated CLM applications.
- Identify and implement opportunities for platform modernisation and automation, including the use of robotics and workflow optimisation.
- Conduct gap analyses and define business and technical requirements for platform enhancements.
- Lead user acceptance testing (UAT) strategy, planning and resource forecasting.
- Ensure accurate downstream data integration and resolve inconsistencies across multiple CLM datasets.
- Oversee the design and testing of disaster recovery (DR) and business continuity plans (BCP).
- Monitor and escalate project risks relating to timelines, resources, or dependencies to senior leadership.
Key Skills & Qualifications
- Proven experience leading transformation initiatives within CLM/KYC environments in investment banking.
- Hands-on experience with Fenergo or similar CLM/KYC platforms.
- Strong understanding of client onboarding, regulatory compliance (AML, FATCA, MiFID II), and KYC frameworks.
- Excellent stakeholder management skills and the ability to engage at all levels of the organisation.
- Proficiency in project/change management methodologies (Agile, Waterfall).
- Strong analytical skills, with experience in business process design, automation, and performance improvement.
- Experience with data integration, attribute mapping, and reconciliation across large data sets.
- Exceptional communication skills, both written and verbal.
Package: ~6 month initial contract ~£780 p/day inside IR35 ~ Hybrid (3x week in London)
Director - Data Transformation employer: Intec Select
Contact Detail:
Intec Select Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director - Data Transformation
✨Tip Number 1
Network with professionals in the investment banking sector, especially those who have experience with CLM and KYC platforms. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in data transformation.
✨Tip Number 2
Familiarise yourself with Fenergo and similar platforms by exploring online resources, tutorials, or forums. Understanding the technical aspects of these systems will give you an edge during discussions with hiring managers.
✨Tip Number 3
Prepare to discuss your previous experiences leading transformation initiatives. Be ready to share specific examples of how you've successfully managed change in CLM/KYC environments, focusing on measurable outcomes and stakeholder engagement.
✨Tip Number 4
Stay updated on regulatory changes affecting client onboarding and compliance. Being knowledgeable about AML, FATCA, and MiFID II will demonstrate your commitment to the role and your ability to navigate complex regulatory landscapes.
We think you need these skills to ace Director - Data Transformation
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in transformation initiatives within CLM/KYC environments. Use specific examples that demonstrate your hands-on experience with platforms like Fenergo and your understanding of regulatory compliance.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your motivation for applying to this role. Emphasise your leadership skills in managing large-scale change programs and your ability to engage stakeholders at all levels.
Showcase Analytical Skills: In your application, provide examples of how you've conducted gap analyses and defined business requirements for platform enhancements. Highlight any experience you have with user acceptance testing and data integration.
Highlight Communication Skills: Since exceptional communication is key for this role, ensure your application reflects your strong written and verbal communication skills. Consider including instances where you've successfully communicated complex ideas to diverse audiences.
How to prepare for a job interview at Intec Select
✨Showcase Your Transformation Experience
Be prepared to discuss specific examples of transformation initiatives you've led, particularly within CLM or KYC environments. Highlight your role in these projects and the impact they had on compliance and efficiency.
✨Demonstrate Stakeholder Management Skills
Since this role requires excellent stakeholder management, think of instances where you've successfully engaged with various levels of an organisation. Be ready to explain how you navigated challenges and built relationships.
✨Understand Regulatory Frameworks
Brush up on your knowledge of regulatory compliance frameworks like AML, FATCA, and MiFID II. Be ready to discuss how these regulations influence CLM processes and how you've ensured compliance in past roles.
✨Prepare for Technical Questions
Expect questions about your hands-on experience with platforms like Fenergo. Be ready to discuss technical aspects such as data integration, attribute mapping, and your approach to user acceptance testing (UAT).
