Director, Strategic Investment Partnering - LBCM in Edinburgh

We support flexible working – click here for more information on flexible working options.

Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.

About This Opportunity

We’re seeking a Director, Strategic Investment Partnering to help shape how Lloyds Bank Corporate Markets (LBCM) and the Markets Platform invest. The role supports delivery of a clear growth strategy through to 2030 and our ambition to become the UK’s leading bank for Debt, Cash and Risk. Significant investment is being made in both technology and people to expand the LBCM franchise in a balanced and sustainable way. You’ll work at the intersection of strategy, investment management, finance and delivery. Collaborating with senior leaders across Product, Coverage, Platform, Finance and Investment Management, you'll translate CIB’s North Star into a coherent, prioritised and value‑focused investment portfolio. This role sits within our Strategic Cost & Investment team, which leads the Divisional‑level Investment Portfolio for our Corporate & Institutional Bank (CIB). You’ll act as a senior strategic partner on complex, multi‑year investment decisions. Your focus will be on enabling growth, strengthening capability and delivering strong customer, commercial and risk outcomes, aligned to our purpose of Helping Britain Prosper.

Key accountabilities

• Strategic investment portfolio ownership – Shape and evolve the LBCM & Markets Platform investment portfolio. Ensure alignment to strategic priorities and an appropriate balance between growth, efficiency, resilience and risk, while managing portfolio‑level risks, interdependencies and constraints through effective governance.
• Senior partnering and influence – Partner with senior decision‑makers across Business, Platform, Finance and Investment Management. Provide insight, constructive challenge and financial perspective to support prioritisation, trade‑offs and investment decisions.
• Investment case development and standards – Drive the development of high‑quality investment cases. Ensure costs, benefits, risks and assumptions are robust, transparent and aligned to agreed planning and investment standards.
• Future capability and operating model considerations – Identify future‑state capability, resourcing and operating model needs. Support informed decisions on people, technology and structural changes needed to deliver LBCM’s growth ambitions.
• Portfolio governance and oversight – Support effective portfolio‑level governance by managing interdependencies, risks and constraints. Enable executive forums with clear recommendations and concise articulation of strategic and financial implications.

What We Need From You

• Strategic, commercial and financial judgement (5+ years) - Demonstrable application of strategic and commercial judgement in complex environments. Strong financial competence, with the ability to turn complex information into clear options and recommendations for senior leaders.
• Strong experience in CIB, LBCM or Markets environments (5+ years) - Experience working within, or closely alongside, Corporate & Institutional Banking, LBCM or Markets businesses. A strong understanding of relevant products, platforms, systems and processes.
• Senior partnering and influence - Proven ability to build credible relationships at senior level. Comfortable providing challenge, navigating conflicting priorities and influencing across a matrix to drive alignment.
• Decision‑making and accountability in uncertain environments - A track record of making and standing behind investment or strategic decisions in conditions of uncertainty. Experience influencing outcomes through others across complex, cross‑functional environments.
• Governance, delivery and control - Strong experience in portfolio governance, planning, tracking and reporting. Able to manage risks, issues and dependencies through appropriate governance mechanisms.
• Broad change and analytical capability - Experience across operating model build, process transformation and digital or technology change, with the ability to communicate analysis clearly to senior audiences.

This Is A Place For You

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Ready to make an impact? Apply today!

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.