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For Companies At a Glance
- Tasks: Oversee the Transformation Office, ensuring quality and governance in projects.
- Company: Join Rathbones, a trusted leader in investment and wealth management for generations.
- Benefits: Enjoy a diverse workplace, meaningful work, and opportunities for growth.
- Why this job: Be part of a responsible team making a lasting impact on clients and society.
- Qualifications: Experience in Change & Transformation, project management, and senior-level communication required.
- Other info: Flexible locations in Glasgow, London, or Liverpool; permanent contract.
The predicted salary is between 48000 - 72000 £ per year.
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.
The Role
- Responsible for the administration of the Transformation Office (TO), which includes benefits oversight, quality assurance, standards, principles, process, RACI and management activities required to support the Transformation programme.
- Support the Heads of Delivery, Programme and Project Managers through the provision of governance guidance and the quality assurance of programmes.
- Act as deputy for the TO Manager where needed.
- Significant experience working within an Exec-facing Change & Transformation function.
- Experience of managing projects, including budgets.
- Operates and communicates at a senior level within the business.
- Acts as main liaison point between the TO team and GEC / Finance.
- Takes accountability for designing and delivering improvements to the TO function / framework to enhance the TO service catalogue.
- Acts as main liaison with Finance for the Change & Transformation budget.
Outcomes of the Role
- Maintain a 5-year roadmap view of the strategic transformation programme to aid Exec-level progress monitoring as well as evaluation of performance and benefits realisation against strategic objectives.
- Support the regular impact assessment of the current portfolio and the addition of any new initiatives as well as changes to existing initiatives.
- Maintain a Quality Assurance Framework across the Transformation programmes.
- Conduct regular reviews and ad-hoc checks ensuring that audit requirements (both internal and external) as well as delivery standards are met.
- Ensure operational controls are in place & being adhered to for the monitoring of investment and the validation of delivered benefits.
- Contribute to the implementation and regular review of controls, processes, artefacts and guidelines underpinning the overall programme management framework.
- Monitor adherence to the Change Management Framework and the maintenance of accurate and timely programme data.
- Support the maintenance of the repository for templates, tools and guidance.
- Provide training for TO as well as Business-led delivery around the firm to ensure consistency across departments.
- Regular administration of the Demand & Priority Management process, ensuring that initiatives are documented with relevant strategic alignment, risk, cost, benefit and timeline criteria.
- Analyse and maintain a forward-looking in-flight transformation programme view.
- Carry out assurance activities and follow-up on recommendations / action plans where applicable.
- Maintain a transformation programme budget baseline, current cost position and expected final budget information.
- Document and track overall budget spend profile (planned vs. actual).
- Maintain an aggregate view of key risks, issues and dependencies across the scope led by the Head of Programme.
- Provide guidance to programme managers on status reporting (finance, risk, schedule, etc…).
- Build & manage relationships within the transformation office as well as the Business-led delivery teams.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
Senior Transformation Office Analyst employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Transformation Office Analyst
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Senior Transformation Office Analyst role. Understanding the nuances of benefits management, quality assurance, and stakeholder management will help you articulate your relevant experience during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those involved in transformation projects. Engaging with current employees at Rathbones can provide insights into the company culture and expectations for the role.
✨Tip Number 3
Prepare to discuss your experience with governance frameworks and project management methodologies. Highlighting specific examples where you've successfully implemented or improved processes will demonstrate your capability for this senior position.
✨Tip Number 4
Stay updated on industry trends related to change management and transformation. Being knowledgeable about current best practices will not only impress during interviews but also show your commitment to continuous improvement in the field.
We think you need these skills to ace Senior Transformation Office Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Senior Transformation Office Analyst position. Understand the key responsibilities and required skills, as this will help you tailor your application effectively.
Tailor Your CV: Customise your CV to highlight relevant experience in change management, project oversight, and governance. Use specific examples that demonstrate your ability to operate at a senior level and manage budgets, as these are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also reflects your understanding of Rathbones' values and commitment to responsible wealth management. Mention how your experience aligns with their goals and how you can contribute to their transformation programme.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects attention to detail, which is essential for the Senior Transformation Office Analyst role.
How to prepare for a job interview at Rathbone Brothers
✨Understand the Transformation Office
Familiarise yourself with the role of the Transformation Office and its objectives. Be prepared to discuss how your experience aligns with their goals, particularly in governance and quality assurance.
✨Showcase Your Project Management Skills
Highlight your experience in managing projects, especially those involving budgets and senior-level communication. Prepare examples that demonstrate your ability to oversee complex initiatives and ensure adherence to standards.
✨Prepare for Executive-Level Interaction
Since this role involves liaising with executives, practice articulating your thoughts clearly and confidently. Be ready to discuss how you can support executive decision-making through effective reporting and stakeholder management.
✨Emphasise Continuous Improvement
Discuss your approach to continuous improvement in processes and frameworks. Share specific instances where you've contributed to enhancing operational efficiency or quality assurance in previous roles.
