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- Tasks: Lead the Retail Referrals Programme, ensuring effective delivery and alignment with business goals.
- Company: Join a forward-thinking wealth management firm focused on client impact.
- Benefits: Enjoy 30 days holiday, health insurance, pension contributions, and flexible cash allowances.
- Why this job: Make a real difference in financial advice while developing your career in a dynamic environment.
- Qualifications: Experience in business outcomes and strong decision-making skills required.
- Other info: Collaborative culture with opportunities for continuous improvement and career growth.
The predicted salary is between 55000 - 65000 ÂŁ per year.
Own the endâtoâend business delivery of the Retail Referrals Programme, working in partnership with the Project Lead (delivery execution) and Business Analyst (requirements, insight and design).
Translate Lloyds Wealth and Retail strategy into clearly defined business outcomes, scopes and success measures.
Provide clear business direction, priorities and decisionâmaking to support effective delivery.
Ensure initiatives align to distribution strategy, commercial objectives and customer needs for Lloyds Wealth target market.
Stakeholder engagement across Lloyds Wealth, Retail, Platform (Retail referrals program) and supporting functions to deliver outcomes within agreed capacity and funding.
Continuously improve the Lloyds Wealth client and colleague journeys associated with Retail Referrals.
Ensure journeys are clearly documented, understood and embedded across distribution teams and supporting functions.
Identify journey pain points, risks and opportunities, using insight and data to drive improvements in partnership with IP&I Performance & Insights team.
Ensure changes enhance client experience, adviser effectiveness and referral conversion outcomes.
Act as the guardian of journey integrity, ensuring changes remain aligned to intended outcomes over time.
Act as Business Lead / Product Owner for Retail Referralârelated capabilities, partnering with LBG Platform (Program) teams.
Own and prioritise the business backlog, ensuring delivery aligns to customer journeys, business outcomes and regulatory expectations.
Provide clear business requirements, acceptance criteria and outcomeâbased prioritisation.
Balance shortâterm tactical needs with longerâterm strategic platform evolution.
Represent Lloyds Wealth business interests in programme/platform governance, planning and delivery forums.
Act as the primary business point of contact across Lloyds Wealth, Retail and Platform teams for retail referrals.
Build strong relationships with senior stakeholders, influencing priorities and securing alignment across competing demands.
Work collaboratively with change, technology, operations and distribution leaders to deliver shared outcomes & concise reporting on delivery progress, risks, issues and benefits realisation.
Manage thirdâparty or internal supplier relationships where relevant, ensuring valueâled delivery.
Track and evidence adoption, journey performance and commercial impact of the Retail Referrals Programme.
Support governance forums with insightâled recommendations and decision support.
Ensure delivery remains aligned to conduct, risk and regulatory expectations.
Role model strong ownership, accountability and outcomeâfocused delivery behaviours.
Work collaboratively with the Project Lead and Business Analyst to create an effective, highâperforming delivery triad.
Support coordination of call listening, quality of referrals (including reviewing ineligible referrals) and conversion accelerators and task forces.
Coach and support colleagues involved in delivery to optimise performance and capability.
Foster collaboration across matrix teams, encouraging shared ownership and continuous improvement.
Celebrate delivery success and positive behaviours.
Proven experience owning business outcomes in complex, matrix environments.
Confident decisionâmaker, comfortable operating with ambiguity.
Strong understanding of business product ownership, journeyâled design and platform delivery models.
Experience working closely with technology and platform teams.
Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
Bonus Opportunity: Dependent on individual/company performance (eligible after 3 monthsâ service).
Financial Advice: Access to free financial advice to help secure your financial future.
Business Delivery Manager - Retail Referrals in Birmingham employer: Schroders Personal Wealth
Contact Detail:
Schroders Personal Wealth Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Business Delivery Manager - Retail Referrals in Birmingham
â¨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or at networking events. Ask them about their experiences and any tips they might have for landing a role at Lloyds Wealth.
â¨Tip Number 2
Prepare for the interview by understanding the Retail Referrals Programme inside out. Know the key metrics and success measures, and be ready to discuss how you can contribute to improving client journeys.
â¨Tip Number 3
Showcase your stakeholder engagement skills! Be ready to share examples of how you've influenced priorities and built relationships in previous roles. This will demonstrate your fit for the collaborative culture at Lloyds Wealth.
â¨Tip Number 4
Donât forget to apply through our website! Itâs the best way to ensure your application gets seen. Plus, keep an eye on new roles as they pop up â you never know when the perfect opportunity might arise!
We think you need these skills to ace Business Delivery Manager - Retail Referrals in Birmingham
Some tips for your application đŤĄ
Tailor Your Application: Make sure to customise your CV and cover letter to reflect the specific skills and experiences that align with the Business Delivery Manager role. Highlight your experience in managing complex projects and stakeholder engagement, as these are key to our success.
Showcase Your Achievements: Donât just list your responsibilities; share your achievements! Use quantifiable results to demonstrate how you've positively impacted previous projects or teams. This will help us see the value you can bring to the Retail Referrals Programme.
Be Clear and Concise: When writing your application, clarity is crucial. Use straightforward language and structure your thoughts logically. We appreciate a well-organised application that makes it easy for us to understand your qualifications and motivations.
Apply Through Our Website: We encourage you to apply directly through our website. This ensures your application reaches the right people and allows us to process it efficiently. Plus, youâll find all the latest roles and updates there!
How to prepare for a job interview at Schroders Personal Wealth
â¨Know the Retail Referrals Programme Inside Out
Before your interview, make sure you understand the ins and outs of the Retail Referrals Programme. Familiarise yourself with how it aligns with Lloyds Wealth's strategy and the key outcomes expected. This will help you speak confidently about how you can contribute to its success.
â¨Showcase Your Stakeholder Engagement Skills
Prepare examples that demonstrate your ability to engage and influence stakeholders effectively. Think about times when you've navigated complex relationships or managed competing demands. This is crucial for the role, so be ready to discuss your approach and the outcomes.
â¨Highlight Your Experience with Data-Driven Improvements
Since the role involves identifying journey pain points and using data to drive improvements, come prepared with specific examples of how you've used insights to enhance client experiences or operational efficiencies in previous roles. This will show your analytical skills and focus on outcomes.
â¨Demonstrate Your Decision-Making Confidence
The job requires a confident decision-maker who can operate amidst ambiguity. Be ready to discuss situations where you've had to make tough decisions quickly and how those decisions impacted the business positively. This will illustrate your capability to thrive in a dynamic environment.