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- Tasks: Lead the design and development of SJP's investment strategy and operating model.
- Company: Join St. James's Place, a diverse employer committed to inclusivity and community support.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Be at the forefront of investment innovation while making a real impact in wealth management.
- Qualifications: Experience in asset management design, financial analysis, and strong communication skills required.
- Other info: CFA qualification is a plus; embrace digital transformation in a dynamic industry.
The predicted salary is between 43200 - 72000 £ per year.
This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
The role: To lead on the design and development of the business strategy and future operating model for SJP's Investment proposition.
What you'll be doing:
- Evaluate current system and operational set up and benchmark against industry standards to identify effectiveness.
- Lead engagement with fund managers, industry peers and solutions providers on future solutions for wealth management and asset management.
- Determine efficiency drivers to reduce risk, cost and increase profitability of the investment proposition.
- Design options for future state to address current issues, improve client outcomes and deliver 2030 strategy.
- Stay up to date on evolutions in technology and industry trends to keep SJP at the forefront of development as an asset owner and manager.
- Support the Investments COTO with design and implementation of the five-year plan, working with the Head of Planning and Performance to compile the business case.
Who we're looking for:
Essential experience
- Proven experience in operating model design within asset or wealth management, with a strong understanding of investment propositions, industry regulations, trends, and technological advancements.
- Strong financial management experience, with expertise in cost efficiency analysis, risk reduction strategies, and profitability optimisation to enhance operational support for the investment proposition.
- Excellent analytical and problem-solving skills, with the ability to drive strategic transformation and engage senior stakeholders, including Board-level presentations.
- Ability to identify and capitalise on innovative opportunities within asset and wealth management, leveraging industry trends and strategic insights to improve client outcomes and investment offerings.
- Strong communication and collaboration skills, with the ability to work both autonomously and within cross-functional teams to drive impactful change.
Desirable experience
- CFA qualification or equivalent is desirable.
- Experience in digital transformation and technology solutions in asset management.
- Exposure to global investment markets and multi-asset investment structures.
- Proven ability to adapt quickly to new areas and learn on the job.
Investments Transformation Manager employer: St. James's Place
Contact Detail:
St. James's Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investments Transformation Manager
✨Tip Number 1
Network with professionals in the asset and wealth management industry. Attend relevant conferences, webinars, or local meetups to connect with potential colleagues and industry leaders who can provide insights into the role and company culture.
✨Tip Number 2
Stay updated on the latest trends in investment strategies and technology. Follow industry publications, blogs, and podcasts to gather knowledge that you can discuss during interviews, showcasing your passion and expertise.
✨Tip Number 3
Prepare to demonstrate your analytical and problem-solving skills through real-world examples. Think of specific instances where you've successfully led transformation projects or improved operational efficiency, as these will resonate well with the hiring team.
✨Tip Number 4
Familiarise yourself with St. James's Place's values and mission. Understanding their commitment to inclusivity and client outcomes will help you align your responses during interviews and show that you're a good cultural fit for the organisation.
We think you need these skills to ace Investments Transformation Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in operating model design within asset or wealth management. Emphasise your understanding of investment propositions and any specific achievements that demonstrate your expertise in financial management.
Craft a Compelling Cover Letter: In your cover letter, address how your skills align with the role's requirements. Discuss your experience with cost efficiency analysis and risk reduction strategies, and provide examples of how you've driven strategic transformation in previous roles.
Showcase Analytical Skills: Include specific examples in your application that demonstrate your analytical and problem-solving skills. Highlight instances where you successfully engaged senior stakeholders or presented to Board-level audiences.
Research Industry Trends: Familiarise yourself with current trends in technology and asset management. Mention any relevant insights in your application to show that you are proactive and knowledgeable about the industry, which will set you apart from other candidates.
How to prepare for a job interview at St. James's Place
✨Showcase Your Industry Knowledge
Make sure to demonstrate your understanding of the asset and wealth management industry. Discuss recent trends, technological advancements, and regulatory changes that could impact the investment proposition at St. James's Place.
✨Prepare for Strategic Discussions
Be ready to engage in conversations about strategic transformation. Think about how you can drive efficiency and profitability within the investment proposition, and prepare examples of how you've successfully implemented similar strategies in the past.
✨Highlight Your Analytical Skills
Since the role requires strong analytical abilities, be prepared to discuss specific instances where you've used data to inform decision-making. Bring examples of how your analytical skills have led to improved client outcomes or operational efficiencies.
✨Demonstrate Collaboration and Communication
This position involves working with cross-functional teams and engaging senior stakeholders. Prepare to share experiences where you've successfully collaborated with others, particularly in high-stakes environments, and how you effectively communicated complex ideas.
