SEI's Fiduciary Management team is seeking to hire a Director in the Client Strategy Team. The key objectives of this role are to lead on all aspects of SEI service delivery to clients as primary contact and client advocate within SEI; to provide timely and relevant advice to SEI's clients, a cornerstone of SEI's Fiduciary Management proposition; to help grow SEI's Fiduciary Management business through effective client and prospect relationship management. What you will do: You will provide advice to support institutional clients, including but not limited to defined benefit pension scheme trustees in establishing their fundamental investment beliefs Ensure the establishment and ongoing maintenance of appropriate documentation such as the Fiduciary Management Agreement (FMA) and internal Investment Governance Document (IGD) to fit clients' governance requirements and enable SEI to fulfil its duties Support and assist the sales process by providing input into RFPs, contribute to development of presentation materials and present in person to trustee board/CEO/CFO level Advise SEI clients on investment strategy taking into account factors such as risk tolerance, funding policy, investor sophistication, client constraints and nature and term of the liabilities. Deliver recommendations to clients in relation to: Setting of risk budget Spending the risk budget through establishing an appropriate long term investment strategy A 'Journey Plan' framework to support agreed investment objectives; Liability hedging Advise on and maintain the SIP accordingly as required either as a result of regulatory changes or changes to the investment strategy Report back on client's success in achieving investment objectives on a regular basis. This includes; Assessing the performance of the strategy and structure decisions Assessing performance against a liability or goals-based measure Discussing positioning and contribution to performance of the investment decisions taken by SEI Work collaboratively with colleagues internally and with clients as appropriate to deliver emerging investment opportunities Represent SEI through participation in roundtable events, seminars, conferences, media interviews and develop thought leadership in areas of strategic interest to Institutional investors Interact positively with other areas of Asset Management and the wider business to enable client feedback and needs to be known and addressed All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training. What we need from you: Experience within the financial services industry (fiduciary management, investment consulting, fund management, investment banking or asset management) Strong technical knowledge of pension finance and investments Substantial pension scheme investment strategy experience Deep investment knowledge across multiple asset markets Excellent presentation and client influencing skills Regulatory Requirements: SMCR Category This role is identified as a Certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set by the FCA. Qualifications required under MiFID II It is essential that you hold or are working towards one of the below qualifications. If not, it is essential that you are willing to undertake and complete one of these qualifications: FIA (Fellow of the Faculty & Institute of Actuaries) AIA FIA (Associate of the Faculty & Institute of Actuaries) CFA (Chartered Financial Analyst) Level 4 Investment Management Certificate Unit 1 Investment Environment What we would like from you: Excellent communication and technical skills, thinking outside the box to find solutions for the client Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information SEI's competitive advantage: To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about. We are a technology and asset management company delivering on our promise of building brave futures ( SM) -for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit. SEI Investments (Europe) Ltd ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
Mar 14, 2024
Full time
SEI's Fiduciary Management team is seeking to hire a Director in the Client Strategy Team. The key objectives of this role are to lead on all aspects of SEI service delivery to clients as primary contact and client advocate within SEI; to provide timely and relevant advice to SEI's clients, a cornerstone of SEI's Fiduciary Management proposition; to help grow SEI's Fiduciary Management business through effective client and prospect relationship management. What you will do: You will provide advice to support institutional clients, including but not limited to defined benefit pension scheme trustees in establishing their fundamental investment beliefs Ensure the establishment and ongoing maintenance of appropriate documentation such as the Fiduciary Management Agreement (FMA) and internal Investment Governance Document (IGD) to fit clients' governance requirements and enable SEI to fulfil its duties Support and assist the sales process by providing input into RFPs, contribute to development of presentation materials and present in person to trustee board/CEO/CFO level Advise SEI clients on investment strategy taking into account factors such as risk tolerance, funding policy, investor sophistication, client constraints and nature and term of the liabilities. Deliver recommendations to clients in relation to: Setting of risk budget Spending the risk budget through establishing an appropriate long term investment strategy A 'Journey Plan' framework to support agreed investment objectives; Liability hedging Advise on and maintain the SIP accordingly as required either as a result of regulatory changes or changes to the investment strategy Report back on client's success in achieving investment objectives on a regular basis. This includes; Assessing the performance of the strategy and structure decisions Assessing performance against a liability or goals-based measure Discussing positioning and contribution to performance of the investment decisions taken by SEI Work collaboratively with colleagues internally and with clients as appropriate to deliver emerging investment opportunities Represent SEI through participation in roundtable events, seminars, conferences, media interviews and develop thought leadership in areas of strategic interest to Institutional investors Interact positively with other areas of Asset Management and the wider business to enable client feedback and needs to be known and addressed All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training. What we need from you: Experience within the financial services industry (fiduciary management, investment consulting, fund management, investment banking or asset management) Strong technical knowledge of pension finance and investments Substantial pension scheme investment strategy experience Deep investment knowledge across multiple asset markets Excellent presentation and client influencing skills Regulatory Requirements: SMCR Category This role is identified as a Certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set by the FCA. Qualifications required under MiFID II It is essential that you hold or are working towards one of the below qualifications. If not, it is essential that you are willing to undertake and complete one of these qualifications: FIA (Fellow of the Faculty & Institute of Actuaries) AIA FIA (Associate of the Faculty & Institute of Actuaries) CFA (Chartered Financial Analyst) Level 4 Investment Management Certificate Unit 1 Investment Environment What we would like from you: Excellent communication and technical skills, thinking outside the box to find solutions for the client Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information SEI's competitive advantage: To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about. We are a technology and asset management company delivering on our promise of building brave futures ( SM) -for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit. SEI Investments (Europe) Ltd ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
Overview / Responsibilities Wood currently has an EOI for a TAR Manager. To lead the Shutdown Team in the delivery of flawless Turnarounds with the goal of excellence for the Client Organisation The Turnaround Event Manager is in charge of Turnarounds for a particular asset, site, area or facility, and has the responsibility, accountability and authority for planning, coordinating and execution of high complexity Maintenance Turnaround events to sustain, improve and restore the Technical Integrity and Reliability / Availability. This includes developing the budgets, staffing plans, schedules and durations of all assigned T/A events as well as implementing an overall T/A Safety Planning process for each event. The incumbent works with the work preparer, planners, T/A Coordinators, Project Managers, Field Superintendants, Client Operations and Discipline Engineering focconstructional points to assure safe and effective execution of the agreed Turnaround scopes as per the agreed budget and schedule and in accordance with the best practices and HSSE standards. One of the key priorities will be to minimise Turnaround deferment while safeguarding technical integrity. His responsibilities for preparation and the execution of the TA event imply working closely with the Facility Manager who remains overall accountable for turnaround delivery. Scope of role includes all aspects of TA planning and performance, including strategic planning, shutdown, decon, maintenance, project execution, commissioning, and restart; and lookbacks for learnings and future planning. Direct report staff : Turnaround team; depending on OU's 5 to 15 (number may vary depending on the T/A long term plan , and the phase of T/A execution Report functionnaly to the Regional T/A Director and is a member of the Global T/A network HSSE: To act at all times in accordance with the Policy on Health, Safety and Environment and proactively manage all turnaround activities accordingly. Ensure competence of staffs on HSSE requirements. Integrated activity Planning : Participate in the establishement of the long term Integrated TA requirement, Manage the T/A strategy in particular to periodically review the T/A execution strategy and interval, Prepare Driver Sheet for all T/A and manage the T/A preparation and execution processe Accountable for planning and execution of all T/A events in the OU o Incorporates best practices and learnings from previous events o Development of the staffing plan to plan and execute the assigned turnaround o Ensure all scope is captured : maintenance, local and major capital projects, turnaround projects, and other program work (CUI, PMI, etc.), and are integrated into a single schedule for execution. o Develop tghe T/A Milestone schedule including all optimization actions assurance reviews, schedule optimization shops, peer reviews, etc. o Ensures the Turnaround Milestones are met with high quality deliverables. o Ensure that all scope is risk assessed against accepted practices and established risk tolerances. o Ensure that the turnaround schedule is integrated seamlessly with all activities - feed out to on spec, including shutdown, decontamination, execution, commissioning, and start up. o Team Leader of the TAR Steering Team and Leadership Team for assigned event category. o Ensures that all operational activities are executed included system level planning, consistent with the "Flawless" concepts. o Ensures that the turnaround is planned and executed in compliance with safety and environmental standards and regulations. o Ensures compliance to all appropriate work processes (UI T/A, MOC, ME, etc.) o Ensure multi-discipline integration and alignment of contractor and OU's organization. o Ensures optimal control of safety, scope, cost, time and quality including taking corrective measures o Removes obstacles (alignment, resource constraints, work processes) to ensure successful execution of the turnaround event. o Ensures that pre-turnaround work is completed on schedule. o Ensures appropriate communications to site leadership and UI PT/TA leadership o Organizes and facilitates the turnaround event lookback, post investment review, and learning process, and incorporates best practices into future events and shares with broader organization. o Coaches and mentors staff for succession planning Turnaround budgets: Formulate and own budgets and approve expenditure for the activities. Coordinate the preparation, monitoring and control of budgets. This includes control of commitments against these budgets. Key Challenges Implement TAR work process to deliver Best in Class for Turnarounds based on Solomon benchmarking. Maintains strong relationships with Site Leadership , Project / Engineering, and UPP TAR organisation. Ensures adequate and competent site resources are provided and integrated into the T/A preparation team and sharing of resources where appropriate. Breaking down barriers across the region to ensure TAR excellence in all categories. Ensures standard application of the TAR work processes. Emphasise that "Best Practices" is non-negotiable to his/her team and the entire Clientorganisation. Develop a strategic vision of the potential impact of challenges and to intervene when necessary. Possess an organisational presence to actively impact the detail from shutdowns in a 'hands-on' fashion when proper and necessary. Skills / Qualifications Skills and Experience A degree in an Engineering discipline or Equivalent, with a minimum of (10-15) years experience in Maintenance and /or Turnaround management; has proven records on Turnaround planning and execution with key roles in managing work planning, scheduling and coordinating field execution; experience as a T/A coordinator with accountability for delivering a main TA work involving a variety of technical disciplines. Has experience with budgeting, contract and procurement management. The Turnaround Event Manager shall have good understanding of various technical disciplines. Company Overview Wood is a global leader in engineering and consultancy across energy and the built environment, helping to unlock solutions to some of the world's most critical challenges. We provide consulting, projects and operations solutions in more than 60 countries, employing around 40,000 people. Diversity Statement We are an equal opportunity employer that recognises the value of a diverse workforce. All suitably qualified applicants will receive consideration for employment on the basis of objective criteria and without regard to the following (which is a non-exhaustive list): race, colour, age, religion, gender, national origin, disability, sexual orientation, gender identity, protected veteran status, or other characteristics in accordance with the relevant governing laws.
Dec 02, 2021
Full time
Overview / Responsibilities Wood currently has an EOI for a TAR Manager. To lead the Shutdown Team in the delivery of flawless Turnarounds with the goal of excellence for the Client Organisation The Turnaround Event Manager is in charge of Turnarounds for a particular asset, site, area or facility, and has the responsibility, accountability and authority for planning, coordinating and execution of high complexity Maintenance Turnaround events to sustain, improve and restore the Technical Integrity and Reliability / Availability. This includes developing the budgets, staffing plans, schedules and durations of all assigned T/A events as well as implementing an overall T/A Safety Planning process for each event. The incumbent works with the work preparer, planners, T/A Coordinators, Project Managers, Field Superintendants, Client Operations and Discipline Engineering focconstructional points to assure safe and effective execution of the agreed Turnaround scopes as per the agreed budget and schedule and in accordance with the best practices and HSSE standards. One of the key priorities will be to minimise Turnaround deferment while safeguarding technical integrity. His responsibilities for preparation and the execution of the TA event imply working closely with the Facility Manager who remains overall accountable for turnaround delivery. Scope of role includes all aspects of TA planning and performance, including strategic planning, shutdown, decon, maintenance, project execution, commissioning, and restart; and lookbacks for learnings and future planning. Direct report staff : Turnaround team; depending on OU's 5 to 15 (number may vary depending on the T/A long term plan , and the phase of T/A execution Report functionnaly to the Regional T/A Director and is a member of the Global T/A network HSSE: To act at all times in accordance with the Policy on Health, Safety and Environment and proactively manage all turnaround activities accordingly. Ensure competence of staffs on HSSE requirements. Integrated activity Planning : Participate in the establishement of the long term Integrated TA requirement, Manage the T/A strategy in particular to periodically review the T/A execution strategy and interval, Prepare Driver Sheet for all T/A and manage the T/A preparation and execution processe Accountable for planning and execution of all T/A events in the OU o Incorporates best practices and learnings from previous events o Development of the staffing plan to plan and execute the assigned turnaround o Ensure all scope is captured : maintenance, local and major capital projects, turnaround projects, and other program work (CUI, PMI, etc.), and are integrated into a single schedule for execution. o Develop tghe T/A Milestone schedule including all optimization actions assurance reviews, schedule optimization shops, peer reviews, etc. o Ensures the Turnaround Milestones are met with high quality deliverables. o Ensure that all scope is risk assessed against accepted practices and established risk tolerances. o Ensure that the turnaround schedule is integrated seamlessly with all activities - feed out to on spec, including shutdown, decontamination, execution, commissioning, and start up. o Team Leader of the TAR Steering Team and Leadership Team for assigned event category. o Ensures that all operational activities are executed included system level planning, consistent with the "Flawless" concepts. o Ensures that the turnaround is planned and executed in compliance with safety and environmental standards and regulations. o Ensures compliance to all appropriate work processes (UI T/A, MOC, ME, etc.) o Ensure multi-discipline integration and alignment of contractor and OU's organization. o Ensures optimal control of safety, scope, cost, time and quality including taking corrective measures o Removes obstacles (alignment, resource constraints, work processes) to ensure successful execution of the turnaround event. o Ensures that pre-turnaround work is completed on schedule. o Ensures appropriate communications to site leadership and UI PT/TA leadership o Organizes and facilitates the turnaround event lookback, post investment review, and learning process, and incorporates best practices into future events and shares with broader organization. o Coaches and mentors staff for succession planning Turnaround budgets: Formulate and own budgets and approve expenditure for the activities. Coordinate the preparation, monitoring and control of budgets. This includes control of commitments against these budgets. Key Challenges Implement TAR work process to deliver Best in Class for Turnarounds based on Solomon benchmarking. Maintains strong relationships with Site Leadership , Project / Engineering, and UPP TAR organisation. Ensures adequate and competent site resources are provided and integrated into the T/A preparation team and sharing of resources where appropriate. Breaking down barriers across the region to ensure TAR excellence in all categories. Ensures standard application of the TAR work processes. Emphasise that "Best Practices" is non-negotiable to his/her team and the entire Clientorganisation. Develop a strategic vision of the potential impact of challenges and to intervene when necessary. Possess an organisational presence to actively impact the detail from shutdowns in a 'hands-on' fashion when proper and necessary. Skills / Qualifications Skills and Experience A degree in an Engineering discipline or Equivalent, with a minimum of (10-15) years experience in Maintenance and /or Turnaround management; has proven records on Turnaround planning and execution with key roles in managing work planning, scheduling and coordinating field execution; experience as a T/A coordinator with accountability for delivering a main TA work involving a variety of technical disciplines. Has experience with budgeting, contract and procurement management. The Turnaround Event Manager shall have good understanding of various technical disciplines. Company Overview Wood is a global leader in engineering and consultancy across energy and the built environment, helping to unlock solutions to some of the world's most critical challenges. We provide consulting, projects and operations solutions in more than 60 countries, employing around 40,000 people. Diversity Statement We are an equal opportunity employer that recognises the value of a diverse workforce. All suitably qualified applicants will receive consideration for employment on the basis of objective criteria and without regard to the following (which is a non-exhaustive list): race, colour, age, religion, gender, national origin, disability, sexual orientation, gender identity, protected veteran status, or other characteristics in accordance with the relevant governing laws.
A career within Customer Consulting services, will provide you with the opportunity to help our clients design customer strategies that address the customers' underlying needs and desired outcomes. We help build bridges between digital and analog mediums, delivering personal and contextual experiences powered by technology and analytics, and driving the total experience by engaging the customer, product, partner, and employee experiences. PwC's Customer Financial Services Consulting Practice has ambitious growth plans. We are passionate about our purpose which is to help our Financial Services clients to design and deliver impactful experiences for their customers and to create value for society. Our Customer Financial Services practice is at the heart of our Customer Led Transformation offering, sitting at the intersection of business strategy, experience design, and digital technology. We help our clients achieve sustainable growth by transforming and aligning their strategy, purpose and insight, their customer and employee experience, their operations, incentives and behaviours - all accelerated by the right technologies. We focus on transformation across all areas of our client's businesses that interact with the customer/client including marketing, sales & distribution, service, client and broker relationship management and underwriting and pricing. In order to meet the market opportunity in our existing client opportunities and to support growth into new clients, we are looking to expand the practice at Director level. About the role This is an exciting opportunity to join us as we embark on the next phase of our growth journey. We are looking for individuals with a strong consulting background who have experience of successfully transforming the customer and front office functions of Financial Services organisations to help us continue our strong growth trajectory. You will have a strong point of view on customer and digital trends and their impact on organisations. You will have experience of successfully shaping compelling proposals for clients, architecting and then leading delivery across the end to end project lifecycle from strategy to execution. We would expect domain expertise in one or more of customer facing operations (e.g. Marketing, Sales, Distribution, Service, Branch, Broker/client relationship management) and experience across: Customer strategy and experience design Customer journey and service model design Front office operating model design and implementation Front office process design and implementation End to end digital transformation You will be able to demonstrate how you have helped your clients to deliver tangible results. Key Responsibilities Support the FS CLT leadership team in the sale of Customer Led Transformation to our Financial Services clients, with a particular focus on Insurance clients Provide leadership to the safe and commercially sound delivery of Customer Led Transformation programmes, particularly those delivering new customer facing services or propositions and that are underpinned by PwC's market leading expertise in Salesforce. Go-to-market planning, account target plans and deal origination for priority clients and work with Financial Services and alliance marketing to ensure there is full support for go-to-market plans Shaping and taking to market new propositions which reflect leading thinking in customer experience and customer led change, and are underpinned by PwC's Experience Centre, S&, and Customer capability groups Delivery oversight, including management of offshore and nearshore delivery teams including Operating model change, Customer Experience design and Technology delivery Senior client stakeholder management and commercial management experience in complex Financial Services consulting engagements Contribute to the overall development and growth of our practice through: supporting recruitment and training of the team managing and leading other team members enhancing our delivery assets and methodologies Continue to develop internal relationships and your PwC brand Skills and Experience You have experience in delivering digitally enabled transformation programmes within B2C or B2B Financial Services organisations which which demonstrate tangible benefits: Transforming front office capabilities to improve Customer & Employee Experience Transforming Operating models to better align to customers and improve ways of working Increase Customer loyalty and spend, whilst also reducing cost to serve Enhancing Digital capabilities by leveraging next generation technologies Improve the visibility and knowledge about customers through advanced analytics Help organisations capture and process customer feedback and improve end to end customer experience Experience working with Financial Services organisations in one or or more of the following sectors; General Insurance Commercial Insurance (including London Market) Brokers Life and Pensions A people centric mindset, with a passion for designing and delivering compelling experiences for customers and employees An inspiring team leader, able to rapidly establish and lead high-performing, multi-disciplinary, cross geography teams, drawn from across PwC, our clients' staff and third party organisations; Strong consulting experience Excellent core consulting skill-set Evidence of delivering demonstrable benefits to clients Leaders who are prepared to deliver client excellence as well as shape and contribute to the growth of our practice Willingness to develop others both on and outside of client engagements You will have experience of interpreting clients strategic, operational and external drivers for change, gaining respect, building trust and inspiring clients by anticipating their needs and exceeding expectations within the financial services industry You will have experience of building sustainable senior client relationships and be recognised and respected by clients and colleagues as a knowledgeable, valued and trusted professional. You will have a track record of building and developing high performing teams. With experience of delivering across multiple workstreams (depending on grade). You will have a sound understanding of customer and emerging technologies and their applications to improve customer and employee experiences Consulting In Consulting we deliver practical, far-sighted advice that gets straight to the heart of clients' business issues and delivers amazing results by helping our clients improve the way they operate, reduce costs, manage risks, leverage talent or fundamentally change the way they do business, the work you do will be all about helping organisations of all shapes and sizes work smarter and grow faster. You could find yourself working with household names in a diverse range of industries - everyone from big-name broadcasters and high-street banks to multinational telecoms operators and energy companies. The skills we look for in future employees All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
Dec 01, 2021
Full time
A career within Customer Consulting services, will provide you with the opportunity to help our clients design customer strategies that address the customers' underlying needs and desired outcomes. We help build bridges between digital and analog mediums, delivering personal and contextual experiences powered by technology and analytics, and driving the total experience by engaging the customer, product, partner, and employee experiences. PwC's Customer Financial Services Consulting Practice has ambitious growth plans. We are passionate about our purpose which is to help our Financial Services clients to design and deliver impactful experiences for their customers and to create value for society. Our Customer Financial Services practice is at the heart of our Customer Led Transformation offering, sitting at the intersection of business strategy, experience design, and digital technology. We help our clients achieve sustainable growth by transforming and aligning their strategy, purpose and insight, their customer and employee experience, their operations, incentives and behaviours - all accelerated by the right technologies. We focus on transformation across all areas of our client's businesses that interact with the customer/client including marketing, sales & distribution, service, client and broker relationship management and underwriting and pricing. In order to meet the market opportunity in our existing client opportunities and to support growth into new clients, we are looking to expand the practice at Director level. About the role This is an exciting opportunity to join us as we embark on the next phase of our growth journey. We are looking for individuals with a strong consulting background who have experience of successfully transforming the customer and front office functions of Financial Services organisations to help us continue our strong growth trajectory. You will have a strong point of view on customer and digital trends and their impact on organisations. You will have experience of successfully shaping compelling proposals for clients, architecting and then leading delivery across the end to end project lifecycle from strategy to execution. We would expect domain expertise in one or more of customer facing operations (e.g. Marketing, Sales, Distribution, Service, Branch, Broker/client relationship management) and experience across: Customer strategy and experience design Customer journey and service model design Front office operating model design and implementation Front office process design and implementation End to end digital transformation You will be able to demonstrate how you have helped your clients to deliver tangible results. Key Responsibilities Support the FS CLT leadership team in the sale of Customer Led Transformation to our Financial Services clients, with a particular focus on Insurance clients Provide leadership to the safe and commercially sound delivery of Customer Led Transformation programmes, particularly those delivering new customer facing services or propositions and that are underpinned by PwC's market leading expertise in Salesforce. Go-to-market planning, account target plans and deal origination for priority clients and work with Financial Services and alliance marketing to ensure there is full support for go-to-market plans Shaping and taking to market new propositions which reflect leading thinking in customer experience and customer led change, and are underpinned by PwC's Experience Centre, S&, and Customer capability groups Delivery oversight, including management of offshore and nearshore delivery teams including Operating model change, Customer Experience design and Technology delivery Senior client stakeholder management and commercial management experience in complex Financial Services consulting engagements Contribute to the overall development and growth of our practice through: supporting recruitment and training of the team managing and leading other team members enhancing our delivery assets and methodologies Continue to develop internal relationships and your PwC brand Skills and Experience You have experience in delivering digitally enabled transformation programmes within B2C or B2B Financial Services organisations which which demonstrate tangible benefits: Transforming front office capabilities to improve Customer & Employee Experience Transforming Operating models to better align to customers and improve ways of working Increase Customer loyalty and spend, whilst also reducing cost to serve Enhancing Digital capabilities by leveraging next generation technologies Improve the visibility and knowledge about customers through advanced analytics Help organisations capture and process customer feedback and improve end to end customer experience Experience working with Financial Services organisations in one or or more of the following sectors; General Insurance Commercial Insurance (including London Market) Brokers Life and Pensions A people centric mindset, with a passion for designing and delivering compelling experiences for customers and employees An inspiring team leader, able to rapidly establish and lead high-performing, multi-disciplinary, cross geography teams, drawn from across PwC, our clients' staff and third party organisations; Strong consulting experience Excellent core consulting skill-set Evidence of delivering demonstrable benefits to clients Leaders who are prepared to deliver client excellence as well as shape and contribute to the growth of our practice Willingness to develop others both on and outside of client engagements You will have experience of interpreting clients strategic, operational and external drivers for change, gaining respect, building trust and inspiring clients by anticipating their needs and exceeding expectations within the financial services industry You will have experience of building sustainable senior client relationships and be recognised and respected by clients and colleagues as a knowledgeable, valued and trusted professional. You will have a track record of building and developing high performing teams. With experience of delivering across multiple workstreams (depending on grade). You will have a sound understanding of customer and emerging technologies and their applications to improve customer and employee experiences Consulting In Consulting we deliver practical, far-sighted advice that gets straight to the heart of clients' business issues and delivers amazing results by helping our clients improve the way they operate, reduce costs, manage risks, leverage talent or fundamentally change the way they do business, the work you do will be all about helping organisations of all shapes and sizes work smarter and grow faster. You could find yourself working with household names in a diverse range of industries - everyone from big-name broadcasters and high-street banks to multinational telecoms operators and energy companies. The skills we look for in future employees All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, 'The PwC Professional' and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships. Learn more here: The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.