Job Description

OVERALL SUMMARY

Reporting to the Head of Client Implementations and Change, the Client Implementations Manager will support the successful onboarding of clients onto the WBS Dealing and Custody platform. The role will also focus on the delivery of new business initiatives across the full project lifecycle from requirements gathering, testing, release to production and closure.


Emphasis on maintaining high project management governance and approach to delivery for all business change initiatives for WBS is key for this role. The role will support the Head of Client Implementations and Change in developing and evolving the controls and project management governance framework for WBS, working alongside internal and external auditors to deliver a strong controls framework for the Implementations team.


Ownership and oversight of the delivery of key business projects is central to the role, working with various stakeholders across the firm. The role engages with the entire WBS business including the technology area, WBS clients and internal external auditors.

RESPONSIBILITIES

Ownership of project and change management initiatives ensuring they are delivered within the WBS Project Management Framework Support the Head of Client Implementations and Change in managing client onbaording requests ensuring proactive engagement with clients and stakeholders over the full lifecycle of the implementation from initiation to production (or close) Ensure each client implementation is managed in a controlled environment by ensuring due process is followed and requirements, data, migration and all related business/operational changes are formally signed off Ensure a smooth handover of each implementation to all clients and internal stakeholders with appropriate communication and support Work in close partnership with the technology development and client testing teams to ensure complex requirements are designed and built in line with business expectations, in a constantly iterative development environment Project manage and provide client change management support to the WBS business Develop and manage a detailed project schedule and work plan Provide project updates on a consistent basis to various stakeholders about project progress Ensure that the agreed control perimeters as defined by WBS management are covered and delivered through the scope of any project, change or business initiative Provide support in gathering and evaluating business requirements for any project and client change management initiative for the WBS business Ensure effective stakeholder and client management through driving client centric culture and positive client outcomes Identify opportunities to improve the WBS controls framework by understanding the business needs and regulatory requirements. Identify Business Process Reengineering opportunities, to improve the efficiency and effectiveness of processes whilst maintaining a robust controls framework To build and maintain a strong culture of compliance, risk management, integrity, client focus and other such Winterflood or Close Brothers values Build strong stakeholder relationships across WBS & WINS as a whole. Key to this is the relationship with the technology function To continually review the way the Implementations and Client Change function operates and challenge the robustness of procedures as it evolves, prioritising and facilitating required enhancements accordingly To build and maintain a strong culture of compliance, risk management, integrity, client focus and other such Winterflood or Close Brothers values

WE WOULD LOVE TO HEAR FROM YOU IF:

3-4 years project management experience in the financial services Good organisational skills including the ability to manage multiple projects at the same time Excellent communication skills, communicating well to internal and external clients The ability to manage stakeholders at all levels of the organisation Great attention to detail PMP/ Prince II certification is desired

Benefits

Competitive salary inclusive of discretionary annual bonus & annual pay review Work Abroad Policy for up to 15 days per year 25 days holiday plus bank holidays and additional well-being day Option to purchase an additional 5 days holiday per year Flexible working options available, including hybrid working Pension scheme up to 10% employer contribution Sharesave scheme Income Protection & Life insurance (4 x salary core level of cover) Private health care via BUPA Employee Assistance Programme Discounted Gym Membership Variety of travel to work schemes

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.


Winterflood Business Services (WBS) is a business to business (B2B) platform provider whose award-winning service has seen us grow to over 15bn AUA with an expanding client list. Our highly skilled and experienced team is dedicated to providing the standards our clients rightly demand.


Our aim is to help solve client problems and ease their regulatory and administrative burden with secure, integrated, and bespoke end-to-end solutions to achieve their investment objectives. Execution quality and excellent service are at the core of our business, all set out in our service level agreements for full transparency.


The WBS service is provided through our EOS platform, which is a proprietary system developed by our in-house development team. EOS is built using the latest technologies and is based on micro-service architecture, making the platform easy to scale and deploy new functionality. We are also market innovators, capable of recognising unfilled needs and developing products to suit our customers' needs and changing regulatory requirements.


We became a separate division of Winterflood Securities in 2010, in response to demand from clients who were looking for 'whole of market access and 'custody services'. Our strategy remains to continue to invest in people, process, and technology to allow us to scale for the growth in our existing business, as well as taking on new clients