Job Description

We're excited to offer a full-time opportunity to join our firmwide digital team as Head of Internal Digital Strategy. This is a key leadership role focused on shaping and delivering digital transformation across our internal business support units.

What will your role look like?

You'll work closely with teams such as HR, Finance, Legal, and others to co-create and implement digital strategies that enhance service delivery through technology and data. This includes leading initiatives in process automation, data-driven decision-making, and CRM optimisation. You'll also oversee our Client Systems, Data & MI team, contributing to the firm's internal data and CRM efforts.



As part of the digital leadership team, you'll collaborate with other Heads of Digital Strategy and senior stakeholders to ensure strategic alignment and impactful execution.

Though this is a varied role, your key tasks will include:

Partnering with Business Support Units (BSUs) to co-develop digital strategies and roadmaps. Leading multi-disciplinary teams to implement automation and measure impact using tools like PowerBI, PowerAutomate, and AI agents. Driving change management to embed new processes and realise efficiencies. Creating and owning the firmwide CRM roadmap, ensuring efforts are focused on areas with strong commercial potential. Identifying data opportunities across BSUs and executing a roadmap for MI and analytics. Collaborating with IT on data strategy execution, including security and storage. Contributing to strategic digital initiatives as directed by the Chief Digital Officer.

To enjoy and succeed in this role, you will have:

Strong leadership skills with the ability to set a clear vision and bring others along. A proactive, self-reliant approach and comfort with ambiguity. Excellent stakeholder engagement skills, including the ability to challenge constructively and guide change. Experience in business analysis, data leadership, and process improvement, with a broad understanding of digital capabilities. Strategic and commercial acumen, with the ability to balance risk, benefit, and effort. A track record of leading high-performing teams. Experience in automating workflows and delivering MI using PowerBI and ideally PowerAutomate. Familiarity with AI and its application in process automation. A strong understanding of CRM data and how to derive commercial value throughout the client lifecycle.

Please note that as part of the recruitment process for this opportunity, candidates will be expected to deliver a presentation.


We welcome applications from candidates who may not meet every requirement but are confident in their ability to grow into the role with our support. We're also keen to hear about any additional skills or experiences you bring that could add value.

In addition to a competitive salary and access to our profit share scheme, we offer:

A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs. A collaborative and encouraging work environment where your thinking and ideas are encouraged. On site mental health and wellbeing assistance. A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire. Regular social activities, in addition to three days paid volunteering leave each year and a day's leave to celebrate your birthday. Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments - with the expectation of two 'in-office' days per week. A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.


We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.


That's the who and the what. More important is the 'why'. The work we do may not always seem the sexiest. But it's difficult, it's complex, and it's important. We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.


For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.