Wealth Management Experience Senior Associate

Job Profile:

We're looking for an experienced and proactive Wealth Management Experience (WMX) Senior Associate to play a pivotal role in shaping how our Wealth Managers engage with systems, processes and technology.

Acting as a trusted partner to front-office teams, you'll help drive operational excellence, improve adoption of new ways of working and champion continuous improvement across the Wealth Management business.

This is a highly visible role that sits at the intersection of Wealth Management, Operations, Technology and Change. You'll influence key stakeholders, lead training and engagement initiatives, support business-critical transformation programmes and ensure that front-office colleagues have the tools, knowledge and support they need to deliver outstanding client outcomes.

If you're passionate about improving ways of working, solving complex challenges and driving meaningful change, this is an opportunity to make a genuine impact.

What You'll Be Doing:

As a WMX Senior Associate, you'll act as a subject matter expert for front-office processes and systems, helping to shape the Wealth Manager experience through effective partnership, support and continuous improvement.

Key responsibilities include:

• Acting as a trusted adviser to Wealth Managers and front-office teams, providing expert guidance across systems, workflows and best-practice operating models.
• Designing and delivering engaging training programmes, seminars, coaching sessions and workshops that build capability and confidence across the business.
• Leading the creation and ongoing development of training materials, knowledge resources, process documentation and best-practice guidance.
• Building strong relationships across branches and business functions to identify operational challenges, improve engagement and enhance user experience.
• Analysing feedback, management information and support trends to identify recurring pain points and drive sustainable improvements.
• Partnering with Technology, Operations, Risk and Change teams to support system enhancements, resolve issues and influence the design of future solutions.
• Acting as a business subject matter expert on strategic transformation initiatives, platform developments and operating model changes.
• Supporting and leading user acceptance testing activities, ensuring solutions meet business requirements and deliver meaningful benefits.
• Driving successful onboarding, integration, migration and transition activity through effective planning, communication and stakeholder engagement.
• Producing insightful management information, presentations and recommendations to support decision-making and continuous improvement.
• Representing the WMX function at branch visits, forums, workshops and stakeholder meetings.
• Providing guidance and day-to-day support to colleagues within the wider WMX team, helping drive consistency, knowledge sharing and service excellence.
• Championing a culture of continuous improvement, collaboration and exceptional client outcomes.

What We're Looking For:

We're seeking an experienced financial services professional who combines operational knowledge with strong stakeholder management, training and change capabilities.

You will likely bring:

• Experience within Wealth Management, Investment Management, Private Banking or a related Financial Services environment.
• Strong understanding of front-office operations, Wealth Manager workflows and the end-to-end client lifecycle.
• Experience delivering business change, process improvement, training, service excellence or transformation initiatives.
• A track record of building trusted relationships and influencing stakeholders across multiple business areas.
• Experience supporting technology adoption, system implementations or operational change programmes.
• Strong problem-solving skills with the ability to identify root causes and develop practical solutions.
• Knowledge of Consumer Duty, Conduct Risk and client outcome frameworks.
• A genuine passion for improving colleague experience and business performance.

Skills & Attributes:

• Exceptional communication, presentation and facilitation skills.
• Strong stakeholder management and influencing capability.
• Ability to translate complex processes, system changes and technical concepts into practical business guidance.
• Highly organised with the ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong analytical skills with experience interpreting management information and performance data.
• Proficient in Microsoft Office and confident working with new technologies and digital platforms.
• Resilient, adaptable and comfortable navigating change.
• Collaborative leadership style with a positive, solutions-focused mindset.