CareerPlan

Associate Director - Client Propositions, Investments & Product

Tadworth, England, GBFull-time2026-11-04 → 2026-11-10

Core

Support the commercial success of the Global Platform Solutions (GPS) team by aligning strategic priorities, investment decisions, and change initiatives with client needs and business growth objectives.

Role type

Senior strategy and business performance leader (Associate Director)

Builds

Strategic roadmaps, prioritization frameworks, business cases, and performance management systems for a $500bn investment services business

Domain

Financial services / Asset and wealth management

Deliverable

dashboards & analysis

Required skills

Strategic planning, financial acumen, business case development, stakeholder influence, data analysis, team leadership, change management

Preferred skills

Asset/wealth management industry experience, dynamic environment adaptability

Technologies

KPI frameworks, performance management tools, reporting systems

Responsibilities

Coordinate the Client Strategic Roadmap Group (CSRG) to prioritize discretionary investment and change activity; Own and evolve the 'ABC' prioritisation framework for resource allocation; Partner with Enterprise Change and Finance teams to align business planning and track delivery against financial objectives; Create and operationalise a KPI and performance management framework across GPS; Provide insight and recommendations to senior stakeholders on strategic investment choices.

Seniority

Senior, hands-on IC with leadership responsibilities