Reporting to the Head of the POD

Purpose 

Work within the Process Optimisation and Digitisation (POD) team and exclusively support the Group Head of Global Accounts to diagnose, prioritise, optimise and automate client facing processes to reduce risk, enhance efficiency and improve client satisfaction.

Key responsibilities:

• Lead a dedicated team within the Process Optimisation and Digititisation (POD) function to optimise and automate global account processes.
• Develop and implement the Global Account rapid improvement methodology to redesign and automate processes.
• Oversee delivery through the whole project lifecycle; project manage operational improvement initiatives with a focus on people change to ensure adoption
• Quantify realised benefits to client satisfaction, risk, efficiency and effectiveness
• Conduct process diagnostics via process mapping and Lean Six Sigma tools  to identify pain points and opportunities for improvement
• Create business requirements documents to enable process automation and project manage automation delivery via Agile sprints.
• Work collaboratively with the Group Head of Global Accounts to diagnose, identify and prioritise processes which improve client satisfaction.
• Participate in a consultative manner with strategic clients, client relationship leads and internal teams to facilitate the identification of improvement opportunities that enhance the client experience.
• Work closely with the respective product teams to lead the implementation of optimisation and automation projects, ensuring alignment and a consistent approach to strategic clients and identify opportunities to leverage to other clients
• Report progress aligned to Aztec Transformation Management Office processes
• Collaborate with Technology teams to rapidly automate processes
• Responsible for identifying risks to the client relationships from any proposed change and developing risk mitigation plans to ensure minimum adverse impact of any changes
• Identify ways to communicate the approach to optimisation and automation to the external market that positions Aztec as a thought leader in this space

Skills, Experience, Qualifications:

• Minimum five years’ experience leading process improvement projects
• Fund Administration experience is required for this role, but candidates with extensive Financial Services experience will be considered
• Demonstrable delivery capability of (one or more): Lean Six Sigma, Business Analysis, Automation projects
• Strong client relationship and engagement skills, consulting background
• Good business partnering and senior stakeholder engagement skills
• Bachelors degree
• Effective facilitation, influencing and negotiation skills
• Comfortable operating across multiple jurisdictions with multiple stakeholders
• Analytical and demonstrates reasoned logic to decision making and judgments, considers external/internal factors and can recommend solutions in complex situations
• Strong and effective communication skills with the ability to produce clear, precise, and concise written and presentation materials.
• Experience working in a technology engagement environment
• Proven experience leading change management initiatives
• Good experience in controlling and managing risk

Advantageous 

• Change Management qualification and / or a Project Management qualification

We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great be with people, as close working relationships between our colleagues and clients is at the heart of what we do.