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Phoenix Group

Life insurance group managing heritage books

RS&AM Project Manager

Program ManagementConfirmed live in the last 24 hours
Full-timeEdinburgh, UKIn-person

About the Job

Requirements

  • An experienced Project Manager with a career history that includes leading large-scale project teams and integrations or a similar management role, and a track record of delivering complex, high-quality, customer-focused transformation.
  • Significant experience within Financial Services, Retirement Solutions and Asset Management, including investment operations and policyholder asset-related change.
  • Essential Policyholder Investment Office knowledge, including policyholder investment processes, Fund Accounting, governance, data, reporting, trading and fund operations.
  • Investment operations acumen and experience, with the ability to understand operational impacts, dependencies, risks and controls across Policyholder Investment Office-related change.
  • Experience of supplier onboarding and offboarding within a securities service or operations environment.
  • Ability to manage multiple stakeholders at all levels and threads of work under pressure.
  • Analytical skills to evaluate project performance and initiate corrective actions.
  • Strong financial acumen, budgeting and forecasting.
  • Strong risk and issue management skills.
  • Strong people skills, including leadership, communication, influence and negotiation.
  • Experience of project methodologies, including waterfall, hybrid and agile, and tools.
  • Experience of working with and presenting project-related activity to UK financial services regulators, including the PRA and FCA.
  • Customer-focused approach to delivering excellent customer outcomes through change expertise.
  • Demonstrated ability to lead virtual teams in a challenging and pressured environment.
  • Ability to operate at all levels of the business and in a cross-functional and multidisciplinary environment.
  • Problem-solving, analytics and resolution skills.
  • Strong verbal and written communication skills.
  • Strong interpersonal and collaboration skills.
  • Ability for personal growth and to make time for self-development.

Responsibilities

  • Work closely with the Executive Sponsor and colleagues to translate PIO strategic objectives into actionable plans.
  • Undertake a leadership role to ensure the project team remains focused on core business outcomes and benefits aligned to the Retirement Solutions and Asset Management workstreams of project migration.
  • Work collaboratively with delivery team leads across Standard Life and external partners.
  • Lead all aspects of the PIO workstream of project migration, including shaping, approach and planning, and driving day-to-day delivery, including risk management, to achieve core objectives and required business outcomes.
  • Work closely with the Head of PIO Transformation and other change teams to ensure efficient resource allocation and project execution.
  • Work closely with the RS & AM Finance team on financial matters, including budgeting, forecasting and reporting.
  • Manage strategic business partners and third-party providers effectively, working with other teams as required.
  • Be responsible for project governance and reporting, chair relevant forums and provide management information as required, including updates to Boards and Committees where required.
  • Work closely with the three lines of defence on risk management and assurance aspects.
  • Define and provide appropriate management information on progress against the roadmap into relevant governance forums, and ensure clear communication of the roadmap to interested internal and external stakeholders.

Desired Qualifications

  • Investment or Asset Management qualifications.
  • Professional Change qualifications.
  • Agile Practitioner qualification.
  • Fund Accounting background, especially Unit Linked/unitised and non-unitised funds.

About the Company

Phoenix Group

Life insurance group managing heritage books

Phoenix Group handles both ongoing and closed life insurance and pensions businesses. Its open brands include SunLife and Standard Life, while its core strength lies in managing heritage (closed) books of business that are no longer open to new customers, providing administration and policy servicing for those portfolios. The company operates offices across the UK and has activities in Dublin and Frankfurt, giving it a broad geographic footprint. Its approach centers on maintaining long-standing policies and ensuring reliable service for customers, with a strong emphasis on being a good employer and community partner. Distinguishing factors include specialized expertise in closed books, scale across multiple markets, and a reputation as a top employer. The main goal is to look after colleagues, customers, and communities while delivering value from both open and heritage life and pension book administration.

Company size
51-200
Company stage
IPO
Headquarters
Abu Dhabi, United Arab Emirates
Founded
1782

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