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Barclays

Wealth management services for UK clients

Journey Excellence and Transformation

Full-TimePosted on 10/15/2026
No salary listed
Expert
Bachelor's
Gurugram, Haryana, India+1 moreMore locations: Noida, Uttar Pradesh, India
In Person
Project & Program ManagementProgram Management

About the job

Requirements
  • Significant experience within PMO, Governance, Portfolio Management or Transformation functions in a complex financial services environment.
  • Experience supporting large-scale transformation, strategic change or operational improvement programmes.
  • Demonstrable experience preparing executive-level reporting and governance materials.
  • Strong understanding of portfolio management, programme governance and change delivery frameworks.
  • Experience managing risks, issues, dependencies and benefits tracking across multiple initiatives.
  • Advanced proficiency in Microsoft Excel, PowerPoint and Power BI.
  • Strong analytical capabilities with experience interpreting complex data and translating findings into actionable insights.
  • Experience designing management information, dashboards and performance reporting frameworks.
  • Understanding of financial, resource and portfolio tracking methodologies.
  • Ability to engage senior stakeholders through communication and presentations.
  • Ability to challenge constructively and influence decision-making at all levels.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Ability to work independently while collaborating effectively across teams.
Responsibilities
  • Establish and maintain governance frameworks, standards and controls across the Business Banking Transformation portfolio.
  • Manage governance forums, steering committees and executive review meetings, ensuring effective decision-making and escalation processes.
  • Define and maintain portfolio governance calendars, meeting cadence, terms of reference and reporting standards.
  • Ensure adherence to Barclays change governance, risk and control requirements.
  • Coordinate quality assurance activities and challenge project delivery teams to ensure data accuracy and reporting integrity.
  • Support business case governance, investment tracking and benefits realisation activities.
  • Lead production of executive-level reporting packs for Transformation Leadership, Business Banking Executive teams and senior governance forums.
  • Develop and maintain portfolio dashboards and performance reporting using Power BI, Excel and other reporting tools.
  • Consolidate programme and project updates to provide a holistic view of portfolio health, delivery status, risks, issues and dependencies.
  • Analyse data to identify trends, delivery risks, resource constraints and opportunities for intervention.
  • Ensure timely, accurate and insightful reporting for monthly, quarterly and annual business reviews.
  • Oversee portfolio-level risk, issue, assumption and dependency management processes.
  • Drive effective escalation and mitigation planning for critical delivery risks.
  • Monitor project health indicators and provide independent challenge where required.
  • Support audit, regulatory and control reviews by ensuring appropriate governance evidence is maintained.
  • Build working relationships across Business Banking, Operations, Risk, Finance, Technology and Change functions.
  • Act as a trusted advisor to Transformation Leadership on governance, reporting and portfolio performance matters.
  • Engage with senior leaders to communicate portfolio health, strategic progress and delivery outcomes.
  • Facilitate cross-functional collaboration to resolve delivery dependencies and governance actions.
  • Drive PMO maturity and governance excellence across the transformation portfolio.
  • Identify opportunities to automate reporting and improve data quality through enhanced tools, processes and analytics.
  • Promote best practices in programme governance, reporting and delivery assurance.
  • Lead continuous improvement initiatives to simplify governance processes while maintaining effective oversight.
  • Collaborate with stakeholders and use data and management information to identify process optimisation opportunities for capacity creation in relevant business areas.
  • Develop and implement strategies to improve the efficiency and effectiveness of banking operations using data-led insights.
  • Participate in projects and initiatives to improve performance, optimisation, efficiency and effectiveness.
  • Develop reports and presentations on performance and optimisation and communicate findings to internal senior stakeholders.
  • Identify industry trends and developments, and collaborate with stakeholders across the bank to recommend change and improvement within performance and optimisation processes.
  • Develop and implement analytics and reporting for performance and optimisation to mitigate risks and maintain efficient operations.
  • Identify capacity creation in operations using data and management information.
Desired Qualifications
  • A degree or equivalent professional experience.
  • PRINCE2, MSP, Agile, PMP or equivalent project management qualifications.
  • Experience within Business Banking, Operations, Customer Due Diligence (CDD), KYC or Transformation environments.
  • Knowledge of portfolio reporting tools and data visualisation platforms.
  • Experience improving PMO maturity and governance frameworks.

About the company

Barclays Wealth Management provides personalized wealth management services to clients across the UK through a regional network of financial experts. It delivers tailored investment management, financial planning, and estate and trust services, based on each client’s goals, risk tolerance, and time horizon, with support from Barclays’ broader banking resources. The company differentiates itself through its scale and integration, combining local, face-to-face guidance with the back‑end support and product access of a large UK bank. Its goal is to help clients preserve and grow their wealth over the long term while managing risk through a comprehensive, advisor-led service.

Company Size

10,001+

Company Stage

IPO

Headquarters

London, United Kingdom

Founded

1690

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Simplify Jobs

Simplify's Take

What believers are saying

  • Barclays plans to more than double Singapore private-banking bankers by 2030.
  • The September 2026 booking centre expands access to Singapore's growing wealth hub.
  • Management raised 2026 targets on February 10, 2026, while returning over £15 billion.

What critics are saying

  • Reuters reported a £228 million MFS provision on April 28, 2026.
  • Barclays raised UK motor finance compensation provisions to £430 million in April 2026.
  • Germany fined Barclays €1.65 million on March 27, 2026, exposing compliance weakness.

What makes Barclays unique

  • Barclays launched Singapore booking centre on September 4, 2026, linking clients globally.
  • Wee Yee-Yeong joined from Morgan Stanley on September 22, 2026, deepening Asia expertise.
  • Barclays pitches one-bank access across lending, investments, and wealth planning for UHNWs.

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Benefits

  • Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

1%

2 year growth

1%
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