Senior Implementation Lead

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title:  Senior Implementation Lead

Department: RIM Research

Location: London

Contract Type: Permanent

Reporting to: Francesca Cherubini Stoughton

The Role

Working within a vibrant team, you will be responsible for managing the processes to create, develop and implement specific investment capabilities and infrastructure to deliver information to support the practical application of investment research recommendations and investment and portfolio management processes. This role has scope to be wide-ranging over the long term.

You will be responsible for the management of a portfolio of projects, managing the front to back delivery of specific improvements, articulating requirements, ensuring that deliverables meet the required use case and promoting discipline in task management in order to meet deadlines.

You will work collaboratively and cross-functionally with multiple stakeholders, including the most senior stakeholders of the CIO, Research and Investment Management teams to ensure that CIO and research capabilities continue to meet the evolving needs of clients, commercial objectives and regulatory standards. You will also act as a key contact point for the Research team in our Group integration programme.

Outcomes of the Role

• Lead project management of the front-to-back delivery of improvements to existing product processes and the implementation and delivery of new products and services. Promote discipline in task management.
• Lead on managing communications with stakeholders and define appropriate governance arrangements for project portfolio. Facilitate the appointment of appropriate team members to deliver portfolio objectives.
• Evaluate, assess and report on critical risks relating to Research implementation processes and capabilities as appropriate to Co-CIOs and Research leadership team.
• Lead on interaction with Change function to ensure co-ordinated approach to implementation, resources and priorities. Lead on interaction with Data and Digital programme to achieve successful implementation of Research data strategy deliverables.
• Coordinate with other project and product groups to manage interdependencies, accelerate development, mitigate risks and ensure on-time delivery. Initiate additional activities and other management interventions wherever gaps arise or issues are identified.
• Provide information and support to Research leadership on key strategic initiatives.
• Build a picture of competitor resources and capabilities to understand and leverage our unique selling points.
• Ensure overall integrity of project portfolio and that appropriate quality assurance standards are defined and met.
• Manage project and programme budgets, monitoring expenditure and costs against delivered and realised benefits as projects progress.
• Ensure delivery of project portfolio to appropriate level of quality, on time and within budget, in accordance with portfolio plan and governance arrangements.
• Maintain appropriate paperwork, including key decision and issue logs.
• Management, coaching and support of relevant resources to achieve key Research priorities and deliverables.
• Personal development of own career within the research department.

Knowledge, Skills and Experience

• Significant experience in this or a closely-related field within wealth or investment management
• Proven ability to communicate effectively with internal senior stakeholders and external
• High level of organisational ability and attention to detail.
• Self-starter who is able to take initiative and operate successfully on an independent basis.
• Excellent time management skills.
• Clear analytical approach to projects and tasks.
• Committed and highly dependable team player.
• Effective leadership, interpersonal and communication skills, ability to command respect and create a sense of community among members of the project team.
• Graduate level or above (or equivalent).
• PRINCE2, PMP or Agile ScrumMaster qualified.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.