Role Description

UK Delivery Office Project Lead Description

The Project Lead is responsible for supporting the UK Delivery Office team to deliver consistent, integrated and industry standard portfolio, programme and project controls and services across all FNZ UK technology and business change delivery.

Key Responsibilities:

Engagement with Group:

Identify requirements on Group-led services to the UK Delivery Office

Prepare reporting and updates on UK Delivery Portfolio to Group.

UK Delivery Team Scope Support: Support the standards, methods, processes, training and knowledge management within the scope of the UK Delivery Office to increase the organisation’s capability, capacity and consistency in project delivery, driving consistency across the UK FNZ project delivery community:

UK Portfolio Delivery Processes and Controls Adherence

Run scorecard reporting across Client projects and provide summary of results into performance reviews

Escalate lack of adherence through UK Delivery governance

Capture baseline plan for each project Capture record of key control points for each project

Maintain delivery processes and procedures controls repository (with Group)

Support JIRA Project Creation (and Confluence) (MWS Step 2)

Provide input into performance reviews client projects  Input Client level scorecards into individual’s performance reviews

UK Portfolio Resource Management

Monitor and Report Resource Demand and Supply to ensure adequate resources are available to deliver the client portfolio.

Facilitate validation of demand as input into the Resource Demand and Supply Management process.

Model and report stress tests and scenarios for demand.

Produce reporting for the Portfolio Management Committee and Group Planning Committee on the resource management process.

Communicate decision making on portfolio resourcing across projects, as part of the resource demand and supply management process.

UK Portfolio Planning:

Develop and maintain the portfolio planning framework, including methodologies, tools, and templates.

Define and implement a robust process for prioritising change initiatives based on strategic alignment, value contribution, risk, and dependencies.

Develop and maintain a prioritised backlog of external and internal change initiatives, balancing business needs with available resources.

Manage MI and prepare reporting to drive portfolio prioritisation decisions.

Run portfolio dependency tracking and reporting.

Support doability assessments for new SOWs and submission to the Grow Committee.

Support communication and collaboration between stakeholders to ensure alignment and support for portfolio decisions.

UK Portfolio Reporting

Own reporting on key performance indicators (KPIs) to monitor portfolio health and progress against strategic goals.

Create, review and submit UK Portfolio reports and MI

Identify requirements for automated reporting to Group

Maintain UK Portfolio reporting calendar

UK Portfolio Governance:

Schedule Portfolio Management Committee (PMC)

Manage PMC TORs, agenda, actions and meeting minutes

Produce PMC Report

Drive consistency in PMC forum inputs and outputs.

UK Portfolio Risk and Issue Management:

Issue Management:  Run portfolio issue reporting and escalation; providing review and challenge with projects.  

Risk Management:  Run portfolio risk reporting and escalation; providing review and challenge with projects.  

Run UK Portfolio Contingency planning,

Run UK Delivery RCSA.

UK Portfolio Project Assurance:

Follow the Group Portfolio Assurance framework, methodologies, and standards to provide independent oversight and assurance over projects within the UK portfolio.

Run the independent reporting on the status and performance of the change portfolio, including risks, issues, and recommendations for improvement.

Backcheck project deliveries v initial plan.

Run dependency review across projects (with Group).

Schedule PIRs.

Prepare PIR materials.

Chair PIR meeting and record actions centrally.

Track and report PIR timeliness.

Track and report PIR action log.

UK Internal project management and delivery:

Run project management of internal change across Regulatory Change, Lift and Shift projects, Ops improvements and offshoring.

Provide holiday cover for client projects.

Experience required

Successful candidates should possess the following skills and experience:

Project Management Methodologies: Proficiency in methodologies like Agile, Waterfall, PRINCE2, or others relevant to your industry.

Portfolio Management Tools: Experience with software and platforms used for portfolio management, project tracking, resource allocation, and reporting (e.g. Microsoft Project, Jira).

Data Analysis and Reporting: Strong analytical skills to gather, interpret, and present data on portfolio performance, risks, and benefits. Proficiency in data visualisation tools (e.g., Power BI, Tableau) is a plus.

Collaborative Working: Proven ability to build successful working relationships across multiple locations and team disciplines.

Stakeholder Management: Excellent communication and interpersonal skills to collaborate effectively with stakeholders at all levels.

Communication: Excellent written and verbal communication skills for clear and concise reporting, presentations, and stakeholder interactions.

Teamwork: Collaborative approach and ability to work effectively within a team environment.

Problem-Solving: Ability to identify and analyse problems, develop solutions, and implement them effectively.

Organisation and Time Management: Strong organisational skills to manage multiple tasks, prioritise effectively, and meet deadlines.

Proactivity: Takes initiative and works autonomously to achieve goals within accelerated timeframes.

Independent and Solution-Focused: A self-directed working style with a strong focus on problem-solving and delivering solutions.

Innovative thinking: Forward-looking approach to ways of working, culture, operations and technology development critical to this team’s success.

Adaptability: Ability to adapt to changing priorities, learn new tools and methodologies, and thrive in a dynamic environment.

About FNZ Culture  

Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork. 

That’s why we value the strength and diversity of thought in our global team. 

The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.

Customer obsessed for the long-term Think big and make an impact  Act now and own it all the way Challenge, commit and win together

Read more about The FNZ Way and our values: www.fnz.com/culture

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.