Must have a strong background in Operations Excellence (process Optimization, Operational transformation etc), within the Financial Services sector, ideally gained from a leadership role within a consulting business.
Likely to be an expert in operational excellence, with an operations management, change management or technology delivery background and skilled in:
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Process Improvement (Lean Six Sigma (Green/Black Belt))
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Operational Optimisation (Lean/Kaizen)
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Process redesign/governance and digitization (Celonis, AI)
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Project & Programme Delivery (PMP, Prince2, Agile)
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Operational Excellence Transformation (Customer Journey, Operational Performance)
Must have an understanding of consulting, how it is structured, the frameworks, financial principals etc.
A network of contacts that will help navigate the FS industry to achieve penetration within new buying centres in existing clients and open up new business opportunities.
A deep understanding of the Operational Excellence and Process Improvement topics and trends that affect the FS industry, these could include:
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Process Automation & Digitisation, for example:
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RPA for KYC, reconciliations, reporting
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AI/ML Automation (eg for fraud detection, credit etc)
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Straight through processing (STP) (payments. Trading, onboarding)
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Customer Journey & Experience redesign. Eg:
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Risk Management & Compliance
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Regulatory reporting automation
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Real‑time transaction monitoring
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Operational Risk Reduction (for Cyber, Fraud, process failure etc), eg:
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Standardised procedures and SLAs
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Monitoring operational KPIs/KRIs
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Data Quality, Governance & Analytics
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Predictive analytics in credit, risk etc
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Cost Optimisation & Operational Efficiency
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Technology Modernisation
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Core banking modernisation
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API orchestration layer implementation
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Operational Resilience & Business Continuity
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Disaster recovery testing
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Third‑party risk management
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Workforce & Culture Transformation
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Upskilling in digital tools & data
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Clear ownership models (RACI)
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Performance measurement linked to OpEx metrics
An ability to build compelling OPI offerings/services/IP that will appeal to the Financial Services sector (based on some of the above).
An ability to contribute to the development of robust business development plans and be part of the execution to meet revenue and sales targets for the OPI business.
A strong understanding of end-to-end transformation programmes and a track record of successfully managing delivery engagements, ideally with experience of:
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Scoping/pricing/planning commercially sound programmes
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Steering, managing and governance of programmes/teams
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High-quality delivery excellence
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Consistent in achieving follow-on business and extensions
Great engagement leadership skills; owning outcomes, motivating teams, coaching/mentoring etc.