Data & Analytics Investment Planning Director

Role profile:

We are seeking a high-calibre Investment Planning Director to join the Data & Analytics Transformation team, reporting directly to the Head of D&A Transformation
. A team that thrives on a product-led mindset, embraces the future of AI, and remains relentlessly focused on putting the customer first. This is a high-impact, high-visibility role with regular exposure to the D&A Executive Leadership Team and Group senior stakeholders, including the CEO. The successful candidate will play a central role in shaping and governing the investment agenda across the D&A division, ensuring capital is deployed effectively to drive growth, innovation, and resilience.

This role is ideally suited to an engagement manager / principal from a top-tier consulting firm or similar industry transformation role looking to transition into a blue-chip corporate environment, while maintaining strategic exposure and accelerating their leadership trajectory.

• Partner with senior D&A leadership to translate strategic priorities into a clear, actionable investment roadmap.
• Lead the end-to-end investment planning process, including business case development, prioritisation, and capital allocation across a multi-hundred-million-pound portfolio.
• Ensure alignment between investment decisions and D&A’s growth, innovation, and risk management objectives.

• Design and run robust portfolio prioritisation frameworks to optimise return on investment and strategic impact.
• Establish and maintain best-in-class investment governance, ensuring transparency, consistency, and executive-level clarity.
• Provide high-quality materials and insights to support decision-making at Executive Committee and Board-level forums.

• Track and evaluate portfolio performance, ensuring delivery against financial targets, strategic outcomes, and milestones.
• Develop clear, insightful reporting and dashboards to enable proactive management of investment trade-offs and risks.
• Identify opportunities to reallocate capital dynamically in response to changing business priorities.

• Build strong relationships with senior stakeholders across Product, Technology, Operations, Finance, Risk, and Strategy.
• Act as a trusted advisor to D&A leadership, bringing structured thinking, analytical rigour, and independent challenge.
• Communicate complex analyses and recommendations clearly and concisely to both technical and non-technical audiences.

• Lead complex, ambiguous problem-solving efforts - structuring issues, synthesising data, and driving actionable recommendations.
• Proactively identify risks, bottlenecks, and opportunities, and work collaboratively to resolve them at pace.
• Foster a culture of continuous improvement in investment planning processes and tools.

We are looking for an exceptional individual with high potential
, who combines strategic thinking with execution excellence.

• Background in a top-tier strategy consulting firm, ideally at engagement manager / principal level, or similar industry strategy / transformation role.
• Proven experience in strategy, investment planning, or large-scale transformation programmes.
• Exposure to financial services, data businesses, and technology-led organisations is advantageous.

• Outstanding analytical capability - able to structure complex problems and derive clear, actionable insights.
• Excellent written and verbal communication skills - able to influence senior stakeholders with clarity and confidence.
• Strong stakeholder management and collaboration - comfortable operating across a highly matrixed, global organisation.
• Attention to detail and quality - consistently delivers best-in-class outputs under tight timelines.
• Commercial acumen - strong understanding of financial drivers, business cases, and value creation.

• Energetic, proactive self-starter with a strong sense of ownership.
• Curious and intellectually rigorous, with a passion for solving complex problems.
• Resilient and adaptable, able to thrive in a fast-paced, evolving…