CAO Transformation & Client Change Lead

• Support transformation initiatives including process enhancement, operating model redesign, proposition design/launch, and client service delivery improvements

• Drive adoption of changes and projects impacting client-facing teams and client experience; manage transition of initiatives into BAU

• Lead working groups, manage RAID logs, create packs for Working Groups and Steer Co., and hold parties accountable for delivery

• Work collaboratively across CAO and other business functions to drive alignment between client-facing teams and corporate functions

• Communicate CAO roadmap to client-facing teams and showcase change initiatives; prepare teams for transitioning change into BAU

• Liaise closely with Business Change & Transformation department on projects in progress to ensure coordinated delivery

• Manage escalations to timely resolution

• Drive collaboration between client-facing teams and corporate functions to create strong client outcomes

Requirements

• Project Management – experience in delivering transformation initiatives in the financial services industry including process enhancement, operating models, proposition design/launch, and client service delivery and managing transition into BAU
• Business Process
  - Ability to conduct comprehensive GAP analyses and impact assessments to identify improvement opportunities. Experience mapping current state and future state processes
• Communication and Influence
  - Excellent presentation skills with ability to communicate complex information clearly to diverse audiences
• Personal Effectiveness
  - Highly motivated, organised, and self-sufficient with strong ownership mentality
• Nice-to-have:
  Wealth Management experience

🔍 ATS Optimization Keywords
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Hard Skills

• Project Management
• Business Process
• GAP analysis
• Impact assessment
• Process mapping

Soft Skills

• Communication
• Presentation skills
• Influence
• Personal effectiveness
• Organizational skills
• Motivation
• Ownership mentality