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Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL.
We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!
About the Role
Join our dynamic team and support the Chief Operating Officer in collaboration with the Chief Strategy Officer to shape and drive a comprehensive, forward-thinking strategic plan for Operations that fosters both growth and commercial success.
As the Senior Operations Strategy Manager, you'll work closely with Client and Product teams to ensure alignment in strategy and operating models, with a focus on reimagining and digitizing client journeys. Partnering with the Investment & Programme Management Office (IPMO), you'll help track and manage all strategic initiatives in Operations, ensuring visibility into Tech & Data interdependencies as we build the Core Wealth Platform.
Additionally, you'll play a key role in monitoring HL's market progress, analysing emerging trends, and providing valuable competitor and market insights to guide HL's operational priorities.
What you'll be doing
Support the COO in developing and evolving a comprehensive, inclusive strategic plan and growth strategy for the Operations function; this role will work closely with the central Strategy team but will be embedded within the Operations function working alongside the COO and Operations SLT to help drive forward the development and delivery of the Ops plan.
Support the Chief Operating Officer in running the annual strategy process to provide both a clear narrative of progress over the prior 12 months and provide recommendations to evolve strategic plans forward a further year to build a rolling 3-year plan that ensures delivery of strategic goals.
Support the Operations function to ensure the annual operating plan and budget process delivers a plan that is aligned to HL's overall strategic plan, working closely with SLT to deliver the functions longer term goals.
Support the Chief Operating Officer in the redesign and digitalisation of all client journeys
Support the continuous monitoring and analysis of market trends, macroeconomic factors, market share changes, government regulation, strategic risks and competitive landscapes in the platform and investment operations sector, providing insights and recommendations to the Operations SLT to ensure we evolve our strategy to assist our strategic aim of being at the forefront of the market
Work closely with IPMO to ensure tracking and control of all Operations strategic initiatives, ensuring clear sight of Tech & Data interdependencies
Support the COO in the preparation, presentation and monitoring of core reporting, including but not limited to OKRs, Quarterly Business review (QBR) and Board and ExCo materials.
Provide support and help drive specific strategic transformation projects from initial scope through to implementation for the Operations function.
Proactively engage and collaborate with key stakeholders across the broader HL business to ensure a joined-up approach; particularly across Digital, Client, Product, Finance and Risk.
Provide support to the strategy capability across HL, fostering a collaborative and inclusive work environment, promoting knowledge sharing and cross-functional cooperation.
About you
Experience of working within and having a thorough understanding of financial service and Wealth/ Platform environments- built through either industry or professional services experience
In-depth experience of operational transformation, with particular focus on client journey reengineering and the implications for an organisation
Experience of supporting the development of strategic plans across an organisation.
Strong commercial awareness
Accomplished relationship builder, with the ability to build consensus and strengthen the collaboration amongst diverse stakeholders
Excellent attention to detail, with an equally good understanding of the big picture applying a curious mindset.
Ability to juggle competing priorities across a broad and fast paced environment.
Good knowledge of financial services and investment products is preferred; prior knowledge of HL would be advantageous
Excellent communication skills and the ability to articulate complex information in an engaging and simplistic way.
Excellent written and oral communication skills are essential
Strong PowerPoint skills are essential
Interview process
The selection process will incorporate competency-based questions including an assessment of your technical knowledge and transferable skills. For candidates who progress to the next stage, there will be a presentation or assessment to prepare and deliver and an online psychometric assessment.
Working Schedule
This role is based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. For this role we offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office.
Why us?
Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments.
To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.
What's on offer?
Discretionary annual bonus* and annual pay review
25 days* holiday plus bank holidays and 1-day additional Christmas closure
Option to purchase an additional 5 days holiday**
Flexible working options available, including hybrid working
Enhanced parental leave
Pension scheme up to 11% employer contribution
Income Protection and Life insurance (4 x salary core level of cover)
Private medical insurance*
Health care cash plans - including optical, dental, and out patientcare
Health screening programme
Help@hand - confidential support including mental health counselling and remote GP
Wellhub - unlimited access to fitness providers and wellness coach sessions
Variety of travel to work schemes with bike storage and shower facilities
Inhouse barista and deli serving subsidised coffee and sandwiches
Two paid volunteering days per year
* dependant on role level
** only available to select during our annual benefits window, in November each year
Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.
This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information.
Please note, we are unable to provide employment sponsorship to candidates.
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