Press Tab to Move to Skip to Content Link
Select how often (in days) to receive an alert:
Glasgow, GB, G2 1EH Liverpool, GB, L3 1NW
Date: 2 Apr 2025
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.
We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.
Job Title: Transformation Office Analyst
Location: Glasgow/Liverpool
Contract Type: Perm
Reporting to: Chris Diamond
The Role
A key role within the Product and Transformation Office responsible for partnering across the Product & Transformation team to provide benefits oversight, quality assurance, standards, principles, process, RACI required to support the Product and Transformation portfolio. Supporting the HTPO and their leadership team with governance guidance, quality assurance and partner across the Product teams to support capability of our products and programmes.
Outcomes of the Role
Key duties and responsibilities of this role include:
* Prioritisation Planning
* Quality Assurance
* Financial and Benefits Management
* Framework and Tooling oversight to support and align with external controls and audit as defined within across the Product and Transformation office
* Risk and Control Management
* Reporting
* Stakeholder Management
Demonstrable experience and understanding of Portfolio Management, process frameworks, management systems (incl. KPI-definition, controlling and reporting system), strategic alignments/prioritisation, resource and demand planning.
Demonstrable experience of applying quality assurance principles to product and transformation governance and delivery.
Support the P & T office to:
* Support the execution of Product & Programme capability and governance strategy.
* Support the Reporting and Governance Manager across boards, executives and regulatory commitments and holistic oversight and reporting across the P & T function.
Knowledge, Skills and Experience
* Demonstrable detail-oriented, analytical and problem-solving mindset ideally with strong numerical academics.
* Ability to proactively contribute, deliver and work towards Product & Transformation office best practice processes & procedures.
* Ability to influence, engage and collaborate with a diverse range of personalities.
* Excellent interpersonal and articulate communication skills, including ability to negotiate successful outcomes.
* Must be a self-starter, a team player, and be able to multi-task in a fast-paced environment.
* Acts with integrity.
* Analytical and planning skills coupled with an independent, objective and process-oriented way of working.
* Able and confident to challenge assumptions and probe detail.
* Experience as part of an Exec facing transformation / programme management function.
* Experience of managing projects and/or products.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.
#J-18808-Ljbffr