Job Objectives
The Planning & Management team is within Retail & channels Technology Operations team.
We provide a range of services to ensure the function performs optimally and effectively, and in alignment with the priorities and strategic goals.
Working with senior leaders in the function and key partners in the supporting functions, the Planning & Management team aims to drive efficiency & effectiveness across the function, quality execution of portfolio management activities, and structure & align processes regionally.
Key Responsibilities
1. Partner with Retail & Channels teams to identify the pipeline of new initiatives and project notations
2. Organize and track the pipeline, capturing data on readiness for approval and other relevant data
3. Ensure there is an aligned pipeline view across the department Office
4. Maintain and update projects approval data and dashboard
5. Partner with Office and Delivery Teams to organize and track in-flight projects
6. Prepare the weekly Management dashboard for projects – Pipeline, In-Flight Projects and Projects Target Delivery view
7. Prepare the agenda and partner teams for content for the weekly Pipeline Deck Review cadence
8. Organize the provision of the current pipeline decks for review by the leadership
9. Support the Pipeline education & training needs for the teams
10. Understand the Projects Data Reconciliation (timesheets, investment amounts etc), Project Quality & Process Adherence checks/reports, and prepare the action dashboard for teams
11. Support special initiatives, management and governance forums & workshops that may arise
Qualifications and Skills Required
· Bachelor’s Degree, with demonstrated working experience in a similar role in Financial Services
· Solid organizational skills including a methodical approach to planning & process, attention to detail and accuracy
· Good sense of risk & issue management, and escalation management
· Able to produce structured and effective presentations
· Proficient in creating presentations using the Microsoft suite of software
· Able to handle multiple priorities, maintain standards and deliver with quality under tight timeframes & pressure
· Highly self-motivated, autonomous & pro-active, and a collaborator & team-player with flexibility to take on special initiatives that may arise
· Excellent written and verbal communication skills
· Comfortable with engaging senior management
