Experience

The Marlborough Group

• United States
• Business Consulting and Services

• Group Change Manager

  • Feb 2021 - Present

  • Built and led the Group Change Management function across the Investment Manager, ACD and Platform • Built and implemented Group Change Management methodologies and practices • Built, implemented and managed a Group wide Regulatory Change Management Framework • Led the Strategic Change Programme • Led a wholesale organisational redesign and shared service design and implementation • Built and led the Group Change Management function across the Investment Manager, ACD and Platform • Built and implemented Group Change Management methodologies and practices • Built, implemented and managed a Group wide Regulatory Change Management Framework • Led the Strategic Change Programme • Led a wholesale organisational redesign and shared service design and implementation



Davies Group Limited

• United Kingdom

• Director - Strategic Accounts

  • May 2018 - Oct 2020

  • Delivered revenue to meet and exceed Business Plan • Built and executed on service and product proposition • Developed robust, enduring, profitable Client relationships [including members of the “Big 4”] • Developed best in class service delivery • Board Member • Delivered revenue to meet and exceed Business Plan • Built and executed on service and product proposition • Developed robust, enduring, profitable Client relationships [including members of the “Big 4”] • Developed best in class service delivery • Board Member



Volunteering

• Career Break - Volunteering and Property Renovation

  • Aug 2016 - May 2018

  • Acquisition, redevelopment, sale and letting of residential properties • Volunteering at local prisons and charities • Acquisition, redevelopment, sale and letting of residential properties • Volunteering at local prisons and charities



Charis Grants Ltd

• United Kingdom

• National Programme Manager (Interim)

  • Oct 2015 - Jun 2016

  • Management of third party organisations delivering projects funded by the charitable trust administered by Charis driving up SLA performance by 20% • Directed a strategic review of external providers resulting in a smaller number of strategic relationships that reduced the operational cost base by 15% • Performed a strategic review of the Charis business that transitioned the business from an operation led organisation to a technology led business with a stronger commercial focus • Management of third party organisations delivering projects funded by the charitable trust administered by Charis driving up SLA performance by 20% • Directed a strategic review of external providers resulting in a smaller number of strategic relationships that reduced the operational cost base by 15% • Performed a strategic review of the Charis business that transitioned the business from an operation led organisation to a technology led business with a stronger commercial focus



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Service Delivery Manager (Interim)

  • Jan 2015 - Jun 2015

  • Built and implemented a project management governance framework • Delivered technology projects to the defined contribution pension business allowing the business to be “open” for the new pension freedom reforms and gain first mover advantage • Grew exceptional relationships with key external technology vendor (for example, TCS) to meet short term resourcing pressures to deliver on project outcomes • Built and implemented a project management governance framework • Delivered technology projects to the defined contribution pension business allowing the business to be “open” for the new pension freedom reforms and gain first mover advantage • Grew exceptional relationships with key external technology vendor (for example, TCS) to meet short term resourcing pressures to deliver on project outcomes



Integrated Financial Arrangements (Transact)

• Head of Projects and PMO

  • Jan 2011 - Jun 2014

  • Readied the business for sale by developing and delivering a virtually integrated strategy focussing on production (new products) and distribution (tie ups with IFAs) • Established and managed the PMO function facilitating informed, rounded decision making • Directed the programme management of key regulatory projects (e.g. RDR) and new product developments, including R&D, of several innovative products (investment, life and pensions) • Identified and invested in a small number of start-up businesses to diversify the business, grow additional volume, revenue and profitability – responsible for investment of £2m • Established / chaired the Strategic Planning and Development Forum • Built, mentored and managed a team of Project Managers and Business Analysts • Developed and implemented a bespoke project management delivery framework Show less



Huntswood

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Delivery Manager

  • Oct 2008 - Dec 2010

  • Scoped, built and led one of the UK’s largest PPI remediation enforcement exercises contacting over 200,000 clients, assessing customer complaints through multiple channels allowing the Client to fulfil their obligations to the Regulator • Successfully ran complex, regulatory sensitive Client remediation projects across multiple sites • Led all aspects of the Accounts P&L driving all contractual / commercial discussions (Big 4 Banks):  Delivered new business opportunities resulting in revenue of £20m+  Grew revenue by 20% year on year in challenging market conditions • Influenced effectively at all levels within Client organisations from main FTSE Board Members down Show less



J P Morgan

• Head of Change

  • Dec 2006 - Oct 2008

  • Led multiple client driven change (150+ projects) across multiple sites across the globe • Developed and implemented a business wide project governance framework • Established and managed the IOS PMO function tracking / reporting on 150+ projects • Responsible for annual staffing and change budget of £6m • Built, mentored and managed a team of 30 Project Managers and Business Analysts • Managed virtual teams across the globe to develop bespoke, innovative Client solutions • Embedded an outward facing Client centric model born from an internal lift-out which resulted in the function being more client focussed and commercially astute • Grew robust, enduring Client relationships through implementation of strong relationship management models and delivery • Established and chaired Client Joint Change Committees • Senior management point of escalation for dispute resolution and project commercials Show less



Pearl

• United States
• Retail Office Equipment

• Head of Outsourcing & Relationship Management

  • 2001 - 2006

  • Established the Outsourcing and Relationship Management function responsible for strategic direction and the commercial success of outsourcing initiatives / affinity partner arrangements • Negotiated outsourcing deals with suppliers and strategic alliances with affinity partners • Revenue grown from £3m pa to £10m pa over a 5-year period i.e. 330% growth • Built and implemented the Pearl Group Limited Outsourcing Policy • Instigated and led a strategic review of outsourcing arrangements and in-house operations resulting in cost savings of £1m per annum and a move from a series of tactical outsourcing arrangements to a smaller number of strategic partnerships • Accountable for an annual budget of £11.5m and developing an annual income stream of £10m • Strong academic knowledge (MBA) and commercial experience of outsourcing practices, contract governance and relationship management frameworks Show less



AMP Limited

• United Kingdom
• Textile Manufacturing
• 1 - 100 Employee

• Senior Project Manager

  • 2000 - 2001

  My responsibilities included: 1) Developed and project managed a shared service model across the Pearl Group of companies 2) Developed and successfully negotiated Service Levels Agreements (SLAs) across stakeholder groups 3) Developed and implemented consistent and robust SLA reporting frameworks 4) Developed an outsourcing model for outsourcing in-house UK annuity administration My responsibilities included: 1) Developed and project managed a shared service model across the Pearl Group of companies 2) Developed and successfully negotiated Service Levels Agreements (SLAs) across stakeholder groups 3) Developed and implemented consistent and robust SLA reporting frameworks 4) Developed an outsourcing model for outsourcing in-house UK annuity administration