Private Bank Investments Platform Delivery Manager, AVP

We are looking for an experienced Investment Platform Delivery Manager to partner with the Private Bank COO and Product Heads in delivering key investment platform and process initiatives. The role combines BAU service management with change delivery, supporting front office productivity and client experience. Working in the PBWM COO team, with oversight of the investment service journeys to raise the service benchmark across the business, supporting, coordinating and communicating issue management to improve E2E process and client and colleague experience.

Key Responsibilities

• Act as a service partner to Front Office and Investments teams, managing, coordinating and communicating service and platform issues
• Lead delivery of process and platform enhancements across investment workflows
• Drive improvements across core processes and platforms (e.g. Avaloq, FinIQ, Bloomberg OMS)
• Partner with Product, Technology, Operations, and Agile delivery teams
• Support investment products delivery and governance and ongoing BAU activities

Key Requirements

• Minimum 5 years’ experience in Private Banking, Wealth Management, or Investment Banking
• Strong understanding of investment products and end‑to‑end investment processes
• Hands‑on knowledge of Avaloq, FinIQ, Bloomberg OMS or similar platforms
• Proven track record delivering process and platform change
• Strong stakeholder management and business‑facing experience

You may be assessed on key critical skills relevant for success of the role including job-specific technical skills and interpersonal skills.

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific, and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

Purpose of the role

To take responsibility for end-to-end local Platform management including – strategy design & execution, scalable and stable platform for client & colleagues, regulatory risk mitigation & management, platform development.  

Accountabilities

• Business ownership of system, processes & procedures on the platform and end to end client journey management, oversight, business continuity & service recovery.
• Management, understanding and interpretation of local & group regulatory requirements & standards.
• Driving Platform strategy and change agenda, seeking innovative solutions to differentiate, streamline and de-risk the platform to directly contribute to client experience, Banker efficiency and managing / reducing regulatory risk.
• Using KPIs and data to monitor and measure of the platform effectiveness and change improvements.
• Managing, reporting and representing the platform performance at relevant governance fora.
• External (where required) and internal stakeholder management including regulators, senior leaders, client facing colleagues and infrastructure partners.
• Provision of guidance, coaching and support to improve colleagues' delivery quality.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.