Description

Experienced at executive and senior leadership levels within Financial Services sector. I have been instrumental in shaping and implementing enterprise-wide vision, business strategy and organisational goals. I enjoy close collaboration with diverse key business centres and enabling functions building engagement, collaboration and input quality to deliver strategies that are actionable, results-driven, and align effectively with company objectives. Through these partnerships and cultural approach, I have driven enhanced profitability, optimized business operations, and positioned organizations for long-term, sustainable growth. I have led and coordinated a broad spectrum of projects, managing both internal and external resources, maintaining strong stakeholder engagement, and ensuring initiatives are closely aligned with corporate strategic priorities.

Activities have included:

• Initiation of comprehensive business growth strategy that improved salesforce productivity, integration with key referral channels, and increased business inflow pipeline.

• Oversight/direction of complex, multi-faceted project workstreams with an estimated investment expenditure of £6 million. Projects delivering high-priority regulatory implementations, enhanced system & controls, propositional evolution and initiation of business transformational activities.

• Led operational restructuring of company managing £5 billion in assets.

• Oversight/direction of key initiatives including rebranding, exit/wind down of legacy business channel, establishment of independent governance and oversight entity.

• Initiated review of legacy change program and operating model and established business transformation strategy and evaluation of alternate fintech solutions.

• Co-led development of strategic business acquisition opportunities, evaluating strategic objectives and co-ordinating/directing in-house senior team in due diligence, business case analysis, and stakeholder engagement.

Industry field of expertise

Languages

English
Native or bilingual

Workplace preferences

Can work on-site

London (up to 50km)

Handelsbanken Wealth & Asset Management Ltd
CHIEF EXECUTIVE OFFICER - COMPANY DIRECTOR & BOARD MEMBER, SMF1 & SMF3
BANKING AND INSURANCE
September 2020 - October 2024 (4 years and 1 month)
London, UK
Responsibility for P&L and Balance Sheet, reporting directly into Board environment.
Organisational leadership responsibility for diverse functional, enabling and business orientated teams for Wealth Management company, 190 staff.
Responsible for company strategic & business goals and objectives, identifying, agreeing and implementing policies and strategies to deliver.
Leading senior level relationships with Shareholder and subsidiary entities, regulators and relevant trade associations.
Overseeing establishment and maintenance of system and controls appropriate to ensure compliance with legislative/regulatory requirements.
Chair / Member of Exec Council, Company Board, Remuneration, Audit risk & compliance, Financial crime, credit & project steering committees.
Activities included:
• Spearheaded comprehensive business growth strategy that enhanced salesforce productivity, integration with key referral channels, and increased business inflow pipeline.
• Oversaw/directed complex, multi-faceted project workstreams with an estimated investment expenditure of £6 million. Projects delivered high-priority regulatory implementations, overhaul of system and control environment and initiation of business transformation works.
• Led operational restructuring of company managing £5 billion assets under management (AUM).
• Oversaw and directed key initiatives including, rebranding, new & refined proposition suite, exit/wind down of a legacy distribution channel, approval/delivery of new fund oversight and governance entity.
• Led review of legacy change program and infrastructure risks, developing and initiating a business operating model transformation strategy. including 3rd party fintech solution partners.
• Co-led development of strategic business acquisition opportunities, evaluation of strategic objectives and co-ordinating in-house senior management team in due diligence, business case analysis, and engaging stakeholders.

Team management Change and Transformation Management business transformation Corporate strategy project oversight
Handelsbanken Uk Plc
HEAD OF HANDELSBANKEN CENTRAL UK, SMF6
BANKING AND INSURANCE
February 2019 - September 2020 (1 year and 7 months)
Birmingham, UK
Leadership and functional responsibility for all Operations, Credit, Customer service, Regulated Sales and Compliance standards across a Regional Bank consisting of 41 branches, c.18,000 customers, c.450 staff and a combined Lending/Deposit book of £7.5bn.
• • Spearhead and influence regional business growth strategy.
• • Led improvement and delivery focus around regional credit standards and integrity of capital allocation.
• • Co-ordination of regional governance acting as Chair or Member of various regional and UK Plc committees and decision-making forums across areas including Credit, Operational Risk and Financial Crime.
• • Member of UK Plc Leadership group and Executive committee. Line Manager to Regional Bank Department Heads and Branch Managers.
Handelsbanken Uk
AREA MANAGER - London & South East
BANKING AND INSURANCE
February 2017 - February 2019 (2 years)
London, UK
Led and co-ordinated 17 Private & Commercial/Corporate banking branches across areas including development of strategic and business growth goals, financial development, new and ongoing customer and credit quality, operational rigour, customer satisfaction and line management responsibilities. Influenced and co-ordinated new branch openings and rationalisations. Member regional Credit Committee and Leadership Group, forming key governance structure of the region.