Principal Consultant - Operational Excellence (Principal, Financial Services)

About the job

As part of the Transform Together Consulting team, you will lead impactful change primarily in the area of Data and AI by partnering with industry-leading companies to shape strategy and drive operational excellence.

You will be working across organisational levels, depending on your comfort and experience, from SMEs to the C-Suite to help provide structure, knowledge, and insight into the best methods to deliver their transformation agenda.

This typically involves taking a business objective from discovery through to adoption into BAU, utilising a combination of agile and traditional project and change management techniques. You will get real responsibility and accountability from the outset - you tell us how far you want to go; it's our job to get you there!

About Transform Together!

Our mission is to enable people to live and work to their greatest potential. We are a consultancy full of business and technology transformation specialists who share the same values, attitude and work ethic. We believe that we do our best work with clients when we collaborate, feel truly valued and put happiness at the forefront of our operating

model.

At Transform Together, we help clients define, design, assess and deliver their transformation initiatives. But make no mistake, delivery and measurability are at the forefront of our consulting model. Our fresh, innovative viewpoint and delivery discipline create a competitive advantage, which is evident in our growth rate; we have maintained a triple-digit growth rate year-on-year.

We are a delivery and team-oriented firm looking for like-minded individuals who have a passion for value creation. In return, you will be rewarded in ways that other consultancies don’t: all-inclusive weekends away to the world’s best cities, a fantastic array of benefits and most importantly, you’ll always be treated with respect.

About You

Essential Skills and Experience

• 6+ years overall professional experience, including:
• At least 3 years in management or technology consulting
• At least 4 years within Financial Services (specifically Wealth, Asset Management, Investment, or Insurance)
• University degree in Business Management or Administration, Economics, Technology or Engineering, or a related field; a Master’s degree is a plus
• Identifying, assessing and leading on the implementation of opportunities for operational performance improvement, automation and AI-enabled operations management to reduce cost, increase productivity, and enhance customer experience.
• Performing data-driven diagnostics of operational performance to identify waste, rework, and automation opportunities.
• Using process intelligence, AI-enabled process management, and other accelerators to drive end-to-end transparency, uncover opportunities, and measure outcomes.
• Ensuring alignment across stakeholders by using collaboration and delivery management tools to track progress, benefits and risks.
• Defining KPIs and reporting frameworks to baseline, measure, and demonstrate the value delivered.
• Taking an active role in developing our Operational Excellence propositions, methods, and tools. Proven experience applying process mapping methodologies (such as SIPOC, BPMN) to analyse, design, and optimise business processes.
• Ability to assess business requirements or needs and translate them into structured, achievable stories to be delivered against
• Experience working closely with technical and non-technical stakeholders to elicit, analyse and document requirements
• Deep understanding of the mechanisms and tools to manage the successful delivery from both a traditional and agile perspective
• Excellent communication, presentation and stakeholder management skills. A natural collaborative approach to your work, confident even amongst challenging stakeholders groups
• A positive, can-do attitude, strong team ethos and ability to work in an entrepreneurial environment
• Proactive approach to your work, maintaining high-quality standards while embracing innovative approaches to solve complex challenges.

Desirable Skills and Experience

• Experience leveraging AI tools to automate business processes and enhance operational efficiency is highly desirable
• Lean Six Sigma or alternative problem-solving accreditations
• Understanding and experience in utilising modern data analytics, governance and migration approaches
• Experience managing post-merger integration in the Finance, Wealth or Asset Management sector
• Ability to facilitate delivery management processes in line with scope and requirements

Benefits and Perks

• Highly competitive base salary and industry-leading bonus scheme
• Shareholding in Transform Together (opportunity to be part of a growing scale-up boutique consultancy)
• Training opportunities and incentives - improving yourself through experience and knowledge is one of Transform Together's top priorities
• Life Assurance (4 x annual salary)
• 25 days annual leave plus bank holidays
• Private Health Care with a leading provider
• Transform Together on Tour (See our LinkedIn)
• Quarterly Social and more

Requirements added by the Job Poster

Applicants must have the legal right to work in the UK. All offers of employment are conditional upon the successful completion of a pre-employment right to work check.