Overview
What is the opportunity?
Your responsibility within this role is to ensure that all Client and Product data is input correctly and controlled appropriately for purpose. You will assist with Data Remediation of the core systems and servicing of our internal business colleagues with Data Management tasks, within established deadlines and SLA’s. Data Management supports data set-up and maintenance activities for all Wealth Management International (WMI) businesses and product lines.
What will you do?
Manage the integrity of data across multiple systems and ensure it is maintained.
Prioritise the timely completion of data remediation and standardisation projects, including exceptions identified through the Data Quality Dashboards.
Assist with the delivery and completion of User Acceptance Testing (UAT) and Post Implementation Verification (PIV) testing.
Collaborate with stakeholders to ensure that all issues, queries and obstacles are satisfactorily resolved to ensure that tasks are completed in a timely and efficient manner.
Drive the development and maintenance of an appropriate control environment in line with applicable data standards, regulatory requirements and business unit procedures.
Plan as an SME to assist with Optimisation activities including the development of new RPA processes, Service Requests and core application development.
Participate in the rotation and remediation of daily control reports and collation of task information for Management Information.
What do you need to succeed?
Must-Have
Good understanding of the regulatory environment within which WMI operates
Track record in excellent service delivery
Ability to make fast decisions, and be willing to escalate issues
Nice to have
Good understanding of the operation of various systems in use and intra- system connections and relationships
Wealth Management industry experience
Ability to articulate data management requirements to other stakeholder groups and functions, e.g. Sales & Relationship Management
What is in it for you?
We thrive on the challenge to be our best – progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible working and hybrid options fully supported