Are you ready to lead large-scale change in a fast-growing, tech-enabled wealth management business? Do you thrive on transforming complexity into simplicity while keeping people, clients and colleagues at the heart of every decision? This is a rare opportunity to shape the future of financial advice in the UK.
About the Role
As Head of Transformation, you will lead enterprise-wide initiatives aligned with a bold and ambitious growth strategy. From post-acquisition integrations and strategic technology delivery to regulatory compliance and operational improvements, your leadership will be key to driving sustainable change and client value.
You will oversee a high-performing transformation team, establish modern and scalable PMO practices, and help foster a culture of continuous improvement. With a highly experienced leadership team and the backing of a committed investor, you will have the platform and support needed to make a meaningful impact.
Key Responsibilities
* Lead the design, mobilisation, and execution of strategic transformation programmes across the business
* Develop clear, outcome-focused change roadmaps that support strategic objectives
* Build and manage an agile PMO and transformation governance framework
* Oversee the successful integration of acquired firms into a unified brand, operating model, and culture
* Work cross-functionally to deliver process efficiencies, improve client experience, and ensure regulatory alignment
* Champion change leadership and drive organisation-wide adoption of new systems and practices
* Chair the internal Change Approval Board, ensuring robust governance and delivery assurance
What You Will Bring
* 5–7+ years of senior transformation or change leadership experience in complex, regulated environments
* Strong track record of delivering high-impact change and integration programmes
* Expertise in portfolio management, agile governance, and benefits realisation
* Outstanding communication and stakeholder management skills
* A collaborative, solutions-oriented mindset with a focus on outcomes
* Experience with FCA regulation, including Consumer Duty, is desirable
Success in This Role Will Look Like
* Strategic transformation programmes delivered to agreed scope, timelines, and budget
* Effective post-acquisition integrations that enhance operational efficiency and client service
* Demonstrable improvements in client and adviser satisfaction
* A confident, capable culture of change embedded across the business
Why Apply?
This is a leadership role within a dynamic and forward-thinking wealth management business that is redefining how financial advice is delivered. With access to modern technology, an ambitious vision, and a clear strategic path, you will play a central role in building a scalable, client-focused organisation of the future.