Job description
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 integration's 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 efficiency's, 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
- 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, time-lines, and budget
- Effective post-acquisition integration's 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.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
