Job description

Consulting Operations Transformation Director - Wealth Management

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Line of service
Consulting - Operations
Financial Services
Position type
Full Time
Job ID

Job description

Who we are looking for

We’re one of the world’s leading professional services organisations. From 158 countries, we help our clients, some of the most successful companies on the globe, as well as its most dynamic entrepreneurs and thriving private businesses, to create the value they want. We help to measure, protect and enhance the things that matter most to them

PwC is looking for new Directors within our Retail Banking focused Finance Consulting team. We are looking for people with skills in Finance transformation and also people with broader technology enabled insurance transformation experience.

Within this context, we have high growth targets and part of the strategy to achieve this is to bring in experienced hires to help our clients meet the challenges they are facing in the insurance sector.

We deliver high value solutions, from strategy to execution, solving our clients’ complex business problems through technology enablement. These include in overview:
  • Finance transformation (operating model, process change, shared services, sourcing, technology enablement etc.)
  • Driving value from technology and operations (architecture design of systems and operating model for Insurers)
  • Finance systems implementation (ERP, Report tool, Consolidation, information models, data storage etc.)
  • Risk and regulatory complexity (regulatory reporting etc.)
  • Achieving business insight and achieving business growth

We are looking for dynamic Banking Finance change leaders – the profile below is broad and we are interested in talking to all candidates who see themselves in this space. Of note, we are interested in both ‘process consultants’ (who focus on Finance Insurance Op Model, Process, Shared Services etc.), as well as ‘technology consultants’, who are experienced in Finance systems and data architecture design and implementation.

About the role

Within the field of Retail Banking Finance this is a senior level appointment for a Director to be responsible for:
  • Building relationships with our key Retail Banking clients;
  • Identifying client needs and proposing solutions to them;
  • Leading the delivery of projects;
  • Developing the careers of the teams working with and reporting to you;
  • Being part of the leadership team in the Capital Markets Consulting practice; and
  • Maintaining a consistently high and leading edge market profile.

The ideal candidate would be interested in progressing their career to the next level with an aim of becoming a candidate for partnership in an average two to four year timescale.

Key responsibilities
  • Business development
  • Delivery leadership
  • Finance and wider Consulting team building
  • Contribution to the partnership
  • Thought leadership

Essential skills:
  • Must have extensive experience & network within the financial services and particularly Retail Banking industry;
  • Finance Transformation Programme experience. Understand Finance change in Insurance, ideally from strategy through to technology enabled delivery
  • Developed solutions to Finance function challenges utilising significant knowledge in one or more of the following areas:
    • Business solution architecture design
    • Process redesign
    • Finance systems implementation
    • Operating model design, including business partnership roles
    • Shared Service Centres/ Outsourcing
  • Business acumen to identify client’s real business needs which PwC can satisfy;
  • Personal and Professional Development - Committed to seeking and acting on feedback and learning opportunities;
  • A track record of sales and delivery within a similar environment.

Desirable Skills:
  • Business Skills - Understanding our client's business and showing strong commercial acumen in the seeking out of opportunities and the winning of work
  • Delivery Skills - The ability to use our industry and technical skills to better deliver practical solutions that are valued by the client
  • Experience of Lean methodologies for process/ cost optimisation
  • Familiarity with Systems and data concepts (e.g. Data Models, Datamarts/ Warehouses/ Data Hubs, ERP & EPM systems)



In Consulting we deliver practical, far-sighted advice that gets straight to the heart of clients’ business issues and delivers amazing results by helping our clients improve the way they operate, reduce costs, manage risks, leverage talent or fundamentally change the way they do business, the work you do will be all about helping organisations of all shapes and sizes work smarter and grow faster. You could find yourself working with household names in a diverse range of industries – everyone from big-name broadcasters and high-street banks to multinational telecoms operators and energy companies.

The skills we look for in future employees

All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, ‘The PwC Professional’ and are made up of five core attributes; whole leadership, technical capabilities, business acumen, global acumen and relationships.

Learn more here


We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool, as well as those who reflect the diverse nature of our society. And we aim to encourage a culture where people can be themselves and be valued for their strengths. Creating value through diversity is what makes us strong as a business and as an organisation with an increasingly agile workforce, we're open to flexible working arrangements where appropriate.

Learn more here

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