UBL UK (United National Bank Limited)
We are seeking a Head of Strategy and Capital to lead strategic planning and capital management. The Head of Strategy and Capital will be the Chief Executive's principal partner on the Bank's strategic agenda, capital allocation, and performance insight. The role-holder will own the Bank's strategic plan, the frameworks through which capital is deployed and returns are measured, and the strategic management information that informs Executive Committee and Board decision-making. The role plays a central part in the Bank's growth and corporate development trajectory, and represents the Bank's strategic position to the Board, shareholder, regulators, and external stakeholders. Key responsibilities: Strategy & Corporate Development • Lead the development and refresh of the Bank's 3 5 year strategic plan, ensuring alignment with shareholder direction and regulatory expectations. • Translate strategy into measurable initiatives, owners, milestones, and KPIs through a live execution-tracking system. • Conduct continuous market, competitor, and peer analysis across UK specialist real estate finance to inform Executive and Board deliberations. • Maintain a structured view of inorganic growth opportunities. • Partner with business heads to shape product, distribution, and origination strategy in line with the agreed plan. Capital Allocation & Performance Frameworks • Design and own the methodology for transfer pricing and risk adjusted returns • Set, review, and challenge product-level and segment-level hurdle rates; provide the analytical lens that informs pricing, credit, and asset-and-liability committee decisions. • Support the Bank's capital strategy, providing the strategic and analytical input into capital instrument decisions and capital planning. Strategic MI, Board & Stakeholder Engagement • Own the strategic management information that supports Executive Committee and Board decision-making. • Establish unified strategic reporting frameworks drawing on Finance, Risk, Treasury, and Operations data sources. • Coordinate Board and Committee materials originating from the CEO's office, ensuring accuracy, timeliness, and strategic coherence; maintain a forward calendar of Board, Committee, and regulatory submissions. • Lead author and co-presenter, with the CEO, of strategic materials to the Board, shareholder, regulators, and other external stakeholders. • Maintain robust tracking of Board decisions and action points to ensure documentation, monitoring, and completion. Other Job Requirements An In-depth knowledge of retail banking and ancillary products. Internal audit experience in banking. Profile Essentials • Minimum 10 years' professional experience in banking, strategy consulting (with banking specialism), corporate development, or strategic finance. • Demonstrable depth in UK specialist or commercial lending markets buy-to-let, bridging, development finance, or commercial real estate lending. • Strong banking finance fluency. • Comprehensive understanding of UK banking regulation (PRA/FCA), the Senior Managers & Certification Regime, and Board governance frameworks. • Track record of leading strategic plans through to execution, not only formulation. • Superior financial analysis and presentation capabilities; proven ability to convert data into Board-quality decisions. • Excellent written and oral communication; precise, succinct, and Board-ready. • Capacity to operate effectively in a fast-paced environment within a small, senior team with significant organisational visibility. Competencies • Strategic thinker with strong commercial judgement and a bias to action. • Intellectually rigorous; uses data and evidence to form views, and is comfortable challenging assumptions, including those of executive peers. • Direct, decisive, and brevity-focused in communication. • Strong stakeholder management; able to influence at Board, shareholder, and regulator level. • Operates with integrity and a high standard of personal conduct. Desirable • Finance qualification (ACA, ACCA, CFA) or MBA from a recognised institution. • Direct experience of corporate development or M&A transactions in UK banking or specialist finance. • Prior experience of senior-level regulatory engagement. • Familiarity with second-line risk and third-line audit frameworks. Conduct rules for all staff: Responsibilities • Act with integrity, respect and trustworthiness • Act with the due skill, are and diligence • Be open and cooperative with the Bank, the FCA, the PRA and other regulators • Pay due regard to the interests of customers and treat them fairly • Observe proper standards of market conduct and business conduct • Ensure that the business of the firm for which are you are responsible is controlled effectively. • Ensure that the business of the firm for which you are responsible complies with the relevant requirements and standards of the regulatory system. We offer a competitive salary and benefits package, a supportive work environment and opportunities for professional development. If you are ready to make a significant impact and drive our organisation forward, we encourage you to apply for this exciting opportunity. Apply to find out more information about the position, including salary, work arrangements, and application process. Our Commitment to You We are committed to ensuring that: our pay remains competitive in the labour market; we pay individuals in line with normal industry practice and standards; our pay is consistent and fair; we take into account the official data on inflation; we recognise individual performance and reward employees accordingly; and individuals are not discriminated against because of gender, marital or civil partnership status, race, religion or belief, sexual orientation, age, disability, gender reassignment, pregnancy and maternity, or because they work part time or on a fixed-term contract. Our Benefits x4 Life Assurance Pension (10% employer contribution) Private Medical Insurance Income Protection Critical Illness Cover Company Car Scheme Season Ticket Loan Gym Membership (Wellhub) Cycle2Work EAP Please note that our benefits are not contractual and we reserve the right to amend or withdraw them at any time. Our benefits are based on certain eligibility criteria and are only applicable to our permanent and fixed term employees. They do not apply to interns, work placements, contractors, consultants or any self-employed individuals working for the organisation.
We are seeking a Head of Strategy and Capital to lead strategic planning and capital management. The Head of Strategy and Capital will be the Chief Executive's principal partner on the Bank's strategic agenda, capital allocation, and performance insight. The role-holder will own the Bank's strategic plan, the frameworks through which capital is deployed and returns are measured, and the strategic management information that informs Executive Committee and Board decision-making. The role plays a central part in the Bank's growth and corporate development trajectory, and represents the Bank's strategic position to the Board, shareholder, regulators, and external stakeholders. Key responsibilities: Strategy & Corporate Development • Lead the development and refresh of the Bank's 3 5 year strategic plan, ensuring alignment with shareholder direction and regulatory expectations. • Translate strategy into measurable initiatives, owners, milestones, and KPIs through a live execution-tracking system. • Conduct continuous market, competitor, and peer analysis across UK specialist real estate finance to inform Executive and Board deliberations. • Maintain a structured view of inorganic growth opportunities. • Partner with business heads to shape product, distribution, and origination strategy in line with the agreed plan. Capital Allocation & Performance Frameworks • Design and own the methodology for transfer pricing and risk adjusted returns • Set, review, and challenge product-level and segment-level hurdle rates; provide the analytical lens that informs pricing, credit, and asset-and-liability committee decisions. • Support the Bank's capital strategy, providing the strategic and analytical input into capital instrument decisions and capital planning. Strategic MI, Board & Stakeholder Engagement • Own the strategic management information that supports Executive Committee and Board decision-making. • Establish unified strategic reporting frameworks drawing on Finance, Risk, Treasury, and Operations data sources. • Coordinate Board and Committee materials originating from the CEO's office, ensuring accuracy, timeliness, and strategic coherence; maintain a forward calendar of Board, Committee, and regulatory submissions. • Lead author and co-presenter, with the CEO, of strategic materials to the Board, shareholder, regulators, and other external stakeholders. • Maintain robust tracking of Board decisions and action points to ensure documentation, monitoring, and completion. Other Job Requirements An In-depth knowledge of retail banking and ancillary products. Internal audit experience in banking. Profile Essentials • Minimum 10 years' professional experience in banking, strategy consulting (with banking specialism), corporate development, or strategic finance. • Demonstrable depth in UK specialist or commercial lending markets buy-to-let, bridging, development finance, or commercial real estate lending. • Strong banking finance fluency. • Comprehensive understanding of UK banking regulation (PRA/FCA), the Senior Managers & Certification Regime, and Board governance frameworks. • Track record of leading strategic plans through to execution, not only formulation. • Superior financial analysis and presentation capabilities; proven ability to convert data into Board-quality decisions. • Excellent written and oral communication; precise, succinct, and Board-ready. • Capacity to operate effectively in a fast-paced environment within a small, senior team with significant organisational visibility. Competencies • Strategic thinker with strong commercial judgement and a bias to action. • Intellectually rigorous; uses data and evidence to form views, and is comfortable challenging assumptions, including those of executive peers. • Direct, decisive, and brevity-focused in communication. • Strong stakeholder management; able to influence at Board, shareholder, and regulator level. • Operates with integrity and a high standard of personal conduct. Desirable • Finance qualification (ACA, ACCA, CFA) or MBA from a recognised institution. • Direct experience of corporate development or M&A transactions in UK banking or specialist finance. • Prior experience of senior-level regulatory engagement. • Familiarity with second-line risk and third-line audit frameworks. Conduct rules for all staff: Responsibilities • Act with integrity, respect and trustworthiness • Act with the due skill, are and diligence • Be open and cooperative with the Bank, the FCA, the PRA and other regulators • Pay due regard to the interests of customers and treat them fairly • Observe proper standards of market conduct and business conduct • Ensure that the business of the firm for which are you are responsible is controlled effectively. • Ensure that the business of the firm for which you are responsible complies with the relevant requirements and standards of the regulatory system. We offer a competitive salary and benefits package, a supportive work environment and opportunities for professional development. If you are ready to make a significant impact and drive our organisation forward, we encourage you to apply for this exciting opportunity. Apply to find out more information about the position, including salary, work arrangements, and application process. Our Commitment to You We are committed to ensuring that: our pay remains competitive in the labour market; we pay individuals in line with normal industry practice and standards; our pay is consistent and fair; we take into account the official data on inflation; we recognise individual performance and reward employees accordingly; and individuals are not discriminated against because of gender, marital or civil partnership status, race, religion or belief, sexual orientation, age, disability, gender reassignment, pregnancy and maternity, or because they work part time or on a fixed-term contract. Our Benefits x4 Life Assurance Pension (10% employer contribution) Private Medical Insurance Income Protection Critical Illness Cover Company Car Scheme Season Ticket Loan Gym Membership (Wellhub) Cycle2Work EAP Please note that our benefits are not contractual and we reserve the right to amend or withdraw them at any time. Our benefits are based on certain eligibility criteria and are only applicable to our permanent and fixed term employees. They do not apply to interns, work placements, contractors, consultants or any self-employed individuals working for the organisation.
Investengine Limited
About InvestEngine InvestEngine is everything the modern investor should need: unbeatable value, market-leading automation, and built for simple, long-term investing. We've built a strong foundation - over £2 billion invested, award-winning service, and a passionate, high-calibre team. Now we're entering the next stage: scaling operational excellence to match our growth ambitions. This is where you come in. About the Role We're looking for a Senior Strategy & Operations Manager to join our CEO Office, focused on Performance. This is a high-impact individual contributor role responsible for building how the company measures and drives performance. You'll work directly with the CEO and COO to design and implement a data-driven performance system from the ground up - defining KPIs, building visibility, and establishing execution discipline across the business. You won't be managing a function - you'll be enabling the whole company to operate with clarity, accountability, and measurable outcomes. This role is ideal for someone who combines consulting-level structured thinking with hands on execution, enjoys solving ambiguous operational problems, and is comfortable working with incomplete or fragmented data. You'll work closely with Product, Engineering, Compliance, Finance, People, and Operations - influencing without formal authority and owning initiatives end to end. What You'll Do Own and deliver high-priority, cross-functional initiatives focused on performance and operational effectiveness Define and implement a clear KPI framework across company, team, and individual levels Translate CEO priorities into structured plans with milestones, KPIs, and clear accountability Work directly with fragmented and incomplete data - using SQL and Python where needed to extract, structure, and analyse performance Build simple, decision-driving dashboards and reporting to create visibility across the business Redesign and implement a data-driven performance review process Establish a clear execution cadence (weekly, monthly, quarterly reviews) to track progress and drive accountability Diagnose root causes of operational inefficiencies and implement scalable fixes Design and improve workflows using automation, AI (e.g. Notion AI), and internal systems Drive adoption of tools such as Asana, Notion, and workflow systems to improve execution discipline Act as a force multiplier for the CEO and COO - increasing clarity, speed, and accountability across teams What We're Looking For 5-8+ years of experience in fintech scale ups, consulting (McKinsey, Bain, BCG) or similar high performance environments Proven track record of independently leading and delivering cross functional initiatives Strong structured problem solving skills (hypothesis-driven, root cause focused) High data literacy - confident using SQL and Python to work with real, imperfect data Comfortable designing processes and working with operational tooling (Asana, Notion, systems integrations) Strong written and verbal communication skills - able to bring clarity to ambiguity High ownership, strong execution discipline, and comfort operating in a fast-moving environment Exposure to automation or AI enabled workflows Experience building performance frameworks or KPI systems Experience working in high growth or scaling companies Success in This Role Looks Like A clear, adopted company-wide KPI framework Reliable visibility on company and team performance Performance reviews that are data driven and actionable Faster decision to execution cycles across teams Reduced operational load on senior leadership Scalable systems that remove recurring friction How We Work We're a lean, fast moving team that values clarity, ownership, and transparency. You'll have the freedom to experiment, the responsibility to follow through, and the backing of a team that values clear thinking and open dialogue. We believe in solving problems at the root, not just treating the symptoms. What We Offer Impact from day one You'll take on meaningful work from the start, tackling real challenges that drive the stability, efficiency, and growth of our business. Room to grow As we scale, you'll have opportunities to expand your responsibilities, influence how we work, and help shape our long term direction. Transparent and open culture We share decisions openly, keep communication channels clear, and encourage collaboration across every part of the business. Supportive, high calibre team Work alongside talented professionals who are experts in their fields - smart, driven, and generous with their knowledge. Remote first and flexible Work in the way that best suits you. We focus on results, not rigid hours, and trust you to manage your time effectively. Our Hiring Process Introductory call with our Talent team Gamified cognitive assessment to understand how you think and problem solve Competency interview focused on structured problem solving and operational execution Senior leadership interview to explore strategic alignment and cultural fit
About InvestEngine InvestEngine is everything the modern investor should need: unbeatable value, market-leading automation, and built for simple, long-term investing. We've built a strong foundation - over £2 billion invested, award-winning service, and a passionate, high-calibre team. Now we're entering the next stage: scaling operational excellence to match our growth ambitions. This is where you come in. About the Role We're looking for a Senior Strategy & Operations Manager to join our CEO Office, focused on Performance. This is a high-impact individual contributor role responsible for building how the company measures and drives performance. You'll work directly with the CEO and COO to design and implement a data-driven performance system from the ground up - defining KPIs, building visibility, and establishing execution discipline across the business. You won't be managing a function - you'll be enabling the whole company to operate with clarity, accountability, and measurable outcomes. This role is ideal for someone who combines consulting-level structured thinking with hands on execution, enjoys solving ambiguous operational problems, and is comfortable working with incomplete or fragmented data. You'll work closely with Product, Engineering, Compliance, Finance, People, and Operations - influencing without formal authority and owning initiatives end to end. What You'll Do Own and deliver high-priority, cross-functional initiatives focused on performance and operational effectiveness Define and implement a clear KPI framework across company, team, and individual levels Translate CEO priorities into structured plans with milestones, KPIs, and clear accountability Work directly with fragmented and incomplete data - using SQL and Python where needed to extract, structure, and analyse performance Build simple, decision-driving dashboards and reporting to create visibility across the business Redesign and implement a data-driven performance review process Establish a clear execution cadence (weekly, monthly, quarterly reviews) to track progress and drive accountability Diagnose root causes of operational inefficiencies and implement scalable fixes Design and improve workflows using automation, AI (e.g. Notion AI), and internal systems Drive adoption of tools such as Asana, Notion, and workflow systems to improve execution discipline Act as a force multiplier for the CEO and COO - increasing clarity, speed, and accountability across teams What We're Looking For 5-8+ years of experience in fintech scale ups, consulting (McKinsey, Bain, BCG) or similar high performance environments Proven track record of independently leading and delivering cross functional initiatives Strong structured problem solving skills (hypothesis-driven, root cause focused) High data literacy - confident using SQL and Python to work with real, imperfect data Comfortable designing processes and working with operational tooling (Asana, Notion, systems integrations) Strong written and verbal communication skills - able to bring clarity to ambiguity High ownership, strong execution discipline, and comfort operating in a fast-moving environment Exposure to automation or AI enabled workflows Experience building performance frameworks or KPI systems Experience working in high growth or scaling companies Success in This Role Looks Like A clear, adopted company-wide KPI framework Reliable visibility on company and team performance Performance reviews that are data driven and actionable Faster decision to execution cycles across teams Reduced operational load on senior leadership Scalable systems that remove recurring friction How We Work We're a lean, fast moving team that values clarity, ownership, and transparency. You'll have the freedom to experiment, the responsibility to follow through, and the backing of a team that values clear thinking and open dialogue. We believe in solving problems at the root, not just treating the symptoms. What We Offer Impact from day one You'll take on meaningful work from the start, tackling real challenges that drive the stability, efficiency, and growth of our business. Room to grow As we scale, you'll have opportunities to expand your responsibilities, influence how we work, and help shape our long term direction. Transparent and open culture We share decisions openly, keep communication channels clear, and encourage collaboration across every part of the business. Supportive, high calibre team Work alongside talented professionals who are experts in their fields - smart, driven, and generous with their knowledge. Remote first and flexible Work in the way that best suits you. We focus on results, not rigid hours, and trust you to manage your time effectively. Our Hiring Process Introductory call with our Talent team Gamified cognitive assessment to understand how you think and problem solve Competency interview focused on structured problem solving and operational execution Senior leadership interview to explore strategic alignment and cultural fit
Robert Walters
CEO Business Management Analyst An exceptional opportunity has arisen for a Chief Executive Office Business Management Analyst to join a globally connected financial institution headquartered in London. This role sits at the heart of the Executive Office, providing you with a unique platform to work closely with the CEO and senior leadership team on high-impact strategic projects, business planning, and governance activities. You will play a pivotal part in supporting the delivery of key initiatives that shape the future direction of the organisation, while also ensuring robust corporate governance and effective communication across all levels. The environment is inclusive, supportive, and offers significant exposure to executive decision-making processes, making it an ideal setting for those who thrive in collaborative and fast-evolving workplaces. Flexible working opportunities and a commitment to professional development further enhance this highly sought-after position. What you'll do: Support business planning cycles by tracking performance metrics and preparing comprehensive reports that align with overall corporate objectives. Produce formal, high-quality presentations for Board meetings, shareholder sessions, senior management forums, strategy workshops, and other executive gatherings. Provide general administrative and operational support to the CEO, Executive Committee members, and the wider CEO office team to ensure seamless daily operations. Assist with regulatory requirements such as compliance with Senior Managers and Certification Regime (SMCR), ensuring all documentation is accurate and up to date. Contribute to the successful delivery of strategic projects by managing risks, monitoring milestones across departments, and facilitating cross-functional collaboration. Develop clear communications regarding bank strategy and performance for both internal stakeholders and external partners as required. Undertake ad hoc research assignments or process improvement projects that contribute to greater efficiency within the Executive Office. Partner with various departments to aid in the execution of annual budget reviews and strategic bank-wide initiatives. Support project management efforts by helping prioritise tasks, track progress on key deliverables, and ensure timely completion of critical outcomes. Assist in preparing detailed corporate reports on behalf of the CEO while maintaining the integrity of frameworks and policies. What you bring: A strong academic background demonstrating intellectual rigour relevant to business management or finance roles within complex organisations. Exemplary written and verbal communication skills enabling you to produce polished presentations and articulate complex ideas clearly at all levels. Proven experience working in highly regulated environments ideally within financial services where attention to detail is paramount. Confidence engaging with senior management including CEOs or C-suite executives; able to build rapport quickly while maintaining professionalism at all times. A thorough understanding of front-to-back banking operations as well as risk management principles and control frameworks. Advanced proficiency in Microsoft Office applications, particularly PowerPoint and Word with an ability to operate consistently within brand guidelines. Demonstrated ability to work independently without close supervision while effectively prioritising rapidly changing workloads under pressure. A broad understanding of diverse business functions coupled with operational insight into how large organisations achieve their objectives collaboratively. A proactive approach characterised by credibility among colleagues; solution-focused thinking combined with initiative-taking behaviour is essential. Meticulous attention to detail alongside unwavering integrity, discretion when handling sensitive information, resilience under pressure, quick learning abilities, and calmness in demanding situations. What sets this company apart: This organisation stands out due to its truly global reach connecting major financial markets across continents and its unique heritage which brings together diverse perspectives for innovative problem-solving. Employees benefit from being part of an inclusive workplace culture where knowledge sharing is encouraged at every level. The Executive Office function is renowned for its supportive leadership style; here your contributions are valued not just for what they achieve but also for how they foster teamwork across departments. With headquarters in London yet operations spanning Shanghai, Singapore, New York and beyond, you'll find yourself part of an international network committed to responsible growth. Professional development is actively supported through access to training resources tailored around your ambitions; flexible working options further enhance work-life balance so you can perform at your best both inside and outside the office. Above all else this institution's reputation for integrity ensures that employees are empowered not only to succeed but also do so ethically making it an inspiring place for those who want their work to have lasting impact. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
CEO Business Management Analyst An exceptional opportunity has arisen for a Chief Executive Office Business Management Analyst to join a globally connected financial institution headquartered in London. This role sits at the heart of the Executive Office, providing you with a unique platform to work closely with the CEO and senior leadership team on high-impact strategic projects, business planning, and governance activities. You will play a pivotal part in supporting the delivery of key initiatives that shape the future direction of the organisation, while also ensuring robust corporate governance and effective communication across all levels. The environment is inclusive, supportive, and offers significant exposure to executive decision-making processes, making it an ideal setting for those who thrive in collaborative and fast-evolving workplaces. Flexible working opportunities and a commitment to professional development further enhance this highly sought-after position. What you'll do: Support business planning cycles by tracking performance metrics and preparing comprehensive reports that align with overall corporate objectives. Produce formal, high-quality presentations for Board meetings, shareholder sessions, senior management forums, strategy workshops, and other executive gatherings. Provide general administrative and operational support to the CEO, Executive Committee members, and the wider CEO office team to ensure seamless daily operations. Assist with regulatory requirements such as compliance with Senior Managers and Certification Regime (SMCR), ensuring all documentation is accurate and up to date. Contribute to the successful delivery of strategic projects by managing risks, monitoring milestones across departments, and facilitating cross-functional collaboration. Develop clear communications regarding bank strategy and performance for both internal stakeholders and external partners as required. Undertake ad hoc research assignments or process improvement projects that contribute to greater efficiency within the Executive Office. Partner with various departments to aid in the execution of annual budget reviews and strategic bank-wide initiatives. Support project management efforts by helping prioritise tasks, track progress on key deliverables, and ensure timely completion of critical outcomes. Assist in preparing detailed corporate reports on behalf of the CEO while maintaining the integrity of frameworks and policies. What you bring: A strong academic background demonstrating intellectual rigour relevant to business management or finance roles within complex organisations. Exemplary written and verbal communication skills enabling you to produce polished presentations and articulate complex ideas clearly at all levels. Proven experience working in highly regulated environments ideally within financial services where attention to detail is paramount. Confidence engaging with senior management including CEOs or C-suite executives; able to build rapport quickly while maintaining professionalism at all times. A thorough understanding of front-to-back banking operations as well as risk management principles and control frameworks. Advanced proficiency in Microsoft Office applications, particularly PowerPoint and Word with an ability to operate consistently within brand guidelines. Demonstrated ability to work independently without close supervision while effectively prioritising rapidly changing workloads under pressure. A broad understanding of diverse business functions coupled with operational insight into how large organisations achieve their objectives collaboratively. A proactive approach characterised by credibility among colleagues; solution-focused thinking combined with initiative-taking behaviour is essential. Meticulous attention to detail alongside unwavering integrity, discretion when handling sensitive information, resilience under pressure, quick learning abilities, and calmness in demanding situations. What sets this company apart: This organisation stands out due to its truly global reach connecting major financial markets across continents and its unique heritage which brings together diverse perspectives for innovative problem-solving. Employees benefit from being part of an inclusive workplace culture where knowledge sharing is encouraged at every level. The Executive Office function is renowned for its supportive leadership style; here your contributions are valued not just for what they achieve but also for how they foster teamwork across departments. With headquarters in London yet operations spanning Shanghai, Singapore, New York and beyond, you'll find yourself part of an international network committed to responsible growth. Professional development is actively supported through access to training resources tailored around your ambitions; flexible working options further enhance work-life balance so you can perform at your best both inside and outside the office. Above all else this institution's reputation for integrity ensures that employees are empowered not only to succeed but also do so ethically making it an inspiring place for those who want their work to have lasting impact. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
