Change Lead

We are looking to appoint an individual on a full time, permanent basis to join us as a Change Lead.

You'll be responsible for leading on change projects and for creating change agendas within our growing business. In addition, you’ll also build the change frameworks and support in implementation across the business. This role would suit someone who has prior experience working within Wealth and Investment Management and experience of leading on major change projects.

We are open to remote working with some visits to a local office.

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

What you’ll do as a Change Lead:

• Oversee the company wide change agenda
• Implement frameworks across major projects and small change committees
• Prioritisation of change programme
• Lead on change committees and assess change benefits
• Take accountability for the company wide change plan
• Regularly lead at executive level to produce results along with managing internal and external stakeholders by communicating project updates and escalations
• Attend and visit sites regularly to own, manage and be responsible for projects
• Coordinate with cross-functional teams including external advisors
• Prepare and produce documentations that serves as a basis for senior stakeholder decisions
• Conduct extensive, accurate analyses of the business operations and determine any further requirements
• Build, monitor and report Management Information (MI) from internal systems
• Produce key data analysis in a timely manner for senior stakeholders and line management reviews
• Continue to improve change processes and tools for project management

What we’re looking for:

• Strong analytical skills
• Extensive knowledge of change management and the ability to design and implement strategies within a growing organisation
• Experience of leading change through matrix management
• Someone who has direct experience within wealth and investment management who understands the market
• Ability to work in a fast-paced, geographically dispersed environment
• Be articulate, with excellent interpersonal skills; capable of liaising with senior stakeholders across the business
• Prior experience in influencing up to executive level
• Have a can-do/roll your sleeves up attitude

Here at Kingswood Group, we’re all about our people and are committed to recruiting and maintaining a diverse workforce.

We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We’re continually learning and improving our processes and policies to ensure an inclusive culture for all our employees. That’s why upon joining Kingswood, you’ll be able to contribute to our overall values to continue to make us one of the best places to work.

Teamwork, inclusivity, and culture in our business is really important to us – whilst we continue to add new benefits to offer the very best to our Kingswood Group, here is a rundown of our core benefits available to our fantastic employees:

• 25 days annual leave
• An extra day off for your birthday!
• Cycle to work scheme
• Life Assurance
• Private healthcare
• 2 paid volunteering days
• Enhanced Maternity and Paternity pay

ONE KINGSWOOD

Kingswood is passionate about creating a unified and consistent culture across all of our locations and business activities. All employees are expected to take responsibility for embodying our ‘One Kingswood’ behaviours and supporting others to live these behaviours too. Our Kingswood behaviours are:

• Support and empower
• Demonstrate Respect
• Continuously Evolve
• Champion Inclusivity
• Uphold Responsibility