Head of Investments and Banking Operations

Purpose of the role

To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution. 

Accountabilities

• Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
• Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
• Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
• Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
• Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
• Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Join us as a Vice President within Investments & Banking Operations at Barclays, where you'll be responsible for leading 2 operational teams (14+ FTE) and overseeing a wide range of core banking processes. This role requires strong operational oversight, stakeholder engagement and the ability to manage both "business as usual" and change driven activities across the platform.

You will oversee key activities including

• Treasury back office (nostro levelling, reconciliation)
• Payments & Investigations (domestic/international non STP)
• Checks and Debit card processes
• Asset transfers and corporate actions (incl. SRD2)
• Private equity and derivatives Settlements
• Trade, positions, cash and stock breaks management and reconciliations
• Regulatory trade reporting (Mifid2, EMIR)

You will work closely with business stakeholders to prioritize tasks, monitor operational performance, and ensure effective control frameworks. The role also requires managing resource planning, governance, training oversight and driving/supporting change initiatives.

To be successful in this role, you should have sounded knowledge and skills in:

• Extensive Investments operations and process (settlement, custody, corporate actions, derivatives)
• Banking operations and process
• Issue resolution and root cause analysis
• Strong people leader and management
• Stakeholder communication & collaboration
• Operational and regulatory improvements requirement and delivery

Some other highly valued skills may include:

• Technical proficiency in AVALOQ
• Understanding of business processes and customer journeys within Private banking.
• Experience in change management and delivery
• English and French speaker

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.

This is a hybrid role and based in Monaco.