Job Description Summary Lead the Strategy and Portfolio team at the heart of the Personal Investor business, connecting strategy to execution and bringing clarity to complex decisions. This role translates growth ambition into actionable priorities, balances investment and delivery constraints, and empowers leaders to make confident trade‑offs across business, technology, and data.
Core Responsibilities
Business strategy development:
Work with the organisation to develop a top‑down view of business strategy in line with growth and customer ambition that helps guide strategic choices and investments, helping articulate “where to play and how to win” strategy that is understood and adopted by the division.
Strategic framing & choice discipline:
Translate strategy into a small number of time‑bound strategic bets; explicitly define “what we will not prioritise.”
Change portfolio ownership:
Own a single, coherent view of strategic change (ex‑BAU), including sizing, sequencing, and interdependencies.
Portfolio economics:
Assess ambition versus capital and capacity; surface opportunity cost; enable resizing, pause or stop decisions.
Decision enablement:
Frame trade‑offs for executives (A vs B, now vs later, depth vs breadth), elevate unresolved priorities, and ensure clarity on who decides.
People management and leadership:
Lead a small high‑performing team, enable growth and learning across the team, champion a culture of collaboration, continuous improvement, and influence with stakeholders to become a trusted partner across the organisation.
Governance effectiveness:
Design and run portfolio forums that land decisions, not just alignment or updates.
Defines and enforces a common taxonomy of work packages:
(e.g., BAU vs change, strategic bets, initiatives, dependencies) so automated portfolio views are consistent, comparable and decision‑ready across divisions.
Leverages tool‑enabled portfolio views:
To surface capacity constraints, cross‑domain dependencies and scenario trade‑offs, reducing reliance on manual spreadsheets and bespoke reporting.
Experience & Skills Required
Proven experience in top‑tier management consulting or enterprise strategy/portfolio roles within large, complex organisations, with strong exposure to financial services (banking, wealth or super).
Track record of translating strategy into execution—driving clear prioritisation, sequencing, and trade‑offs in environments with competing growth and capacity constraints.
Strong commercial and financial acumen, with the ability to optimise portfolio investment decisions and deliver sustainable, value‑led outcomes.
Advanced governance and planning capability, leveraging systems and tools to create transparency, alignment, and real‑time portfolio visibility.
Enterprise mindset with the ability to influence and challenge senior stakeholders, navigate ambiguity, and lead high‑stakes decision‑making with confidence.
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