Job Specification
Job Information
Oversight Lead - Technology
About Us:
At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'
With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.
About the Role
The Oversight Lead role reports into the Head of Oversight to support the management of the outsourcing relationship with Wealthtime’s outsourced IT provider, ensuring that outsourced services align with regulatory standards, company policies, and contractual requirements.
Overseeing change management activities and monitoring Service Level Agreements (SLAs) and Service Level Objectives (SLOs).
Key Responsibilities:
- Support in the delivery of the oversight strategy in alignment with Wealthtime's business objectives.
- Act as the primary liaison between our organisation and the outsourced provider on technology, ensuring effective communication and collaboration.
- Responsible for the delivery of efficient operating and oversight models, ensuring outsourced providers operate within the defined risk framework.
- Working with stakeholders at Wealthtime and outsourced providers to ensure service levels and the outsourcing contractual agreements are met. Partner closely with the outsourced providers Tech & Change team.
- Attend regular committee meetings with third party Tech & Change leads, representing the platform and providing input on areas for improvement within the service delivery.
- Foster strong relationships between Wealthtime and outsourced providers, promoting open and effective communication and managing risk, issues and dispute resolution by liaising with internal and external stakeholders.
- Support in playing a key part of the platform team, promoting a culture of continuous improvement, service excellence and customer focus.
- Assist in assessing the effectiveness of outsourcing and platform oversight controls, identifying areas for improvement.
- Oversee the delivery of IT infrastructure services, including laptops, monitors, telephony, and other technology essentials.
- Manage the support and ongoing development of the web platform, ensuring alignment with business objectives.
- Analyse and report on key metrics, providing clear insights to stakeholders and identifying areas for improvement.
- Provide regular updates to leadership, presenting data-driven insights and recommendations to improve outcomes.
About You
Specialist Skills, Qualifications and Experience:
Essential:
- Extensive knowledge of Platforms and oversight of third-party outsourcing agreements
- Proven experience of stakeholder management
- Understanding of regulations related to outsourcing and third-party management
- Problem solving skills with a focus on service, customer outcomes and business value
- Strong data analysis skills and eye for detail to identify trends and resolve issues efficiently
- Strong understanding of IT infrastructure, web platforms, and development processes.
- Demonstrated ability to track, report, and analyse key metrics to measure performance and progress.
- Exceptional relationship management skills, with the ability to influence and collaborate across organisations.
- Excellent problem-solving skills with a proactive and solution-oriented mindset.
- Strong communication skills, both written and verbal, with the ability to present complex information clearly.
- Familiarity with agile methodologies and transformation roadmaps is an advantage.
- A background in IT or a related technical field is preferred.
Rewards & Benefits:
Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
Financial Security: Prepare for your future with our Group contributory pension scheme.
Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.