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Head of Investment Change and Governance

The Openwork Partnership

Head of Investment Change and Governance

Salary Not Specified

The Openwork Partnership, City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted 3 weeks ago, 31 Aug | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 1c19241e06d8438ebbb56711744b6174

Full Job Description

  • Responsible for delivering operational change across the Omnis Investments function.

  • Manage and ensure there is strong robust governance and reporting for Omnis Investments, include the coordination and effective running of all quarterly committee/forums.

  • Liaise with internal Audit, Risk & Compliance group functions.

  • Develop constructive, collaborative relationships with business units and key senior stakeholders.

  • Oversight and utilisation of operations wide resources and appropriate skills to deliver the change delivery plan.

  • Partnering with Finance to ensure accurate data for monitoring performance against budgets/forecasts and the provision of MI.

    An experienced investment operations and change management service professional.

  • ACD Investment Operations expertise with the ability to manage multiple complex projects, such as Fund/DFM Launches, Schemes of Arrangement, Investment Sleeves, Investment Manager transitions etc

  • Proven Head of Operations, Change & Governance who has led and overseen the delivery of investment change activity.

  • A detailed understanding of each stage of the investment operations process.

  • A good understanding of investment platforms and UK distribution structures.

  • In-depth collective investment scheme experience. The Jobholder will require detailed UCITS knowledge.

  • A good understanding of fund accounting and pricing.

  • Third Party Service provider oversight management skills.

  • Maintain a detailed understanding of the FCA's Conduct Risk initiative, and industry best practice for Consumer Duty rules.

  • Strong leadership, communication and influencing skills.

  • Able to oversee, manage and deliver operational change.

  • Able to handle and prioritise multiple activities, taking initiatives from start to finish.

  • Highly developed and confident presentation skills, both in written and verbal form, experienced in writing reports.

  • Able to develop and maintain effective working relationships - honest, open and transparent.

    We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.


    • We're also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague's individual differences and identities - just like our financial advice, for us, it's personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

    We are seeking a dynamic Head of Investment Change and Governance to join our Omnis Investments team. This brand-new role entails responsibility for Omnis' Operational Change Management, Governance, and Reporting across various investment operations sectors, including;
  • Custody

  • Fund accounting and middle office

  • Fund/platform services

  • Discretionary model portfolio service

  • Product governance.


    • In this role, you will be engaged from the initial concept, to the final delivery of our products, collaborating closely with internal operational management and a spectrum of outsourced operational and service delivery activities. You'll be tasked with engaging senior stakeholders to secure their support and involvement, both from well defined committee papers and in person meetings.
    A fantastic opportunity to join the Omnis Investments leadership team to as we realise our growth ambitions.
    This is a fast paced hybrid role, based 2 days a week in our London office (EC2M 3XD).
    The benefits:
  • Bonus scheme - on target bonus - 17.5%

  • Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%

  • Annual car allowance of £5,486

  • Critical illness cover

  • Income protection

  • Death in service

  • 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days

  • A range of other flexible benefits to include private medical insurance, dental insurance and much more.