Job Summary

The Director, Wealth Engagement Journeys and Analytics will lead the end-to-end strategy, delivery and commercialisation of Wealth client engagement journeys across digital and hybrid channels including ownership of digital execution platforms for Managed Investments. The role will also build and scale Wealth data and analytics capabilities—developing use cases, dashboards and insights that measure the effectiveness of client engagement, improve journey performance and identify opportunities for business growth across New-to-Wealth acceleration and Existing-to-Wealth deepening.

Key Responsibilities

Digital journeys
•    Own the vision, strategy and accountability for digital and hybrid Wealth client engagement journeys, including early engagement, activation, deepening and RM-assisted experiences across relevant channels.
•    Define end-to-end global requirements for Wealth engagement journeys and Managed Investments execution platforms, ensuring requirements are complete, integrated, commercially relevant and consistent across markets.
•    Lead product ownership, roadmap prioritisation and delivery for digital execution platforms for Managed Investments, including new capability development, enhancement of existing features and ongoing platform management in line with Group Wealth and MI strategy.
•    Define and track platform KPIs, adoption metrics, funnel conversion, digital sales outcomes and monetisation levers, with specific focus on New-to-Wealth acceleration and Existing-to-Wealth deepening.
•    Partner with product, technology, COO, risk, compliance and market teams to translate business priorities into scalable platform capabilities, ensuring strong governance, adoption and measurable business impact.

Wealth Analytics:
•    Lead the Wealth data and analytics agenda by scoping relevant client, product, portfolio, transaction and digital engagement data sources, and identifying opportunities to standardise, simplify and augment existing dashboards and reporting.
•    Develop both business and client lenses across Wealth and Managed Investments, including broad-based views of portfolio behaviour, product holdings, client segments, digital engagement and market-level growth opportunities.
•    Develop performance dashboards for campaigns, digital journeys and Managed Investments platforms, measuring adoption, engagement, conversion, portfolio review activity, digital execution and commercial outcomes.
•    Identify, prioritise and lead analytics use cases that combine disparate data sets to generate actionable insights for client engagement effectiveness, frontline enablement, product momentum, portfolio opportunities and Group and market Wealth strategy.
•    Create feedback loops from data, frontline input and client engagement outcomes to continuously improve journeys, platforms, campaigns, content effectiveness and commercial performance.

Strategic Planning, Projects, and Execution:
•    Collaborate with leadership to identify the highest-impact engagement journeys and data use-case priorities that will drive wealth performance, productivity, client experience and business growth.
•    Own and execute strategic platform and data-related projects, including roadmap planning, investment prioritisation, business case development, delivery governance, risk management and benefits realisation

Collaboration and Communication:
•    Engage with markets to identify opportunities across digital journeys, MI execution platforms and data analytics; build compelling analysis, codify best practices and scale what works across markets.
•    Collaborate cross-functionally with product, technology, analytics, marketing, COO, risk, compliance, distribution and market teams to ensure journeys, platforms and insights are commercially relevant, scalable and well controlled.

Leadership:
•    Communicate platform roadmaps, journey performance, analytics insights and business impact at all levels of the organisation in a professional, simple and compelling manner.
•    Influence senior stakeholders with action-oriented information, clear recommendations and strong commercial judgement, balancing client experience, platform delivery, data-driven decision-making and risk considerations.

Governance
•  Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.

Regulatory and Business Conduct
•    Display exemplary conduct and live by the Group’s Values and Code of Conduct. 
•   Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
•    Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders
•    Country Wealth Solutions 
•    Group Finance 
•    Group Affluent Segments
•    Group Wealth Solutions 
•    Data & Analytics 
•    Digital Sales & Marketing
•    One Delivery Domains
•    Marketing
•    Business Risk Management team (BRM; for GPO role)
•    Compliance 

Our Ideal Candidate

•   Bachelor’s degree (wealth, digital, statistics or data related field preferred)

•   Proven experience in a senior product ownership, data / analytics role, preferably in a global or multi-national financial services organization.
•  Proven experience in senior digital product ownership, platform strategy, data and analytics, or client engagement roles, preferably within a global or multi-market financial services organisation.

•   Strong understanding of Wealth Management, Managed Investments and advisory-led client engagement, with the ability to design journeys that connect client needs, RM workflows, digital channels and commercial outcomes.

•   Demonstrated ability to lead digital and hybrid platform agendas, including roadmap definition, prioritisation, user experience, adoption, platform KPIs and delivery governance across multiple stakeholders and markets.

•    Strong data and analytics fluency, including experience defining use cases, working with large and disparate data sets, shaping dashboards, interpreting client and business performance metrics, and translating insights into actionable business recommendations.
•    Ability to think strategically and execute tactically, with a track record of delivering complex, multi-market initiatives across business, technology, data, risk and control partners.

• Role Specific Technical Competencies

•    Wealth Management & Finance Knowledge

•    Experience in AI
•    Business Analytics
•    Data Statistics
•    Digital Product Ownership & Execution
•    Planning – Tactical, Strategic
•    Market Knowledge

About Standard Chartered

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

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