Donna Sim
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Donna Sim Email & Phone Number

Customer & Investment Services Professional | Head of Operations | People Development | Business Transformation | Financial Services
Location: Greater Southampton Area, United Kingdom 7 work roles 1 school
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Role
Customer & Investment Services Professional | Head of Operations | People Development | Business Transformation | Financial Services
Location
Greater Southampton Area, United Kingdom

Who is Donna Sim? Overview

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Donna Sim is listed as Customer & Investment Services Professional | Head of Operations | People Development | Business Transformation | Financial Services based in Greater Southampton Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Donna Sim.

Donna Sim previously worked as Head of Operations - ReAssure Life at Reassure and Head of Heritage Operations at Old Mutual Wealth. Donna Sim holds Higher National Diploma, Business Administration, Management And Operations from Southampton Solent University.

Profile bio

About Donna Sim

I’m a customer-focused leader with over twenty-six years’ experience within the financial services industry, sixteen of which have been spent in a variety of Investment and Customer Service senior leadership positions. Successfully supporting people and businesses through periods of significant change and organisational transformation.I help companies that want to exceed customer expectations by creating a quality customer experience, driving a culture of continued service improvement, strong risk management and innovation to continually refine and improve processes to meet business demand.I’m passionate about developing high performing individuals, providing them with the opportunity to build fulfilling careers, achieving personal and professional growth and being able to truly bring themselves to work. I wholly believe that people are any organisations most treasured asset and as a leader I see it as my prime responsibility to help people achieve their own ambitions and in turn achieve the ambitions of the company.

7 roles

Donna Sim work experience

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Head Of Operations - Reassure Life

Southampton

ReAssure Life was formed following the acquisition of Old Mutual Wealth’s closed booked of unit-linked policies to ReAssure in Jan 2020. I was responsible for Customer and Investment Service operations as Head of Operations for ReAssure Life, reporting to the ReAssure Life Managing Director.Championing a culture of service excellence, placing the customer experience front and centre of the business, providing leadership and strategic direction across customer services covering Life and… Show more ReAssure Life was formed following the acquisition of Old Mutual Wealth’s closed booked of unit-linked policies to ReAssure in Jan 2020. I was responsible for Customer and Investment Service operations as Head of Operations for ReAssure Life, reporting to the ReAssure Life Managing Director.Championing a culture of service excellence, placing the customer experience front and centre of the business, providing leadership and strategic direction across customer services covering Life and Pension policy administration, a customer service centre, investment operations, complaints handling, business delivery / change and governance / oversight functions, totalling circa 265 people.Leading the integration of the business into the broader ReAssure group, aligning process, governance and oversight whilst also integrating our people into their new environment, both culturally and operationally. Integral in the delivery of one of the key strategic objectives – migration of the ReAssure Life business onto core ReAssure systems and operating model, successfully achieved in Oct 2021. A focus of my role also being the delivery of a comprehensive people journey supporting all staff through consultation / redundancy program and eventual closure of the Southampton based operation. Show less

Jan 2020 - Oct 2021

Head Of Heritage Operations

Southampton

Reporting to the Managing Director for Heritage, responsible for all Heritage Customer Service functions and the Wealth and Heritage Investment Services operation for Old Mutual Wealth UK Platform. Leading multi-discipline teams of circa 250 customer and investment service professionals supporting front and back-office functions, business change and investment services for open and closed books of business.

Dec 2018 - Jan 2020

Head Of Investment Services

Southampton, England, United Kingdom

Reporting to the UK Platform Operations Director, leading the Wealth & Heritage UK Investment Services function which provides unit linked fund administration and business change capability across all UK Platforms, supported by 100 fund administration and project professionals.

Jul 2017 - Dec 2018

Investment Services Manager

Southampton, England, United Kingdom

Leading multiple discipline teams within an investment operations function of circa 50 fund administration professionals, direct responsibility for a team of managers and technical specialists covering all fund administration functions and operational change.

Dec 2004 - Jun 2017

Investment Operations Project Manager

Southampton, England, United Kingdom

Leading the investment operations project team, responsible for the implementation of service and system related developments, resulting in improved service provision for customers, reduction in unit cost & improved risk profile. Accountable for the implementation of a market leading straight through processing fund administration platform across UK & International.

Jan 2001 - Dec 2004
1 education record

Donna Sim education

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What is Donna Sim's role at their current company?

Donna Sim is listed as Customer & Investment Services Professional | Head of Operations | People Development | Business Transformation | Financial Services.

Where is Donna Sim based?

Donna Sim is based in Greater Southampton Area, United Kingdom.

What companies has Donna Sim worked for?

Donna Sim has worked for Reassure, Old Mutual Wealth, Skandia Life Assurance Company Limited, and Friends Provident Life Assurance Ltd..

How can I contact Donna Sim?

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What schools did Donna Sim attend?

Donna Sim holds Higher National Diploma, Business Administration, Management And Operations from Southampton Solent University.

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