Jacqueline Dow Email & Phone Number

United Kingdom

United Kingdom

Edinburgh City, Scotland, United Kingdom

Edinburgh, United Kingdom

A pivotal role which champions the Workplace growth agenda by enabling the successful acquisition and retention of large profitable Workplace clients and EBC deals. Commercially accountable for a positive large client experience through working with the business to efficiently mobilise resources and governance and shaping the strategic development of the proposition. Key responsibilities include process optimisation, commercial delivery, strategic development and people leadership. Also responsible for leading and running the Bid Team and developing tender excellence for large client opportunities and achieving pitch and win success rates.

Edinburgh, United Kingdom

Worked with the Managing Director to run the Platform Solutions business effectively. A key member of the senior leadership team, this role was wide and varied with responsibility for driving forward the necessary activity to execute key initiatives and deliver against business priorities. Trouble shooting and resolving issues allowed for more effective strategic thinking and decision making.

Edinburgh, United Kingdom

Led a team to support all distribution channels to win and maintain strategic deals. A wide and far reaching role which included optimising tender and pitch capability, securing distribution deals, delivery of contractual requirements, due diligence support mechanics, risk oversight

Edinburgh, United Kingdom

Working closely with the MD of Workplace Solutions to deliver the channel plan through owning the development agenda and driving forward key initiatives and deliverables to ensure channel objectives were met eg. leading key strategic projects, business forecasting, leading the implementation of transformational change with the delivery of a restructured business model

Edinburgh

Responsible for winning and maintaining strategic distribution relationships by managing the process through the lifecycle of a deal. This involves project managing the activity within this process and facilitating the necessary governance, including contract negotiation/management. Key responsibility for influencing and working effectively with all stakeholders.

Edinburgh

Following the sale of Guardian Financial Services to Cinven, this role is responsible for the smooth delivery of all agreed transition services eg. IT, finance, HR, risk, audit, compliance during the transitional period. This requires strong project and relationship/stakeholder management skills.

Provided support to CEO in regulatory matters and COO for Distribution leading many key distribution projects. In summary, provides strategic support focusing on critical issue resolution, business delivery and implementation.

Initially worked with Head of Sales taking UK Variable Annuities to market. Then, led a number of challenging projects, contributed to strategic thinking for Marketing and Sales plans, represented COO at Head Office, Board level reporting and analysis. Seconded to take on TCF Product Champion role embedding TCF processes and practices into the organisation

Identifying and evaluating market and product proposition opportunities for targeted customer segments. Initiating development of business objectives by the delivery of new products and the management of existing products in terms of market offering and product feature enhancement. Planning, market analysis and research and budget management

Delivery of a high degree of service by ensuring effective and efficient management of the workload and motivation of staff.

Placing both temporary and permanent candidates. Excellent communication and interviewing skills were essential as well as the ability to prioritise and negotiate.

Following an intensive training programme, appointed as a Consultant to provide a full financial planning service to the company's existing as well as prospective clients