Joanna Stevenson Email & Phone Number

Larbert, Gb

Stirling, Scotland, United Kingdom

Edinburgh, Scotland, United Kingdom

Managing a Change Enablement team to ensure safe delivery of change into the business, whether significant transformational change or small process improvements. Working closely with the product design, tech delivery and business SMEs to ensure the right outcome is achieved whether it be customer experience, adviser experience, operational efficiencies or reducing risk. Alongside this, key to success of any change is how it is communicated. Managing a team of Communication Consultants to work closely with the Change Enablement to formulate a communications plan considering best methodology, target audience and key messaging. In addition to Change communications, the team are also responsible for all communication to advisers and back office colleagues. This includes quarterly campaign activity, weekly Bulletins, senior leader Comms and supporting intranet content updates. This covers three channels within Wealth Advice; MAP, TAP and Sandringham Financial Partners.

Working within M&G Wealth Advice as part of the leadership team within a transformation programme. This involves close working relationships with the proposition, design and technical delivery areas with the aim of delivering change across all aspects of the business.-Responsible for ensuring business outcomes are identified and prioritised. -Oversight of the change across all workstreams, applying the appropriate prioritisation when required, whether in planning or inflight.-Ensuring the business is ready to receive the change and that it is deployed safely-Accountable for delivery of any non digital elements of the programme-Ensuring the appropriate resources are available to support the programme when required-Management of a team of Change Managers and Change Consultants

Responsible for a team of Operations Managers and Operations Consultants with key focus to ensure the operational processes were running efficiently, identifying opportunities for improvement and resolving issues. This also included implementing propositional and regulatory change to both operational and adviser populations. Achievements include:- Managed a project to implement a new target operating model with significant impact to headcount and operating costs, moving the business from employed to a self employed model- Ensured the business was ready to receive several new system implementations from the manufacturer with minimal impact to BAU processes- Reviewed adviser journeys to identify an operating model that could minimise wasted effort for the advisers - Identified opportunities to improve, automate or offshore processes to our partner in Mumbai and provided oversight for the implementation, via several phases. Also responsible for a team of Service Delivery Relationship Managers with key stakeholder management responsibility with both the manufacturer and key outsourced Partners.

Stirling, Stirling, United Kingdom

Working within Prudential Financial Planning, advised distribution arm of Prudential, managing a team of Operations Consultants. Responsible for overseeing the change runway, allocation of resource and delivery plans. In addition to oversight, I also directly managed some key projects. My priority was to ensure that delivery was aligned to the senior management team strategic goals, was compliant to regulatory requirements and able to improve the end user experience.Achievements include:- Implementing a new to advice capability within the business as an additional recruitment option- Managed the delivery of a new ongoing advice service, incorporating the new MiFID II regulations, at a late stage within the project- Created a 'simplify the business' initiative, working closely with advisers, support areas and key stakeholders to identify small, quick wins that often get ignored in favour of larger project delivery, but are also capable of delivering benefits for the end users.

Working within the Corporate and Consumer Distribution Channel function to support various sales teams and the customer management team.Includes supporting the channel's business plan; investigating and implementing process efficiencies; minimising lead wastage; departmental change programme; project management both within the channel and as part of wider company projects;

Managed outsourced relationship with a number of financial services providers; Supported launch of new contracts, from business development to training new sales teams and ensuring all processes were fully operational by launch date; Used salesforce.com to provide quality MI reporting and maximise process efficiencies; Managed Telephony Account Managers and Sales Support Analyst

Administrative assistant intern at British Airways, Bulova, QueensObtained International Certificate of Business Practice