Jonathan Lee Email & Phone Number

Managed M&A deal completion activities and defined target operating model design requirements for a challenger bank acquiring a £1.3Bn mortgage business (completed June 2023).Led the design and development of a PMO-style framework for a core business area within a global, independent specialist (re)insurance broking firm (completed February 2023).Led the analysis and design on a new-to-market self-build mortgage proposition for a unique building society (completed July 2022).

London, Brighton

Appointed to initiate, author, and deliver the medium-term investment customer propositions strategy for OneFamily, the third largest UK mutual with 2M+ customers and £7Bn family funds under care. The firm is also the largest provider of Child Trust Funds.• Maintained full P&L ownership for the largest book with £5BN accountability out of the £7BN of funds under management while controlling direct and indirect costs.• Guided a major change programme via securing £4.5M of development… Show more Appointed to initiate, author, and deliver the medium-term investment customer propositions strategy for OneFamily, the third largest UK mutual with 2M+ customers and £7Bn family funds under care. The firm is also the largest provider of Child Trust Funds.• Maintained full P&L ownership for the largest book with £5BN accountability out of the £7BN of funds under management while controlling direct and indirect costs.• Guided a major change programme via securing £4.5M of development spend to launch the first in the industry digital maturity journey that included integrated id functionality.• Utilised the digital maturity journey to effectively manage 1.6M Child Trust Fund accounts, resulting in 95% of maturity instructions being completed online which was 5% higher than the target, and also rationalised core systems by migrating all Child Trust Fund business onto one IT platform.• Introduced a compelling dual investment proposition (ISA and LISA) using an innovative sustainable climate strategy portfolio, enabling the opening of 2,600+ new accounts within the first four months.• Grew Junior ISA sales by over 60% year on year through a focused, targeted e-marketing initiative.• Promoted positive customer relationships and facilitated the development of creative solutions to enable securing of the acquisition and management of a Child Trust Fund book of 80K+ worth £75M AUM. Also, led the migration between two active funds through an in-specie transfer.• Leveraged influencing skills to win and champion migration (the first transfer in the industry) of a Lifetime ISA book of 1,500 customers with £10M of assets.• Facilitated lobbying initiatives with external parties (HMRC) and led trade body (TISA) discussions to influence government policy for prompt completion of maturity rules for Child Trust Funds.• Oversaw all commercial and contract agreements aspects, in addition to leading operational execution of merger and acquisition tasks. Show less

South Of England

Provided financial expertise and guidance to primarily the voluntary sector with a focus on enabling clubs and institutions to optimise funding options.• Delivered detailed financial analytics and applied operational management expertise to secure £250K fund to support Thame Sports Club’s £550K sports pavilion re-build project.• Advised on the development of a five-year financial forecast for Bournville Rugby Club in support of the club’s funding objective to build a ~£3.5M new… Show more Provided financial expertise and guidance to primarily the voluntary sector with a focus on enabling clubs and institutions to optimise funding options.• Delivered detailed financial analytics and applied operational management expertise to secure £250K fund to support Thame Sports Club’s £550K sports pavilion re-build project.• Advised on the development of a five-year financial forecast for Bournville Rugby Club in support of the club’s funding objective to build a ~£3.5M new purpose-built facility.• Offered funding consulting services on behalf of Andover Tennis Club to the local council and The Lawn Tennis Association, successfully generating £43K in grants. Show less

Gloucester, United Kingdom

Managed all commercial responsibilities and acted as a senior influencer across the branch, telephony, and digital channels to develop, gain agreement, and support the implementation of the mortgage lending plan worth ~£40Bn.• Directed the efficient development of new distribution capability as the first product in the Group to use video-to-video technology.• Streamlined communication and information flow with frontline colleagues, achieving a 94% approval rating.• Headed… Show more Managed all commercial responsibilities and acted as a senior influencer across the branch, telephony, and digital channels to develop, gain agreement, and support the implementation of the mortgage lending plan worth ~£40Bn.• Directed the efficient development of new distribution capability as the first product in the Group to use video-to-video technology.• Streamlined communication and information flow with frontline colleagues, achieving a 94% approval rating.• Headed execution of strategies that enabled exceeding of lending target by 2-6% year-on-year in each year in role. Show less

London, United Kingdom

Oversaw all commercial aspects and served as an influencer across the Lloyds, Halifax, and Bank of Scotland brands to develop, gain agreement, and lead the execution of the ~£6Bn unsecured lending plan.• Coordinated pricing and channel stakeholders to develop a Personal Loan price cap proposition which attained a 3% uplift in lending.• Managed the development and sign-off of a business case that secured £1M spend, enabling the launch of a capability improvement programme to 3,500… Show more Oversaw all commercial aspects and served as an influencer across the Lloyds, Halifax, and Bank of Scotland brands to develop, gain agreement, and lead the execution of the ~£6Bn unsecured lending plan.• Coordinated pricing and channel stakeholders to develop a Personal Loan price cap proposition which attained a 3% uplift in lending.• Managed the development and sign-off of a business case that secured £1M spend, enabling the launch of a capability improvement programme to 3,500 branch colleagues which was delivered in approximately eight weeks which resulted in lending performance increasing by 5% within six months. Show less

Bristol, Andover, London

Senior Manager, Sales Planning - Telephone Banking (2005 to 2010)  Lloyds Banking GroupHead of Distribution Sales Planning / Senior Business Planning Officer – Telephony / Senior Business Support Manager, Group Customer Offers / Senior Marketing Manager - Savings Products (2000 to 2005)  Lloyds TSB

Diploma In Marketing (Dipm), Marketing, Achieved Credit In Analysis & Decision Paper.

Bsc (Hons), Mathematics

Activities and Societies: Received University Half Colours for Volleyball.