Jon Wallis Email & Phone Number

Tredington, England, GB

Kidlington, England, United Kingdom

Responsible for providing overarching change governance and control for the global change portfolio:- development of appropriate change portfolio reporting and governance which differentiates between the most critical, complex programmes and the smaller regional or functional portfolios of projects.- development and facilitation of the monthly Project.

Royal Leamington Spa, England, United Kingdom

• Responsible for the UK Rehoming function and leading it through a period of major change:
• Represents an Interim ‘Give Back’ opportunity for a charity close to my family.
• Leading the team that rehomes dogs for the organisation across the UK (circa 80 per month).
• Brought in to quickly establish and lead a Rehoming business and technology change programme implementing Salesforce for the Rehoming function.
• Designed and implemented improved business processes and completed the implementation of the Salesforce based digital Rehoming portal for applications.
• Successfully increased the dogs rehomed in 2023 by 31% and dogs per FTE per month from 7 to 10.

London, England, United Kingdom

• Reporting to the LBCM COO:
• Commercial/Cost/Relationship Management, Governance/Regulatory Oversight of the Shared Services Model covering 250+ internal services and external vendors. Contract negotiation and agreement.
• Responsible for central Governance and management of the LBCM Change Delivery Portfolio, plus oversight on all change impacting LBCM / Services provided to LBCM (circa 250-300 programs). Key delivery programmes.
• Management of IT Services and Incident Management. Regulatory oversight for IT / Cyber / Data.
• Chair of Service Management and Change Forums; CB / LBCM Operating Committee attendee; LBCM representative at Group Change Committees; regular attendance at LBCM Exec and Board.
• Leadership of the LBCM EBA/PRA Outsourcing Regulatory Compliance Programme. Design and implementation of an ‘Outsourcing Framework’, procedures, processes, governance, MI and training.

United Kingdom

• Programme Director, delivering client engagements and overseeing programme delivery:
• Developed PM / Senior PM training materials
• Led a Finance Transformation programme review, recommending key improvements working with a top tier consultancy
• Led a review / turnaround of a troubled regulatory programme for a major global bank
• Programme Management of the set-up of a shared services, change and IT operations management function / services establishment for a major UK Banking Group to meet ring-fencing requirements

London

• Responsible for operational change, regulatory remediation and portfolio delivery:
• Global COO for the Operations Change organisation with a key $300m+ portfolio of transformation
• Full end-to-end delivery management of key elements of the portfolio, including portfolio governance
• Led a centralised Portfolio Management / COO function, deploying a PMO / COO shared capability
• Major contributor to strategy & the 3-year plan, leading a programme to improve delivery standards
• Championed a cost-reduction initiative and vendor strategy, realising business benefits and savings

London, United Kingdom

• Responsible for all aspects of portfolio management, programme delivery and business change:
• Established and lead the centralised Portfolio Management Group for Credit Suisse, with over 100+ FTEs
• Defined the strategy, Operating Model (TOM), resourcing/budget, career paths/training for the function
• Functional leadership across Portfolio Management, PMO Services and Quality / Risk Assurance
• Successfully grew a deployed Shared Service capability of 60+ FTEs, realising savings of $15m pa
• Achieved turnaround of a failing $100m+ global programme to implement CA Clarity for the organisation across 20K+ users

London, United Kingdom

• Responsible for transformational portfolio leadership & delivery, engaging with senior stakeholders:
• Appointed to operate alongside the Global Head of Change, providing change leadership & direction
• Change leadership for the IB Operations Strategic Change Group for a $150m+ change portfolio
• Delivery leadership of the Regulatory & Control Stream of programmes, valued at ($25m-35m+)
• Oversaw the successful delivery of key deliverables within the MIFID Transaction Reporting area
• Provided portfolio management, governance and delivery management across finance & operations

• Responsible for programme leadership and delivery of a major initiative ($85-100m+ over 3 years):
• Appointed to lead a complex, multi-year, business transformation programme
• Parachuted in to rescue and recover the failing programme, engaging with senior-level stakeholders
• Re-engineered the Global Exchange Services business, supporting Exchange Traded Derivatives
• Built a new team of resources, developing the programme strategy and underpinning deployment
• Engaged across Front Office, Operations and IT, leading programme delivery on-time and budget

• Accountable for a major portfolio of change delivery and change organisational improvements / efficiencies:
• Led the change portfolio for Global Equities Business Services (circa $50-70m pa). Circa 25 global change programs (200+ projects), including the eSpear Program (see below).
• Change delivery leadership across business and IT with senior stakeholder management responsibility. Accountable for introducing appropriate portfolio delivery controls / key MI.
• Defined a change strategy and model and implemented an organisation utilising hub, nearshore and offshore locations ($5m+ saves p.a.).
• Revised IT sourcing model / introduced vendor partner development / testing service with associated delivery methodology, QA and testing processes (circa $10m saves p.a.).
• Two years of acclaimed, transformational, global change delivery, whilst transforming the change organisation.

• Delivery Executive selling and delivering technology enabled change programs in Financial Services:Deutsche Bank eSpear Programme Manager / UK Account Delivery Executive (Jun 2006-Oct 2007):
• Proposed and led a review of the eSpear (cash equities settlement) Program to address ‘Red’ status.
• Program Managed global roll-out (US, Germany, Japan) and led various change improvements.
• Drove IBM revenue of $8m+ per annum from zero base. Developed DB into a Tier 1 Client with sell-on work across numerous areas. ABN AMRO UK Account Delivery Executive (Jan 2005-Jun 2006):
• Led the IBM Consortium RFP response across solution and delivery, with major commercials input, for programme to centralise / re-engineer the securities back office ($100m+).
• Delivery Director for revised securities program. Management across multiple projects whilst converting further sales opportunities. UBS HFS for Custody Programme, Programme Manager (Feb 2004 – Nov 2004):