Mark Donaldson Email & Phone Number

Bath, GB

Bristol, England, United Kingdom

Led the growth and enhancement of the TPI team, extending its scope to encompass a broader array of Adviser Tech Third Party relationships. This expansion included the establishment of Adviser Tech Market Insights and representation at industry forumsScottish Widows representative at industry forums including Origo, Criterion, and FTRC, fostering.

Bristol, United Kingdom

Responsible for the management of a newly formed Partner Integrations team. Responsible for leading the team in developing the day-to-day resources required to deliver partner integrations and effective third party relationship management. The team are responsible for and provide subject matter expertise for multiple integration services across a number.

Bristol, United Kingdom

Business owner of financial planning tools, technology and integrations. Driving the end-to-end delivery of propositional and service enhancements from concept and user experience design, through technical specification, prototyping and testing, through to launch. Managing these digital propositions in market and continuously monitoring and improving them.

Bristol, United Kingdom

Responsible for defining requirements for the delivery of online planning tools and technology for AXA Wealth’s on and off platform product suites. Providing tools and services direct to financial advisers in areas such as risk profiling and asset allocation; investment research and selection to name but a few.Delivering the prioritization route map and.

Technical and solution delivery lead for the marketing proposition team within Corporate Benefits, providing business approval for change management and implementations across all eCommerce platforms.Responsible for defining and delivering strategic online solutions to meet propositional and client requirements, developing process delivery mechanisms for.

Business owner of Origo valuation services, requirement definition and change delivery of online service enhancements for Friends Life Adviser and Client portals. Defining and documenting all associated, support processes and MI for service enhancements.Working with Back Office Software/ Practice Management Solution providers to deliver the Friends Life.

IT lead for Origo valuation services, responsible for delivering integration's with third party partners and providing internal and external technical support. Delivering documented recommendations to business stakeholders for service enhancements, delivering service change and providing test lead support.Undertaking business and project support delivering.

Working in the AXA Communication Centre providing product and service support to policy holders and Intermediaries for the Life and Pensions product range.