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 collaborative partnerships and actively contributing to the evolution of industry standards. Collaborated closely with standards bodies like Criterion to shape and refine service standards, enhancing industry-wide practices.Overhauled contractual frameworks governing integrated relationships, as well as governance and risk processes, streamlining operations to enhance agility and ensure alignment with evolving industry expectations.

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 Scottish Widows Propositions. Development of individuals to become and demonstrate subject matter expertise in our Product set, messaging standards and in wider Adviser Technologies which is recognised as a niche area of expertise.Working closely with our Exec Leadership team and stakeholders across the business to deliver great experiences for our Advisers and Customers whilst building our strategy for the next generation of integration and Adviser services. Development of a strong internal communications strategy and collaboration with leaders to build knowledge and insight in Adviser Tech.

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 in line with customer and business needs. Building key relationships with cross-functional stakeholders to ensure the end vision is clearly articulated; requirements are understood and expectations are set. Influencing positive outcomes to ensure the solutions are taken to market exceeding expectations and with a robust launch approach. Calling on my experience and technical background to act as a consultant for IT, technical and support teams for systems understanding; route cause analysis and solution design for Proposition owned services and general business systems to ensure deployment of the right solution for our customers.

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 requirements for integration services such as valuations and electronic remuneration. Managing these third party relationships through to completion including agreeing and establishing legal/ service contracts as well as delivering and constructing technical support and process documentation.Business application owner and escalation point for a number of tools and services including client paperless proposition. In turn providing consultancy and troubleshooting as subject matter expert for day-to-day problem management of high severity issues. Ensuring team adherence of corporate governance obligations.AXA Wealth representative for Origo and F&TRC industry forums.

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 the production and replication of online content.Business ownership and client support of high-severity eCommerce issues.Friends Life representative for Origo and F&TRC industry forums.

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 road map of integration's including establishing and maintaining contractual agreements.Also responsible for the Protection offline point of sale software, maintaining service levels, technical support and delivering upon service enhancement opportunities.Identifying opportunities to improve upon existing online functionality, by documenting requirements and recommendations through a cost effective solution.Friends Life representative for Origo and F&TRC industry forums.

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 the AXA Life eCommerce strategy, providing a junior program management function, coordinating all business work requests and estimates ensuring quality service to business partners.

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