Paul Roach Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Responsibilities: Managed three team managers, leading and overseeing both internal and external projects while adhering to the Agile SCRUM methodology in the capacity of a Product OwnerLed and oversaw both internal and external projects while adhering to the Agile SCRUM methodology in the capacity of a Product Owner. Demonstrated an unwavering commitment to delivering high-quality operational and insights reporting for our esteemed major clients. Took charge of the complete new client onboarding process, covering every aspect from the initial bidding financials stage, requirement collection, report design and development, to the final implementation. Effectively coordinated and supervised internal data migrations from a Customer Experience (CX) standpoint. Maintained a keen focus on budget management and resource allocation in strict accordance with our commercial requirements. Exercised proficient management of executive stakeholder projects and cultivated strong commercial relationshipsAchievements: Implemented onboarding two major clients adding significant commercial value to the companyRe designed and re allocated resource and upskilled the managers in order to increase the efficiency of the performance reporting functionDelivered reporting improvements in order to give stakeholders more insights to operational performanceReinvigorated the communication channels between the function and stakeholders

Sydney, New South Wales, Australia

Lead a team of Tech research specialists across Australia and Singapore - covering Data and Analytics, CIO, Supply chain, Applications and Sourcing and ProcurementBuilt a new presence and team in AustraliaResponsible for attracting and hiring exceptional talent across all APAC markets, Australia, Singapore, China and India.Pivotal in managing stakeholders both in research and advisory as well as sales and client success to ensure that out C level clients had prompt and value added connections to our experts and research.

Training manager responsible for co ordinating induction for all new operational staff as well as managing and implementing training for exitising team members.Responsible for assessing the training needs of the operations department consisting of over 150 staffManaged two secondees from the operations area to help develop thier training and coaching skills with a view of them progressing to management rolesManaged system based projects to create training materals and coursesWorked with senior and executive management withing operations to project manage all of their training needsExtended the scope of the operational training to our software development team in Melbourne in order to help smooth out the developer/end user process

London, United Kingdom

• Managing a team of Platform administrators (CSM’s)• Team and Individual performance management• Analysis of performance through data and reporting• Relationship management – Both over the phone and through face to face interactions.• Process ownership• Designing and delivering procedural training for new starters to the business and existing staff• Implementation of procedural and business changes• Operational Procedural owenership and management• Change Management• Project Management - Implementation of new procedures, work pratices and training.

London, United Kingdom

• Relationship management – Answering adviser queries• Processing adviser instructions – Dealing, Transfers, Portfolio details, Withdrawals, Pension Administration• Product expert - Bonds

London, United Kingdom

• Member of an office based sales (relationship management) team selling private equity and AIM portfolios to IFAs and their networks in a specific geographic area.• Exceeded sales targets over two last quarters (circa 115%).• Building and maintaining current business relationships with IFAs to ensure repeat business.• Attended IFA meeting and seminars with the field relationship managers to offer support and education to IFAs.• Managing meetings for field relationship managers while also directly selling products and educating IFAs over the phone• Determined and managed the working relationship between myself, the field relationship manager and the sales support people.• Become a product specialist (Enterprise Investment Schemes) educating the wider team on the product and any developments.• Attending inter departmental meetings on EIS to help ensure business continuity.

London, United Kingdom

• Answer all incoming enquiries from direct investors by phone and e mail.• Maintain and report on data relating to the clients investments and experience• Maintain and report on the complaints register

London, United Kingdom

• Process investment applications, change of details and commission details for all products.• Quality checking of other operators work• Maintain client and investment data• Prepare and send investment data to other parts of the business• Prepare and collate data for investor and IFA reporting• Complaint handling

Sydney, Australia

• Answering of inbound client enquiries around investments, pensions and superannuation.• Effect client transfer of investments or withdrawals.• Assist with client superannuation rollovers.• Assist with superannuation withdrawals due to financial hardship• Explain taxation and superannuation statements.

Sydney, Australia

Sydney, Australia