Robert Smith Email & Phone Number

France

Canary Wharf

• Acted as IT Portfolio Lead and set strategic direction of services for UK Discretionary Wealth Management services & UK Advisory Wealth Management services.
• Delivered full life cycle for all domain change programmes with multiple complex workstreams. Worked with vendors, global IT and business teams. (circa $6-8m annual change budget)
• Partnered with senior leadership team to create project team structures and strategy to support successful project delivery.
• Managed steering committees and reported to executive committees and key stakeholders globally.
• Performed oversight of BAU live services including the management of any production impacts. Managed business line and vendor relationships including any contractual and SLA negotiations.
• Led a team of 10 wealth project managers providing training, mentoring, governance adherence, and resource management for the wider UK wealth programmes.

Canary Wharf, London

• Lead business analyst role that supported the development and implementation of a global strategic wealth wrap platform.
• Managed and planned the daily workload of the business analysis team from requirement analysis to solution design.
• Provided management of vendor functional specifications and ensured requirements were met and business approved.
• Had responsibility for providing any cost/impacts for development changes and new platform deployments; including cost negotiation and analysis of vendor solutions.
• Managed the internal architecture review process to ensure systems and solutions were robust and met the required architectural standards.

• Initially provided business analysis to ensure the successful delivery of JPM’s Transfer Agency business on to a new wealth management, all of market wrap platform. This incorporated various financial instruments.
• Subsequently managed the client reporting & management information workstream for the delivery of a new reporting solution for an EMEA wide strategic Transfer Agency platform migration.
• Provided planning and vendor management to ensure successful delivery of the required reporting solution.
• Specified internal/external client requirements whilst also providing analysis of solutions and securing business approval.
• Completed system testing prior to UAT and supported client UAT to ensure client needs were met.

• Managed the testing function and team within the Transfer Agency group for the successful migration of JPM’s onshore business (OEICs, SICAVs, Investment Trusts and Equities) to RUFUS GTA.
• Defined the testing strategy, scope and exit criteria.
• Ensured full test coverage was completed, documented and signed off by stakeholders.
• Managed test environments with vendors and internal surround IT teams for full end to end testing.
• Successfully project managed the deployment of a new customer online payment system and the project implementation plan that ensured there were no issues over the ‘go live’ weekend.

• Acted as a Business Consultant within the Transfer Agency area in a client facing role servicing four investment managers.
• Primarily responsible for detailing client requirements and ensuring new developments efficiently met the needs of multiple clients.
• Provided support to client businesses/internal technology teams for system issues and proposed fixes/changes. This was key to ensuring that clients were satisfied with the resolution of any issues.
• Coordinated system testing prior to release to client UAT for new developments/code fixes and provided support to client UAT to ensure successful releases.

• Provided business analysis within the Transfer Agency group through the full project life cycle for a successful major offshore business conversion programme.
• Played a key role in the provision of post implementation support to operational teams to ensure smooth running of the business.
• Project managed a day two SWIFT Distributor take on project that successfully automated approximately 70% of fund trading activity.

• Created and managed a team of 12 people specialising in a number of complex and problematic processes within the Transfer Agency business.
• Managed and delivered the centralisation, streamlining and improvement of controls relating to numerous complex business processes.

• Managed a team specialising in the successful resolution of customer complaints. Responsibilities included the root cause analysis of complaints and the feedback of errors to all operational areas and external clients.

• Documented and updated procedures and provided input into system development and system testing in the preparation of the team’s conversion to a new platform. Awarded company ‘Quarterly Business Flair Award’ in.

Apline Ski Instructor, Alpine Skiing, Alpine Level 2

Awarded BASI Alpine Level 2 equivalence

Csia Level 2, Alpine Ski Instruction, Alpine Ski Instructor Level 2

CSIA Level 2 with 17 above standard marks

Beng (Hons), Mechanical Engineering