Sarah Gresty Email and Phone Number
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Commercially focused, authentic scale leader with 25 years Financial Services experience across product management operating at the Executive Level to deliver transformational change, higher commercial performance and improved risk and control.Key ways I have been able to deliver this are:๐ซ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฐ ๐๐ฒ๐ฎ๐ฑ๐ฒ๐ฟ - Running teams of up to 100, passionate about developing the optimal work environment and support for colleagues to deliver their best. Operated as part of an Executive Committee during a period of significant change and as the Chair of a Board of Trustees as we completed a strategic review.๐ ๐ง๐ฟ๐ฎ๐ป๐๐ณ๐ผ๐ฟ๐บ๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ต๐ฎ๐ป๐ด๐ฒ - Led large transformational change as a Business leader building on my early career in change management and technology.Programmes include: ๐ Delivering the product and proposition strategy for the combined Private Bank and Wealth Management UK business for Barclays ahead of our integration. ๐ Supporting my funds team to be able to rationalise funds, launch new funds and increase access via new digital channels.๐ Implementing Saleforce CRM using agile methodologies delivering quick enhancements by a high performing joint business and technology team.๐ Moving Barclays Wealth business onto the BUK rails to provide wealth clients with access to retail products to complement their existing product offering and reduce costs and complexity. ๐ป ๐ง๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๐ด๐ ๐๐ผ๐ฐ๐๐๐ฒ๐ฑ - Since teaching myself to code as a small child, I have always maintained my interest and love of technology. My first and third degrees are in Computer Science and this has allowed me to keep my technology knowledge current whilst predominantly working in business roles. ๐งฉ ๐๐ผ๐บ๐ฝ๐น๐ฒ๐ ๐ฝ๐ฟ๐ผ๐ฏ๐น๐ฒ๐บ๐ - I quickly identify and understand complex problems and develop collaborative solutions, creating cohesive working relationships. This is helped as I am have broad product expertise across banking, credit and investments.๐ A member of the Chartered Institute for Securities and Investments with a Level 6 diploma.๐ฅ I am passionate about coaching individuals and building diverse, high performing teams. My proudest contributions to Barclays are as part of the Gender Network Committee and co-chair of the workstream that set up pre and post maternity groups and launched the careers week both of which are still going strong over 10 years later. In 2024 I joined the Management Board of Women in Banking & Finance to lead Thought Leadership.
Mercer
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- mercer.com
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Single Family Office Proposition LeaderMercerUnited Kingdom -
Management Board - Head Of Thought LeadershipWomen In Banking And Finance - Uk Dec 2024 - PresentLondon, England, GbWomen in Banking and Finance (WIBF) is a social enterprise that operates across the UK.Founded in 1980 our mission is to bring a gender lens to UK financial services to unlock the full potential of the sector by ensuring equal opportunities for women as employees, customers and entrepreneurs. Empowering them to contribute to building a sustainable financial services industry, better businesses and places to work for all. ๐ญ๐ฆ๐ฑ -
Chair Of The Board Of TrusteesDoorstep Library Jul 2022 - PresentLondon, London, GbChair of charity (appointed April 2024, deputy chair since 2022), running board meetings and responsible for governance. The charity has 19 employees and 230 volunteers. Doorstep Library is a community-focused literacy charity dedicated to bringing the magic of books and the joy of reading directly into the homes of children who need our support. We recruit and train home and online reading volunteers to go into disadvantaged areas to help introduce young children (aged 0-11 years) to the pleasure and benefits of reading. ๐จโ๐ง โค๏ธ ๐ ๐ -
Head Of Product, Wealth Management & InvestmentsBarclays Jan 2022 - Aug 2024London, GbExecutive level Managing Director role, FCA registered Material Risk Taker with Significant Management.Managed a team of up to 100 product managers responsible for: Internal Funds, Third Party Funds, Discretionary Portfolio Management, Dealing, Insurance, Pensions, Banking and Credit products. ๐ ๐ฑ ๐ ๐ณ ๐ท ๐ง ๐ฐAchievements include:๐ Delivered the product and proposition strategy for the combined Private Bank and Wealth Management UK business ahead of the integration understanding external market place and internal capabilities.๐ Reinvigorated Barclays own fund range (across UK, Lux and Ireland), launching new funds, and extending distribution channels. ๐ Successful delivery of consumer duty supporting product managers to complete reviews ahead of deadline. ๐ Lead the product and strategy input for the BISL ICARA regulatory return. ๐ Accountable for resilience as AE for Important Business Service: Sale & Purchase of Assets across Wealth and Smart Investor, highly commended when tested during crisis management exercise.๐ Hosted Word on the Street Podcast in 2022 and 2023. -
Head Of Banking, Credit, Insurance And Pension Products, Wealth Management & InvestmentsBarclays Dec 2015 - Dec 2021London, GbDirected a team of 15 product managers, both manufacturing and sourcing products from across the Barclays Group and externally. ๐ ๐ณ ๐ท ๐ง ๐ฐAchievements include:๐ Led transformational change to adapt and bring retail products to wealth clients, improving processes and digital experience for wealth clients across banking and credit with significant commercial benefit. ๐ Long-standing member of Transact & Pay Council, (2016-2021) contributing to strategic decisions across current accounts, FX, payments and implementing open banking for 24 million customers. ๐ Member of Barclays UK Mortgage Council (2017-2019) forming part of the mortgage extended leadership team to drive forward this ยฃ143bn mortgage business. -
Head Of Private Bank Banking PropositionBarclays Feb 2007 - Dec 2015London, GbEnd of end oversight and development of Private Bank banking proposition, managing, launching and closing products. ๐ท ๐ง ๐ฐ -
Senior Project Manager, Barclays Bank InternationalBarclays Jun 2005 - Feb 2007London, GbLed change programmes across multiple countries (Europe, Africa, Middle East and Asia) including new daily sales and revenue information. Played a key role in entering new markets (such as India in 2007). ๐ ๐ -
Graduate Management AnalystBarclays Jan 1999 - May 2005London, GbBroad range of technology and change assignments, including coding, design, change and strategy, including accountability for the management and control of a ยฃ200m change portfolio. ๐ป ๐
Sarah Gresty Skills
Sarah Gresty Education Details
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The Chartered Institute For Securities & Investment (The Cisi)Bond & Fi Markets -
Lancaster UniversityAdvanced Computer Science -
Alliance Manchester Business SchoolMba -
Durham UniversityBusiness Administration -
University Of LiverpoolComputer Science -
The Tiffin Girls'โ School
Frequently Asked Questions about Sarah Gresty
What company does Sarah Gresty work for?
Sarah Gresty works for Mercer
What is Sarah Gresty's role at the current company?
Sarah Gresty's current role is Single Family Office Proposition Leader.
What is Sarah Gresty's email address?
Sarah Gresty's email address is sa****@****lth.com
What schools did Sarah Gresty attend?
Sarah Gresty attended The Chartered Institute For Securities & Investment (The Cisi), Lancaster University, Alliance Manchester Business School, Durham University, University Of Liverpool, The Tiffin Girls'โ School.
What skills is Sarah Gresty known for?
Sarah Gresty has skills like Stakeholder Management, Portfolio Management, Banking, Wealth Management, Risk Management, Project Delivery, Private Banking, Operational Risk, Governance, Change Management, Prince2, Management.
Who are Sarah Gresty's colleagues?
Sarah Gresty's colleagues are Yolanda Washington, Finck, Carol, Varun Bhura, Priyanka Clarke, Rohit Arora, Vaibhv Jaitly, Edwin Schoonhoven.
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