Sarah Gresty

Sarah Gresty Email and Phone Number

Single Family Office Proposition Leader @ Mercer
United Kingdom
Sarah Gresty's Location
United Kingdom, United Kingdom
Sarah Gresty's Contact Details

Sarah Gresty personal email

n/a
About Sarah Gresty

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:๐Ÿ’ซ ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐—ถ๐—ฐ ๐—Ÿ๐—ฒ๐—ฎ๐—ฑ๐—ฒ๐—ฟ - 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.๐Ÿ“Š ๐—ง๐—ฟ๐—ฎ๐—ป๐˜€๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—–๐—ต๐—ฎ๐—ป๐—ด๐—ฒ - Led large transformational change as a Business leader building on my early career in change management and technology.Programmes include: ๐Ÿ‘‰ Delivering the product and proposition strategy for the combined Private Bank and Wealth Management UK business for Barclays ahead of our integration. ๐Ÿ‘‰ Supporting my funds team to be able to rationalise funds, launch new funds and increase access via new digital channels.๐Ÿ‘‰ Implementing Saleforce CRM using agile methodologies delivering quick enhancements by a high performing joint business and technology team.๐Ÿ‘‰ 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. ๐Ÿ’ป ๐—ง๐—ฒ๐—ฐ๐—ต๐—ป๐—ผ๐—น๐—ผ๐—ด๐˜† ๐—™๐—ผ๐—ฐ๐˜‚๐˜€๐—ฒ๐—ฑ - 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. ๐Ÿงฉ ๐—–๐—ผ๐—บ๐—ฝ๐—น๐—ฒ๐˜… ๐—ฝ๐—ฟ๐—ผ๐—ฏ๐—น๐—ฒ๐—บ๐˜€ - 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.๐ŸŽ“ A member of the Chartered Institute for Securities and Investments with a Level 6 diploma.๐Ÿ‘ฅ 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.

Sarah Gresty's Current Company Details
Mercer

Mercer

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Single Family Office Proposition Leader
United Kingdom
Website:
mercer.com
Employees:
22222
Sarah Gresty Work Experience Details
  • Mercer
    Single Family Office Proposition Leader
    Mercer
    United Kingdom
  • Women In Banking And Finance - Uk
    Management Board - Head Of Thought Leadership
    Women In Banking And Finance - Uk Dec 2024 - Present
    London, England, Gb
    Women 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. ๐Ÿ‘ญ๐Ÿฆ๐Ÿ’ฑ
  • Doorstep Library
    Chair Of The Board Of Trustees
    Doorstep Library Jul 2022 - Present
    London, London, Gb
    Chair 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. ๐Ÿ‘จโ€๐Ÿ‘ง โค๏ธ ๐Ÿ“š ๐ŸŽ–
  • Barclays
    Head Of Product, Wealth Management & Investments
    Barclays Jan 2022 - Aug 2024
    London, Gb
    Executive 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. ๐Ÿ“ˆ ๐Ÿ’ฑ ๐Ÿ”’ ๐Ÿ’ณ ๐Ÿ’ท ๐Ÿง ๐Ÿ’ฐAchievements include:๐Ÿ‘‰ 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.๐Ÿ‘‰ Reinvigorated Barclays own fund range (across UK, Lux and Ireland), launching new funds, and extending distribution channels. ๐Ÿ‘‰ Successful delivery of consumer duty supporting product managers to complete reviews ahead of deadline. ๐Ÿ‘‰ Lead the product and strategy input for the BISL ICARA regulatory return. ๐Ÿ‘‰ 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.๐Ÿ‘‰ Hosted Word on the Street Podcast in 2022 and 2023.
  • Barclays
    Head Of Banking, Credit, Insurance And Pension Products, Wealth Management & Investments
    Barclays Dec 2015 - Dec 2021
    London, Gb
    Directed a team of 15 product managers, both manufacturing and sourcing products from across the Barclays Group and externally. ๐Ÿ”’ ๐Ÿ’ณ ๐Ÿ’ท ๐Ÿง ๐Ÿ’ฐAchievements include:๐Ÿ‘‰ 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. ๐Ÿ‘‰ 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. ๐Ÿ‘‰ Member of Barclays UK Mortgage Council (2017-2019) forming part of the mortgage extended leadership team to drive forward this ยฃ143bn mortgage business.
  • Barclays
    Head Of Private Bank Banking Proposition
    Barclays Feb 2007 - Dec 2015
    London, Gb
    End of end oversight and development of Private Bank banking proposition, managing, launching and closing products. ๐Ÿ’ท ๐Ÿง ๐Ÿ’ฐ
  • Barclays
    Senior Project Manager, Barclays Bank International
    Barclays Jun 2005 - Feb 2007
    London, Gb
    Led 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). ๐ŸŒŽ ๐Ÿ“Š
  • Barclays
    Graduate Management Analyst
    Barclays Jan 1999 - May 2005
    London, Gb
    Broad range of technology and change assignments, including coding, design, change and strategy, including accountability for the management and control of a ยฃ200m change portfolio. ๐Ÿ’ป ๐Ÿ“Š

Sarah Gresty Skills

Stakeholder Management Portfolio Management Banking Wealth Management Risk Management Project Delivery Private Banking Operational Risk Governance Change Management Prince2 Management Strategy Product Management Program Management Project Portfolio Management Integration Finance Strategic Financial Planning Business Transformation Financial Risk Business Analysis

Sarah Gresty Education Details

  • The Chartered Institute For Securities & Investment (The Cisi)
    The Chartered Institute For Securities & Investment (The Cisi)
    Bond & Fi Markets
  • Lancaster University
    Lancaster University
    Advanced Computer Science
  • Alliance Manchester Business School
    Alliance Manchester Business School
    Mba
  • Durham University
    Durham University
    Business Administration
  • University Of Liverpool
    University Of Liverpool
    Computer Science
  • The Tiffin Girls'โ€‹ School
    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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