Project Lead, Process Strategy & Optimisation, CEO Office Investments

Job Description

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.

We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:

• interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
• Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
• Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.

Reporting to the Head of Process Strategy & Optimisation, the Project Lead is responsible for mapping, analysing, and improving business processes across the Investments business, acting as a trusted advisor to support strategic process management and optimisation. The role is split equally between supporting delivery responsibilities, such as process analysis, optimisation, and advisory, and project management, leading strategic projects including end-to-end process mapping, RCSA reframing, and other initiatives to support the Process Strategy & Optimisation team’s delivery.

• Map and document end-to-end business processes using standard methodologies (e.g., BPMN), advising teams on effective process design.
• Analyse processes to identify inefficiencies, risks, and improvement opportunities, presenting findings and recommendations to stakeholders.
• Collaborate with stakeholders to define process ownership and accountability (RACI).
• Maintain process documentation and ensure accessibility for stakeholders.
• Investigate and address process issues flagged by stakeholders, identifying root causes of inefficiencies or weaknesses, and advising on solutions to improve process clarity, efficiency, and ownership.
• Coordinate and manage strategic projects, including end-to-end process mapping, RCSA reframing, and other initiatives to support the Process Strategy & Optimisation team’s delivery.
• Develop and maintain project plans, timelines, and deliverables, ensuring projects are delivered on time and to a high standard.
• Support the allocation and coordination of project resources, facilitate workshops and meetings, and manage stakeholder engagement throughout project life cycles.
• Track and report on project progress, risks, and milestones, escalating issues as required to ensure successful delivery.
• Champion a culture of continuous improvement and operational excellence across the Investments business.

• Experience in business process analysis, process improvement, or project delivery, ideally in a consultancy or advisory capacity.
• Demonstrated project management skills, with experience leading strategic initiatives.
• Strong analytical, problem-solving, and communication skills, with the ability to influence and advise stakeholders.
• Familiarity with process mapping tools and methodologies (e.g., BPMN, Lean, Six Sigma).
• Experience with risk/control frameworks (e.g., RCSA) is an advantage.

We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out…