Delivery Lead, Process & Optimisation, CEO Office Investments

Job Description

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.

About the Role

Reporting to the Head of Process Strategy & Optimisation, the Delivery 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 combines business analysis and project delivery, supporting process improvements and risk/control frameworks (such as RCSA), and ensuring process documentation is accurate and up to date.

The initial priority is to support strategic projects focused on end-to-end process mapping, across the Investment Business, aligning to key business outcomes. This will enable a successful reframing of RCSAs, establishing clear controls and accountability, and identifying optimisation opportunities to drive future change.

Key Responsibilities:

• 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.
• Champion a culture of continuous improvement and operational excellence across the Investments business.
• Support the delivery of process improvement and risk/control projects (e.g., RCSA reframing).
• Collaborate with stakeholders to define process ownership and accountability (RACI).
• Facilitate workshops and meetings to gather requirements, validate process changes and provide guidance.
• Maintain process documentation and ensure accessibility for stakeholders.
• Track and report on process improvement initiatives and project milestones.
• 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.

About the candidate:

• Experience in business process analysis, process improvement, or project delivery, ideally in a consultancy or advisory capacity.
• Strong analytical, problem-solving, and communication skills, with the ability to influence and advice 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.
• Bachelor’s degree or equivalent; relevant certifications are a plus

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