Head of Strategic Portfolio Planning

Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!

About the role

HL have an exciting opportunity to join our new Investment & Programme Office team within the Finance function as the Head of Strategic Portfolio Planning. In this role, you will be responsible for planning and mobilizing the enterprise-wide programme portfolio that supports HL's corporate strategy. You will lead the Portfolio Planning & Investment Management function, overseeing a diverse change portfolio that includes major programmes in product development, client experience, save to invest, regulatory initiatives, digital transformation, operating model, and organizational design.

What you'll be doing

• Responsible for designing building and managing the Medium Term (3 year) and Annual Portfolio Planning approach as part of the Enterprise-wide Operating plan process.
• Responsible for HL's Programme Portfolio budget (>50m), aligning initiatives to the business strategy and facilitating decision-making to optimise return on investment.
• Designing and managing an investment management process and lifecycle including facilitation of the Business Investment Committee.
• Responsible for leading and coaching Business Owners to articulate their strategy and shaping that into compelling programmes and business cases suitable for review by the CEO and CFO
• Captures, tracks, and identifies the complex inter-dependencies across HL that are critical to our projects being a success.
• Ownership of all new programme requests via the new HL Demand Panel (Senior Leadership level)
• Drives a high-performance culture to ensure better, simpler, faster and cheaper deliverables for HL and our clients
• A change agent, challenging the status quo and delivers industry best in class standards

About you

• Significant experience within a similar role, leading an Enterprise wide programme portfolio planning process, supporting the mobilisation of complex Transformation programmes and facilitating a Business Investment Committee at CEO level
• Demonstrable experience managing a significant Investment Management budget

• Expert in Strategic Portfolio Planning, Portfolio Design and Demand Management.
• Expert in Portfolio, Programme and Agile delivery methodologies.
• Experience in defining, establishing, and facilitating governance structures to keep key stakeholders engaged, aligned and on track across the business.
• Significant experience outside of portfolio management that are key to delivery e.g. business case development, client experience, product strategy, business solution design, technical and operational readiness.
• Expertise and experience of delivering highly complex change in B2B and B2C environments.
• Extremely high commercial and influencing skills, demonstrated at Executive Leadership level
• Flexible and adaptable; able to deliver and thrive in ambiguous situations.

Interview process

A presentation, psychometric assessment and a competency-based interview.

Working Schedule

We are looking for a Head of Strategic Portfolio Planning to join our team, based in Bristol head office, BS1 5HL. This role is a permanent, full time, 37.5 hours per week, Monday to Friday. We offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office.

Why us?

Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus* & annual pay review
• 25 days* holiday plus bank holidays and 1-day additional Christmas closure time
• Option to purchase an additional 5 days holiday (during annual enrolment window, if eligible depending on start date)
• Flexible working options available, including hybrid working
• Enhanced parental leave
• Pension scheme up to 11% employer contribution
• Sharesave scheme - have a real stake in HL's future
• Income Protection & Life insurance (4 x salary core level of cover)
• Private medical insurance*
• Health care cash plans - including optical, dental, and out patientcare
• Help@hand and an Employee Assistance Programme
• Gympass - gym memberships and wellbeing apps available
• Variety of travel to work schemes with free bike storage and shower facilities
• Inhouse barista & deli serving subsidised coffee and sandwiches
• Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
• LifeWorks Discounts on services, restaurants and retailers

* dependant on role level

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information. Please note, we are unable to provide employment sponsorship to candidates.