Transformation Lead, PBWM India

Job Description

Purpose of the role

To lead the portfolio management team in the delivery of successful projects, while ensuring that portfolio management processes and practices are aligned with controls and governance standards and that projects are aligned with the organisation’s strategic objectives.

Accountabilities

• Leading of portfolio management team, including setting of portfolio vision, management of portfolio performance, and provision of guidance and support to portfolio analysts.
• Monitoring of portfolio performance, including tracking of project progress, managing budgets, identification of thematic risks and issues, and reporting on portfolio status to senior management.
• Management of portfolio documentation, including aggregation of portfolio book of work, schedules, and budgets, and ensuring that portfolio documentation is up-to-date and accurate.
• Facilitation of portfolio governance, including ensuring that projects are aligned with the organisation’s strategic objectives, aligned with the controls and governance standards and that portfolio thematic risks and issues are managed effectively.
• Managing the portfolio Book of Work outlining the sequence and dependencies of change initiatives, considering factors like resource availability, stakeholder buy-in, and potential risks.
• Facilitation of change management activities, to ensure that change initiatives are successfully implemented and embedded in the organisation.
• Continuous improvement of portfolio management practices, including identification of areas for improvement and implementation of changes to improve portfolio performance.
• Collaboration with stakeholders, including senior management, project teams, and external partners, to ensure that portfolio management practices are aligned with their needs and expectations.
• Development of portfolio management processes that are aligned with controls and governance standards and that support the delivery of successful projects.

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Join us as Transformation Lead, PBWM India, where you will lead and drive critical cross-functional transformation initiatives across Private Bank & Wealth Management, ensuring disciplined execution, client-centric outcomes, and measurable business value. You will work closely with Business, Technology, Operations, Product, Risk, Compliance, and global stakeholders, leveraging agile and hybrid delivery methodologies to execute complex transformation programmes from strategy through implementation.

To be successful in this role, you should:

Essential Skills/Basic Qualifications:

• Proven track record in leading and delivering technology-intensive transformation initiatives, business process design and analysis, preferably within the BFSI domain.
• Strong project and programme management experience, with a demonstrated ability to manage complex initiatives from strategy through execution.
• Experience working with senior management and global stakeholders across multiple functions and geographies.
• Strong stakeholder management, influencing, communication, and relationship-building skills, with the ability to build consensus and drive outcomes without relying solely on formal authority.
• Strong understanding of governance, risk management, regulatory requirements, and internal control frameworks within financial services.
• Demonstrated ability to identify and resolve risks, issues, dependencies, and escalations while maintaining delivery timelines and quality.
• Strong strategic and commercial acumen, with the ability to translate business priorities into actionable roadmaps and clear management briefings.
• Graduate in any discipline.

Desirable Skills/Preferred Qualifications:

• Expert knowledge of project and programme management methodologies, including agile and hybrid delivery approaches.
• Previous experience delivering transformation initiatives within Private Banking, Wealth Management, Investment Banking, or broader financial services.
• Previous experience or exposure to derivatives and investment products.
• Good understanding of investment products and securities market operations.
• Knowledge of emerging technologies and their applications within financial services.
• Practical understanding of relevant regulatory and legal environments.
• Experience driving change management and process optimisation across complex, geographically distributed organisations.
• Strong interest in financial markets and the ability to understand and communicate complex business and technical concepts.
• Ability to operate effectively under pressure, manage competing priorities, and deliver within a high-volume, fast-paced environment.

You may be assessed on the key critical skills relevant for success in role, such as:

• Transformation and programme delivery
• Project management and execution discipline
• Strategic thinking and commercial acumen
• Client-centricity and business outcome orientation
• Stakeholder management and influencing
• Agile and hybrid delivery methodologies
• Business process design and optimisation
• Governance, risk and control
• Financial services and investment products
• Problem solving and decision making
• Communication and executive presentation
• Change management
• Emerging technology and digital transformation
• Collaboration across functions and geographies

Job location is Mumbai,.