Experienced AI Architect with extensive experience in strategy, innovation, solution design and complex problem solving with background in Big 4 consulting combined with intellectual curiosity, structured thinking, can-do attitude and results-driven mindset. Senior leadership team member proficient in leading complex strategic projects, building relationships and influencing stakeholders. Also the youngest recipient of the Chartered Fellow award from the Chartered Institute for Securities & Investment (CISI).
Skills AI strategy development, Analytics solution design, Business development, Cloud partnership development, Complex problem solving, Compliance analysis, Data Analysis, Digital investment platforms, Digital transformation, Entrepreneurial growth, Financial services consulting, Innovation management, Investment proposition strategy, Market research, Operating model design, Product management, Project management, Relationship management, Risk assessment, Solution design, Strategic planning, Strategy development, Technology advisory, Vendor assessment.
Education 2020 Diploma in Investment Risk & Compliance at Chartered Institute for Securities & Investments 2013 - 2017 Bachelor of Music Honours at Royal Conservatoire of Scotland
Experience Oct 2022 - Jun 2024 Investment Proposition & Strategy Consultant at St. James's Place
– Proposition Strategy – led the development of the 2030 investment proposition strategy, aligned with the firm's group strategy and objectives; worked closely with Executive Leadership team, developed target state, strategic business and operational plans.
– New Venture Development – designed a blueprint for a new business venture focused on investments in startups, strategic partnerships and providing specialised consultancy services to drive entrepreneurial growth and achieve group's strategic objectives.
– Investment Platform Development (AI) – led solution design, strategy and product vision development for a digital investment platform to deliver personalised portfolios tailored to customer needs within the discretionary fund management business area.
– Product Life Cycle Digital Solution (GenAI) – led end-to-end strategy development for product management solution leveraging GenAI capabilities; developed investment business case; conducted market research, vendor suitability assessment and selection.
– Technology, Strategy and Innovation Advisory – provided advice, wrote papers with strategic insights to the Executive Leadership team on technology trends, digital solutions, best practices and opportunities with AI and GenAI across the investment division.
Apr 2021 - Sept 2022 Strategy & Innovation Manager at Financial Services Consulting, PwC
– AI Strategy Design – led the development of AI product strategy to enable senior leadership team to make well-informed strategic decisions on technology solution developments and priorities aligned with business objectives and wider 2025 firm strategy.
– Front Office Digital Transformation (GenAI) – design and solution lead responsible for developing technology solution using GenAI capabilities to produce summaries of conversations and next best actions and drive £4m in operating savings.
– Multi-channel Analytics Solution Design (AI) – led a team to design an AI banking technology solution in partnership with a SaaS firm to improve customer experience, end-to-end journeys and assist vulnerable clients across digital and communications channels.
– Google Cloud Partnership – supported the establishment of Google Centre of Excellence and strategic partnership; led the strategic planning, operating model design and hiring activities for 76 FTE across sales and development business areas.
– FinTech Ecosystem – led the development of an innovative ecosystem with four leading FinTech firms; key role in solution design, research, competitive analysis, due diligence and solution suitability, managing relationships and supporting negotiations.
– Career Coach – provided guidance to four junior consultants, facilitating their development and growth.
Sept 2018 - March 2021 Assistant Manager at Financial Services Advisory, Deloitte
– Distribution Platform Development – responsible for developing a distribution platform; worked closely with data science teams; analysed data, developed processes and procedures, designed product vision and roadmap and delivered presentations to clients.
– Investment Dealing Models – review and strategic advice for a third-party vendor selection; assessment of commercials, business suitability, customer segmentation and regulatory compliance to ensure alignment with the firm's operating model and strategy.
– Operating Model Design – led the future state operating model design considering strategy and appetite, target market, processes, technology capabilities including artificial intelligence and robotics process automation for a leading UK Bank.
– Business Development – led the development of crypto assets, ESG and digital transformation propositions across the business; market and competitor analysis, go-to-market strategy, planning, cost and pricing modelling and scenarios.
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