Digital Senior Manager - Professional Services

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Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services / Evelyn Partners and Careers / Evelyn Partners

Job Description

Job Purpose

The role sits within our Digital Technology & Solutions (DTS) function and part of a broader team responsible for leading digital transformation and change across our Professional Services business. With a specific focus on our ABS (Audit & Business Services) business line, you will be responsible for defining, prioritising and implementing the capabilities and platforms for our ABS business. You will work closely with the ABS leadership, key stakeholders and the broader DTS teams to identify new and emerging opportunities to further advance ABS as a business in the tech world.

Key Responsibilities

• Define and prioritise the ABS digital product(s) roadmap and backlog, collaborating with the ABS business to align with the ABS business strategy
• Product ownership of the core ABS applications - see below.
• Ensure that any new platform or service complies with information security and data protection standards and regulations. This includes implementing and maintaining security measures to protect sensitive data, as well as ensuring that the platform/service is regularly updated to address any security vulnerabilities
• Responsible for developing & implementing Excel add-ons, Power Query and reporting in Power BI. For example, creating custom Excel add-ons to create efficiencies and productivity gains for the practitioners, as well as using Power Query to extract, transform, and load data from various sources
• M&A: support the integration of new offices and colleagues into the Evelyn Partners environment from an ABS application/platform perspective
• Research and oversee GenAI use cases to explore and test opportunities
• Coordinate RPA related activities liaising with the internal RPA development team
• Maintain Legacy PowerApps and ,monitoring costs against budget for individual clients.

Qualifications

Key Skills and Experience

• Knowledge of the audit industry and related software e.g. Caseware and Inflo
• Experience in product management or product ownership
• Excellent communication and collaboration skill
• Ability to work in a fast-paced environment
• Strong problem-solving and analytical skills

Professional Qualifications and Education

Understanding of ICAEW Regulations: As a Senior Manager for ABS Digital in a professional services practice, it is important to have an understanding of the regulations set by the Institute of Chartered Accountants in England and Wales (ICAEW). These regulations govern the conduct of members, firms, and students, and ensure that high professional and ethical standards are maintained.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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