A team of Program Managers focused on Continuous Improvement and Business Excellence has been delivered for a client specializing in portfolio management for high-net-worth individuals, families, and foundations.
Delivering these alongside a Head of Development and Head of Training to support and oversee process re-engineering and digital transformation, Pacific has built the client’s transformation team from scratch with eight hires placed over 18 months.
Our delivery team worked alongside the CEO, Managing Director of Client Service and Operations, and the Head of the Change Program, gaining a complete view of the client’s organization and strategic goals.
Faced with growing competition in wealth markets and increasing digitization promising new analytics and client-provider relationships, Pacific’s search focussed on finding expertise with the technical and personal skills to develop and deploy new solutions to capitalize on the opportunities offered by the changes in the marketplace.
Targeting ambitious growth plans to double their AUM from $50bn to $100bn by 2020, the client had a clear vision for how the delivery of Continuous Improvement and Client Delivery specialists would contribute to the increased growth trajectory.
The team that Pacific delivered has been instrumental in the organization achieving its interim targets and setting it on course to achieve its plans, bringing a wealth of experience from across the Financial Services industry to refine operations and enhance the client-provider experience.
On the strength of building the ‘business change’ team, the CEO retained Pacific to collaborate on designing and filling the newly created role of Chief Digital Officer, reporting directly to him, to capitalize on the new prospects offered by the digital transformation project and give strategic direction to future projects.
With a full market survey collating data on salaries, key placements and target organisations, Pacific successfully executed a full 12-week search project, delivering a highly capable leader with the right mix of Digital technology, marketing and business transformation experience who could influence the culture of the business and articulate a winning vision for the client’s digital future.