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PBWM Strategy and Planning Manager

London, United Kingdom

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Date live: 14/05/2025

Business Area: Centre

Area of Expertise: Strategy

Contract: Permanent

Reference Code: JR-0000054050

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Barclays Strategy

Join the Strategy team to develop strategic plans in collaboration with the Executive Leadership Team. You'll set the Environmental, Social, and Governance (ESG) strategy to ensure sustainable growth and alignment with ESG standards, positioning Barclays for long-term success.

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PBWM Strategy and Planning Manager | Barclays | London.

Come join us as a Strategy and Planning Manager!

We are seeking a highly motivated and analytical individual to join our Personal Banking & Wealth Management (PBWM) division in a role that is central to helping shape and execute strategic priorities for PBWM by conducting deep research, market and competitor analysis, strategic planning, and initiative design. You will partner closely with a range of stakeholders across the business and the wider Barclays Group to deliver consistently high-quality outcomes that align with our long-term vision and strategic goals.

You will lead and support discrete strategic initiatives, business planning processes, and transformation efforts, while also contributing to key business-as-usual (BAU) responsibilities. Your efforts will support senior leadership, including updates to the PBWM CEO, Group Executive Committee, and other governance bodies.

Key Responsibilities:

Vision & Strategy Development

  • Deliver insightful analysis of market trends and macroeconomic drivers to shape PBWM’s strategic thinking.
  • Assess market conditions and competitor actions to identify potential risks and opportunities, supporting well-informed strategic decisions.
  • Conduct competitor benchmarking and peer performance reviews to inform Barclays’ positioning and areas for growth.
  • Contribute to defining PBWM’s vision, role, and long-term opportunities, including identifying strategic actions required for transformation.


Planning

  • Support the creation of a forward-looking plan for operational priorities and strategic investments.
  • Support the delivery of transformation programmes by selectively reviewing and resolving strategic issues.


Solution Design & Problem Solving

  • Assist in defining structured approaches to operational challenges through problem scoping, hypothesis development, and action planning.
  • Evaluate potential strategic solutions, considering feasibility, risk, and commercial impact, and contribute to the development of business cases and delivery blueprints.


Stakeholder Engagement & Communication

  • Support development of high-quality executive-level materials for internal and external stakeholders, including Board, Group ExCo, investors, and regulatory bodies.
  • Contribute content to investor relations materials and support regulatory updates involving PBWM strategy and progress.

Essential Skills:

  • A qualification at degree level.
  • Strong numeracy and creativity in their approach to structuring and solving business problems through a combination of analysis and intuition.
  • Experience in shaping business strategy, undertaking business planning and performance tracking, shaping strategic initiatives including developing proposition, product/service, or distribution (including digital) solutions from a client, colleague, commercial and risk perspective.
  • Strong attention to detail, written and oral communication skills.

Desirable Skills/Preferred Qualifications:

  • Knowledge of Private Banking or Wealth Management.
  • A track record of working collaboratively with stakeholders and virtual teams in complex environments.
  • A natural curiosity toward business issues and their own personal development.


This role is based in London.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

Purpose of the role

To analyse and assess market trends, competitor landscape, and potential risks and opportunities to inform strategic decision-making.

Accountabilities

  • Development and presentation of compelling strategic recommendations to senior management, addressing key business challenges and opportunities.
  • Monitoring and evaluation of the effectiveness of implemented strategies, recommending adjustments as needed.
  • Communication of complex strategic information clearly and concisely to diverse stakeholders.
  • Identification and assessment of potential risks associated with the bank's strategic plans and recommend mitigation strategies.
  • Conducting in-depth research and analysis of internal and external data, including market trends, competitor analysis, and economic forecasts.

Assistant Vice President Expectations

  • To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
  • Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
  • 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 lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
  • Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
  • Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
  • Take ownership for managing risk and strengthening controls in relation to the work done.
  • Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
  • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
  • Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
  • Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
  • Influence or convince stakeholders 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.

Barclays welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please review Adjustments to the recruitment process.

We’re a global, vital and highly respected financial organisation with an inspiring Purpose. Operating in 39 countries and employing around 100,000 people across the world, we help communities, individuals and businesses thrive. And we’ve created financial solutions and technology that the world now takes for granted. A career with us can offer incredible variety, depth and breadth of experience, and the chance to learn from some of the best minds in technology and finance.

To find out more about Barclays' strategy please click here.

We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

This is Barclays London

Our global HQ is in Canary Wharf, at the heart of London’s financial district. There are over 10,000 colleagues here – a hugely diverse workforce made up of the world’s best financial and tech talent. If you love the buzz of city life, this is the place to be.

Cycle or run to work? We’ve got everything you need – from cycle hire and parking areas to new showering and changing facilities.

CoSpace is our drop-in co-working space, where networks are built, problems are solved collectively and our community is strengthened.

Our Wellness Suite includes a well-equipped gym and exercise studios, and provides personal training sessions and massage therapy.

Our new trading floors enhance communication, integrate sustainability, and support health and wellbeing through innovative design and British-sourced furniture.

This is Barclays London

Our global HQ is in Canary Wharf, at the heart of London’s financial district. There are over 10,000 colleagues here – a hugely diverse workforce made up of the world’s best financial and tech talent. If you love the buzz of city life, this is the place to be.

Supporting active commuters

Cycle or run to work? We’ve got everything you need – from cycle hire and parking areas to new showering and changing facilities.

Time to connect

CoSpace is our drop-in co-working space, where networks are built, problems are solved collectively and our community is strengthened.

Wellbeing in focus

Our Wellness Suite includes a well-equipped gym and exercise studios, and provides personal training sessions and massage therapy.

Advanced trading floors

Our new trading floors enhance communication, integrate sustainability, and support health and wellbeing through innovative design and British-sourced furniture.

Multicultural ERGs at Barclays

Be you. Be valued. Belong.

We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success.

You can learn more about our commitment to our colleague on our Inclusion and Opportunities page.

Learn more

Application Process

Your application

We’ll ask for information about you, your CV and cover letter.

1

Your assessment

Covering your behaviours and ability at work.

2

Your interview

Exploring your past experiences and skills.

3

Next step

We’ll request additional information so that you can complete our screening process

4
How to ApplyRead our FAQ's
Barclays

Working flexibly

We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports your personal needs, alongside the professional needs of our business. If you'd like to explore flexible working arrangements, please discuss this with the hiring manager. Your request will be reviewed in-line with the requirements of the role/business needs of the team.

Hybrid working

We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area. Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

Barclays is built on an international scale.

Our geographic reach, our wide variety of functions, businesses, roles and locations reflect the rich diversity of our worldwide customer base. All of which means we offer incredible variety, depth and breadth of experience.
And the chance to learn from a globally diverse mix of colleagues, including some of the very best minds in banking, finance, technology and business. Throughout, we’ll encourage you to embrace mobility, exploring every part of our operations as you build your career.

Find more information

Related content

Multicultural ERGs at Barclays

Be you. Be valued. Belong.

We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success.

You can learn more about our commitment to our colleague on our Inclusion and Opportunities page.

Learn more