Transformation Specialist

An integral member of the LII Transformation team, providing analytical thinking, coordination and insight support across transformation initiatives, combining business and product analysis, agile delivery support, portfolio tool & management information responsibilities. Working with colleagues across the Business, Business Agility, Technology, Portfolio Solutions and Operational Excellence, you will help define future state operating models, translate LII strategic goals and business needs into well-formed requirements, support delivery through the sprint lifecycle, and help maintain portfolio toolsets, MI and records that underpin successful delivery outcomes. The role ensures delivery information is accurate, transparent, and actionable, helping teams and leaders make informed decisions to enable sustainable transformation outcomes.

Key Responsibilities

• Lead analysis across people, process and systems, provide decision enabling insights impacting, progress, risks, interdependencies and benefits
• Elicit, document and validate clear requirements; ensure end to end traceability
• Identify and manage complex data, stem and process dependencies, support migration, integration and implementation planning.
• Shape current and future operation models and lead capability/value stream mapping

Delivery, Planning and Governance

• Lead workstreams or small/medium initiatives; define scope, planning dependencies, budget/forecast and critical path
• Orchestrate delivery and input into governance; actively manage RAID and remove impediments
• Prepare governance materials and submissions; chair/coordinate working groups as required; drive timely decisions and resolution
• Coordinate on/offshore and vendor contributions; ensure cadence, standards and exec ready documentation

Change Management & Engagement

• Design and execute change strategies including impact, readiness, stakeholder engagement and resistance management
• Build stakeholder communications and training plans; run workshops and targeted interventions to support adoption and capability uplift
• Monitor adoption KPIs and MI; implement reinforcement and sustainment activities to embed new ways of working and realise benefits

Collaboration and Capability

• Build trusted relationships with sponsors, senior stakeholders and cross functional teams (Business Agility, Technology, Data, Operations)
• Align central and regional priorities; negotiate trade offs to protect outcomes; clarify decision rights and escalation paths.
• Coach analysts and contractors; foster a collaborative, psychologically safe environment focused on delivery excellence.
• Support testing/validation of delivered functionality; capture lessons learnt and feedback on deliverable quality.

Process & Tools

• Evolve and standardise tools, templates and playbooks; promote reuse and consistency across initiatives.
• Integrate delivery and change MI into dashboards/heatmaps; champion automation of reporting where possible.
• Translate strategic objectives into actionable delivery plans and milestones across people, process and systems.

Culture

• Role model Liberty’s values and commitment to wellbeing, authenticity, and teamwork.
• Promote continuous improvement, respectful challenge and data driven decisions; encourage the practical use of AI/automation to streamline execution and insights.

Sustainability

• Ensure outcomes are embedded, measurable, and sustained post implementation; establish reinforcement plans and handover to BAU owners.
• Capture lessons learned and feed improvements into the portfolio and communities of practice.

Regulatory

• Adherence to all relevant regulatory requirements forms part of your role, and the demonstration of behaviours as set out in the Conduct Risk Policy, as they relate to your role, is core to LSM's commitment to our Liberty Values, placing customers at the centre of our business and behaving with integrity. LSM expects you to understand your responsibilities relating to all regulatory and internal requirements, and to proactively demonstrate compliance with these requirements and behaviours at all times. These requirements include the Senior Managers and Certification Regime Conduct Rules, Solvency II, fair treatment of customers, Financial Crime, Data Protection, Conflicts of Interest, and Whistleblowing.

Skills and Experience

• Business/product analysis experience and knowledge of business analysis methodologies.
• Experience of working with change and delivery teams aligned to agile ways of working.
• Strong analytical and problem-solving skills, with the ability to work independently and as part of a team.
• Proven process mapping / operating model experience (BPMN or similar) advantageous.
• Strong co-ordination, organisation, and planning skills with a high level of attention to detail.
• Flexible and adaptable, able to work successfully engage in multiple initiatives simultaneously.