Operational Excellence & Transformation Lead, Member of the Future Leaders Shadow Board

REPORTING TO: Co-Chairs of the Future Leaders Shadow Board

START DATE: ASAP

EXPECTED COMMITMENT: Discretionary, with an average of 4 hours per week

LOCATION: Remote

ROLE OVERVIEW

We have an exciting opportunity for a passionate, highly organised and proactive WIBF member to join the Future Leaders Shadow Board (“FLSB”). The FLSB acts as a strategic partner to the Management Board, ensuring WIBF’s strategy and initiatives remain relevant, forward-looking and aligned with the needs of early career members - our “future leaders”.

The FLSB consists of members of the banking and finance community who are early on in their careers, typically within the first 10 years.

As part of your role as a member of the FLSB, you will have the opportunity to work closely with the FLSB Co-Chairs and Management Board, supporting the Co-Chairs to drive forward strategic objectives and to act as liaison between the FLSB.

Members of the FLSB are expected to hold the position for two years in the first instance, with the opportunity to be re-elected for a further one year term thereafter. Membership of WIBF is a prerequisite to being a member of the FLSB.

This role will play a key part in supporting WIBF's transformation programme. The successful candidate will review current ways of working, identify opportunities to simplify, automate and optimise operational processes, and help embed scalable ways of working that support WIBF's future operating model.

ACCOUNTABILITIES

FLSB & VOLUNTEERING SPECIFIC

●       Accountable to the Co-Chairs of the FLSB, maintaining a close and collaborative working relationship with the FLSB, Management Board, and wider WIBF volunteer network.

●       Provide updates at each FLSB meeting (6-8 weekly cadence) on the progress of your respective area and any actions previously taken.

●       Support the Co-Heads of the Future Leaders Network and Student Engagement Strategy in building two thriving communities of students and early career professionals within WIBF.

●       Advocate for WIBF at events, in a professional capacity and on relevant social media platforms such as LinkedIn.

●       Assist in driving and delivering WIBF, Management Board, and FLSB strategic objectives.

ROLE SPECIFIC

●       Support operational planning and delivery aligned with WIBF's strategic priorities and transformation programme.

●       Identify opportunities to automate workflows using existing technology, AI and systems integrations where appropriate.

●       Support the development of standard operating procedures (SOPs), process documentation and clear roles and responsibilities.

●       Work closely with the COO and volunteers to embed new ways of working and support change adoption.

●       Review WIBF's operational systems and technology stack, making recommendations to improve efficiency, data quality and reporting.

●       Provide project coordination support across strategic initiatives, ensuring actions, risks and dependencies are tracked effectively.

●       Support the COO and wider team as appropriate, helping to ensure initiatives are executed smoothly and on time.

KEY SKILLS, EXPERIENCE AND COMPETENCIES

ROLE SPECIFIC

●       Strong organisational and project coordination skills, with the ability to manage multiple priorities effectively.

●       Experience supporting programme planning, including timelines, tracking progress, and coordinating activities.

●       Ability to think practically and systematically about process improvement and operational efficiency.

●       Strong attention to detail, with the ability to document processes clearly and consistently.

●       Confident working across teams and stakeholders to support delivery of shared objectives.

●       Comfortable using tools such as Excel, project trackers, or workflow tools to support coordination and reporting.

●       Strong communication skills, with the ability to follow up on actions and maintain momentum across projects.

FLSB SPECIFIC

●       Strategic Thinking:

○       Ability to create, facilitate and provide input into wider strategy discussions.

●       Relationship Building:

○       Focused on collaboration with ability to build strong, effective relationships with FLSB members, stakeholders and paying members.

○       Demonstrates empathy and is capable of building trust with FLSB members, stakeholders and paying members.

○       Demonstrates active listening skills and acts with a high degree of integrity and respect.

●       Leadership:

○       Ability to guide and provide direction when needed for other FLSB members.

○       Can stand in and take initiative, as and when needed.

○       Provides insight and a different perspective on issues, or challenging matters.

○       Actively assists in driving and delivering WIBF, Management Board and FLSB strategic objectives.

●       Results Orientated:

○       Focused on the end result and ultimate outcome.

○       Ability to prioritise effectively and manage conflicting priorities.

○       Adopts a continuous improvement mindset.

●       Communication:

○       Able to communicate with clarity, delivering key messages clearly and effectively.

○       Can adapt different communication styles based on the audience.

○       Articulates ideas and suggestions verbally and in writing, in an appropriate and effective manner.

●       Teamwork:

○       Works collaboratively with other members of the FLSB, the Management Board and wider WIBF stakeholders more broadly to achieve results.

FLSB STANDARDS AND EXPECTATIONS

FLSB members will be members of WIBF and operate in accordance with the WIBF FLSB Terms of Reference.

FLSB meetings are held every 6-8 weeks. There is an expectation on FLSB members to attend all FLSB meetings unless by exception, in order to fulfil the requirements of the role.

This is a voluntary role and service on the FLSB is without remuneration unless expenses apply by exception (e.g. events travel and accommodation by prior agreement).

There is an expectation that FLSB members commit sufficient time to the role (approximately 4 hours per week) to ensure commitments and objectives are met.

TO APPLY

To apply for this opportunity, please email a copy of your CV and a short cover letter (maximum one side of A4) including the reasons for your interest in the role and relevant skills and experience to the FLSB Co-Chairs, Lucy Rawles ([email protected]) and Imogen Gammidge ([email protected]).

Please include the FLSB Secretary, Victoria White ([email protected]), when sending your application.

Applications will be open until Friday 10 July, 2026