Head of Balance Sheet Optimisation

Barclays
London
Join us in Barclays Corporate Bank within our Global Transaction Banking business as Head of Balance Sheet Optimisation where you’ll lead a well-established team with a fresh focus on continuous improvement and challenging the norm. You’ll ensure we deliver consistently excellent frameworks and automated processes for our key balance sheet metrics within the corporate bank, while also driving enhancements and supporting key projects as a subject matter expert. A central part of the role is funding optimisation, working closely with Treasury and Finance to ensure our assets and deposits are accurately recognised and optimised for critical liquidity metrics like LCR and NSFR. This is a chance to combine leadership with specialised expertise to strengthen the bank’s balance sheet and stability.

Essential Skills / Basic Qualifications

  • Experience in financial services within Finance, Treasury, or Product Management (asset or liability side).
  • Proven background in managing and leading teams, with a focus on developing capability and improving processes.
  • Knowledge of regulatory requirements for liquidity, funding, capital, and transfer pricing, including LCR, NSFR and related regulatory metrics.
  • Advanced Excel skills and experience with complex data warehouses, with a solid understanding of how databases interact and integrate.
  • Proven data analysis skills with the ability to interpret complex information and translate insights into actions.
  • Excellent influencing and communication skills, with the ability to challenge thinking and drive meaningful change.
  • Demonstrated track record in identifying and delivering process improvements and efficiency enhancements.

Desired / Preferred Qualification

  • Experience with governance and operational risk frameworks.
  • Familiarity with process automation and workflow optimisation tools.

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.

This role is based in London

Purpose of the role

To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.

Accountabilities

  • Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
  • Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
  • Response to customer inquiries, resolution of issues, and provision of guidance on product usage.  .
  • Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
  • Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content.
  • Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
  • Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.

Vice President Expectations

  • To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
  • If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
  • 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 be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
  • Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
  • Manage and mitigate risks through assessment, in support of the control and governance agenda.
  • Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
  • Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
  • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
  • Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
  • Adopt and include the outcomes of extensive research in problem solving processes.
  • Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills 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.
Posted 2025-09-20

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