Senior Appointments | Financial Services
Our client is a leading global financial institution offering a broad range of financial and investment services. With a strong international presence and a commitment to integrity, collaboration, and professional growth, the organisation provides a dynamic and inclusive environment that supports continuous learning and career development.
Responsibilities
* Support the implementation and ongoing enhancement of the records management framework.
* Develop and maintain records management policies, procedures, and retention schedules.
* Create and manage record maps and ensure compliance with retention and disposal requirements.
* Collaborate with compliance, legal, IT, and business teams to ensure consistent record-keeping practices.
* Deliver staff training and awareness programs on records management practices.
* Maintain internal resources, such as a SharePoint site, to support accessibility and education.
* Develop oversight metrics, dashboards, and reports for management review.
* Identify and implement process improvements, including automation opportunities.
* Serve as a subject matter expert, providing guidance and support to stakeholders on records management issues.
* Support cross-functional initiatives to ensure records management requirements are embedded into new products, services, and projects.
Requirements
* Minimum of five years’ experience in records management, information governance, or compliance within the financial services sector.
* Strong understanding of data protection and privacy regulations (e.g., GDPR) and their application to record lifecycle management.
* Proven experience developing and implementing records management frameworks and retention schedules.
* Familiarity with enterprise content management and records systems, such as SharePoint, Microsoft Purview, or similar platforms.
* Solid understanding of information governance, data security, and privacy principles.
* Strong analytical, organisational, and problem-solving skills, with the ability to manage multiple priorities.
* Excellent communication and interpersonal skills, capable of influencing and supporting colleagues at all levels.
* Ability to deliver training and promote best practices across diverse teams.
How to apply
For more information or to apply please contact Simon Morris on simonmorris@morganmckinley.com or LinkedIn DM.
Details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: General Business
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