Principal Consultant - Delivery Lead (Financial Services)

Do you have experience in SAFe?, Essential Skills and Experience

• Strong understanding of Agile delivery practices, with the ability to support effective collaboration between business and technology teams across discovery, build and implementation phases.

• Excellent understanding of RAID management and cross-functional dependency management within complex, multi-workstream environments.

• Proven capability to design, implement and coach Agile delivery practices, including establishing delivery ways of working from a standing start.

• Strong grasp of the mechanisms and tools required for successful delivery (e.g. MS Project, Atlassian suite, Power BI or equivalent delivery and MI tooling).

• Excellent communication, facilitation and stakeholder management skills, with the confidence to operate across senior business, technology and operational audiences.

• A naturally collaborative delivery style, able to build alignment and consensus across challenging or diverse stakeholder groups.

• Strong commercial awareness, with experience operating in environments where business outcomes (ROI, capacity release, cost reduction) are as important as delivery milestones.

• Ability to translate technical concepts into clear, actionable language for non-technical stakeholders.

• A positive, pragmatic, can-do attitude, strong team ethos, and comfort working in an entrepreneurial, fast-moving environment.

• A proactive approach to delivery, maintaining high quality standards while embracing innovative approaches to solve complex problems.

• Experience delivering complex transformation programmes in regulated industries (e.g. financial services, pensions, insurance, asset management).

• Enthusiasm for, and strong understanding of, modern technology and data-led transformation, with the ability to apply that understanding to real client challenges.

Desirable Skills and Experience

Candidates may bring depth in one or more of the following areas:

• Experience leading data-led platform or analytics programmes, including cloud-based architectures and enterprise data models.

• Experience delivering AI, automation or workflow-led transformation, particularly within operational, underwriting, onboarding or case-management environments.

• Experience leveraging AI tools to automate business processes and enhance operational efficiency.

• Exposure to cloud-based data platforms (e.g. AWS, Azure, Snowflake, Databricks) and system integration approaches.

• Exposure to cyber security assessments, controls or improvement programmes within regulated environments.

• Professional certifications such as PMP, PRINCE2, or Agile qualifications (CSM, PSM, PSPO, SAFe).

• Highly competitive salary that rewards high performers.

• Shareholding in Transform Together.

• Training opportunities and incentives, improving yourself through experience and knowledge is one of Transform Togethers top priorities.

• Industry leading health and wellbeing plan.

• Life Assurance (4 x annual salary).

• 25 days annual leave plus bank holidays.

• Competitive pension scheme.

• Hybrid working - we believe in work life balance.

• An industry-leading referral scheme with no limits on the number of referrals.

• Flexible holiday buy/sell option.

• Mentoring scheme.

• A variety of social events.

As part of the Transform Together Consulting team, you will lead complex, data-driven transformation programmes for organisations operating in highly regulated environments such as pensions, insurance, and financial services. The role is well suited to a delivery lead who is comfortable working at the intersection of operations, data, and technology, and who can bring structure and momentum to programmes where execution certainty is critical. You will work closely with client stakeholders across operations, IT, and senior leadership, helping them move from fragmented, manual processes to more standardised, scalable, and analytics-led operating models. The role requires hands-on leadership of multidisciplinary teams, managing dependencies across, while maintaining a clear focus on outcomes such as speed, quality, and capacity. About Transform Together and What We Do Transform Together Consulting empowers individuals and organisations to reach their fullest potential through a modern-day approach to digital transformation. With a team of experienced professionals, the company focuses on delivering value and return on investment to its customers. By emphasising speed and efficiency, Transform Together Consulting has built a reputation for helping clients achieve better outcomes in their digital transformation projects, specialising in data and AI.