Kate Potter
Senior Project Manager @Hargreaves Lansdown
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WORK HISTORY
Senior Project Manager @Hargreaves Lansdown
City Of Bristol, GB
EDUCATION
University of Birmingham
Bachelor of Science (BS), Geography and sports science
ABOUT KATE POTTER
A highly motivated Senior Project Manager with 16 years’ experience of delivering successful transformation in retail financial services and wealth management, spanning complex IT solution delivery and business/customer readiness. I combine excellent planning, communication and organisational skills with well-developed commercial awareness and a motivational management approach to harness the talents of project teams, business leaders and subject matter experts.Key delivery experience includes:Digital Customer Authentication - ensuring customer and business readiness for a step change to authentication solutions.Private Assets Fund Launch - delivery of a unique investment product to market, covering fund design, fund manager contract and commercial negotiation, regulatory approval, IT delivery and advisor training.Product launch - successful delivery of two new Current Account products onto the market place.Digital Enhancement and CRM Project - Improving Digital sales strategy by enabling relevant, timely marketing communications to customers based on CRM-defined prompts and segmentation.Mergers and Customer / Account Migration - delivery of several projects facilitating the Nationwide and Portman.Compliance Delivery - Project Manager on PSD2, FSCS and the 7 Day Account Switching Programme.Business Readiness & Transformation Programmes - Business Readiness Manager on several projects within a £440m SAP programme.
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