Our Work
A selection of engagements across workforce transformation, AI, technology delivery and specialist talent. Each shows the client challenge, Charles Alan's role and the capability provided.
Financial Services: IT Transformation
Programme delivery: Embedded programme leadership at an asset manager
PMO leadership and AI adoption embedded inside a major asset manager's IT transformation programme. Consultants acting as business managers and delivery leads, not external advisors. Multi-year mandate, currently running.
Recent Engagements
Financial Services: Technology
Workforce transformation: AI target operating model
Target operating model design for the technology function of a major asset manager preparing for an AI-augmented workforce. Three-year horizon, jointly delivered with HR and IT, designed to give senior leadership a defensible workforce thesis.
Financial Services: Capital Markets
Programme delivery: Trading platform implementation, global bank
Programme management and business analysis for a complex trading system implementation within a global bank's money markets division, delivered across multiple geographies simultaneously. End-to-end accountability for the delivery team.
Technology: AI & Data
Executive search: AI leadership search programme
Search and placement of senior AI and data leaders inside enterprise technology functions, including the design of the role, the compensation benchmark, and the team they would inherit. Multi-mandate retainer.
Financial Services: Regulatory
Talent & Programme delivery: Regulatory reporting build-out
Programme management and specialist hiring for a global bank's regulatory reporting build, combining specialist talent with embedded delivery leadership. Demonstrated the model that became our delivery offering.