DAVID PURDIE
Ayr,South Ayrshire
Summary
Driven and Inspirational Financial Services leader of 22 years.
Strategic and successful senior manager with a track record of delivering highly effective work and role model behaviors. Skilled in navigating a complex web of project and product management, business development, sustainability, compliance, risk, process and governance in a global environment while identifying opportunities to maximise revenue and drive stakeholder engagement. Articulate with high energy and engaging personality.
Overview
20
20
years of professional experience
Work history
Senior Project Manager
API Software Ltd (Autorek)
Glasgow
2022.09 - Current
- Led the implementation of strategic relationships/projects for business growth.
- Devised strategies to overcome challenges during project life cycle stages.
- Collaborated with different department heads, ensuring alignment with overall company objectives whilst executing projects.
- Delivered successful project outcomes by directing team activities and facilitating communication.
- Strengthened client relationships by maintaining open and consistent communication lines throughout projects' duration.
- Improved team performance through regular training sessions and workshops.
- Fostered a harmonious work environment, boosting team morale during high-pressure situations.
- Conducted risk assessments to mitigate potential disruptions on projects' timeline or budget.
- Trained and mentored team members, leveraging previous experiences in boosting project success.
- Delivered projects on time and under budget through strict implementation and meticulous standards.
- Delivered exceptional service to clients, maintaining relationships for future business opportunities.
- Managed desires and expectations for key stakeholders across numerous high-value projects.
AVP - Senior Product & Project
HSBC
Canada - National
2020.11 - 2022.08
- Leadership, strategic direction and governance of International products and projects.
- Led design and implementation of key global initiatives and product enhancements/innovation.
- Defined, communicated and implemented vision, strategy and roadmap of new and existing projects through their life cycle while ensuring that all regulatory, financial crime and legal objectives were met.
- Spearheaded collaboration across multidisciplinary stakeholders in a global environment to drive projects and bring products to market while ensuring effective governance and alignment with group strategy.
- Defined and analysed metrics to measure continuous product and project performance, ensuring clients remain at the heart of the approach.
- Set goals, formalised policies and enforced operational standards to maximise performance while minimizing risk and keeping projects on-task, on budget and on schedule.
AVP - Business Development
HSBC - Global Trade Canada
Western Canada
2015.03 - 2020.11
- Employed strong sales management skills to deliver multiple complex KPI's, to grow business profitability in a sustainable manner.
- Prepared and delivered over 50 high value successful bid proposals over 5 years by driving a needs based approach, using all available products such as Cards, Payments, Receivable, Commodity, Export/Import finance and traditional lending while leveraging digital and technology solutions.
- Strong networker, building lasting and mutually beneficial relationships to drive success.
- Ensured dynamic alignment between commercial function of business, product partners and operational activities by driving the "deal team" approach.
International Director
HSBC - UK
Scotland
2013.03 - 2015.03
- Drove top performance with consistent and consultative sales approach. Needs based conversations at all times.
- Conducted in-depth client visits and periodic business reviews while updating accurate customer management systems.
- Anticipated clients' existing and future needs, implementing solutions to meet requirements..
- Identified at-risk clients, taking necessary action to maximise retention.
National Business Team Lead
HSBC - UK
Scotland
2009.01 - 2013.03
- Expertly led team of 20 to successfully achieve KPIs, such as sales management, KYC procedures and financial crime and compliance.
- Provided leadership and direction for employees, supervising activities to drive productivity and efficiency.
- Retained high-performing staff by developing rewards, bonus schemes and role modelling open and collaborative culture.
- Fostered positive employee relationships through communication, training and coaching.
National Sales Coach
HSBC - UK
Scotland
2007.01 - 2009.01
- Drove a culture of sales and service, ensuring that key KYC and compliance requirements remained an integral part of the process.
- Managed national sales and compliance programs, supervised various associates and evaluated performance against KPIs.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
- Trained and developed exceptional future leaders.
Education
Higher National Diploma - Sales & Marketing
Glasgow Metropolitan College
Glasgow1997
Skills
- Adaptability to ever changing priorities
- Influential Executive level communicator and networker
- First class relationship management skills
- Management of highly complex cross border projects including contract negotiation
- Experienced collaborator on the Global Stage
- Subject matter expert in Financial Services
- Ability to assess business wide vulnerabilities and drive process change
- Implementing new policy and solutions to drive cost reductions
- Critical thinker and Strong decision maker
- Complex sales and negotiations
- Brand-building digital and technological strategies
- Excellent analytical and problem solving
- Mentoring capability
- Empathetic understanding
- Diplomatic negotiation
Timeline
Senior Project Manager
API Software Ltd (Autorek)
2022.09 - Current
AVP - Senior Product & Project
HSBC
2020.11 - 2022.08
AVP - Business Development
HSBC - Global Trade Canada
2015.03 - 2020.11
International Director
HSBC - UK
2013.03 - 2015.03
National Business Team Lead
HSBC - UK
2009.01 - 2013.03
National Sales Coach
HSBC - UK
2007.01 - 2009.01
Higher National Diploma - Sales & Marketing
Glasgow Metropolitan College