Katie Vye

Leading and scaling Financial Wellbeing as a strategic growth pillar, with enterprise accountability for strategy, revenue, profitability and market positioning across the workplace savings proposition. Overseeing the governance, commercial performance and operational delivery of NatWest Cushon's specialist financial education arm, Better with Money Ltd.

Scope: Ownership of financial wellbeing and financial education strategy, proposition development, industry engagement and partnerships. Embedding measurable customer outcomes across workplace savings and benefits. Leading the integration of Better with Money Ltd to enhance propositional value.

Key Experience & Accountabilities

• Defining and leading the financial wellbeing strategy, embedding financial confidence as a core component of the NatWest Cushon workplace savings proposition.
• Driving commercial growth and market positioning of financial wellbeing, contributing to revenue growth, AUM and client engagement.
• Support the long-term strategic vision and roadmap for financial wellbeing, ensuring scalability, differentiation and alignment with wider operational priorities.
• Providing oversight of Better with Money Ltd, including governance, commercial performance, operational delivery and sustainable growth.
• Building strategic partnerships with employers, industry bodies and financial services organisations to extend the reach and impact of financial wellbeing initiavities.
• Influencing senior stakeholders across NatWest, enterprise and industry to integrate financial wellbeing within workplace savings and broader financial services strategies.
• Supporting measurement frameworks and insight-led evaluations to assess customer engagement, behavioural change and financial confidence outcomes.
• Actively representing the business externally through industry thought leadership and trade publications, contributing to wider discussions on financial capability and inclusion.
• Set the strategic direction and commercial growth of the Better with Money brand, overseeing the development of financial wellbeing programmes and consultancy for organisations and Large Corporate employers.
• Provide leadership and oversight of programme delivery, managing consultants and collaborators to ensure high-quality outcomes for clients.

Led the development and growth of the financial education proposition, supporting workplace financial wellbeing strategies whilst generating new corporate client relationships and private wealth opportunities.

Scope: Ownership of the financial education proposition, including strategy, corporate client development, marketing initiatives and partnership engagement to drive business growth and private wealth referrals.

Key Experience & Accountabilities:

• Developed and led the financial education proposition for corporate clients, aligning workplace financial wellbeing with wealth management services.
• Built and converted a corporate business pipeline, securing new FTSE 100 and FTSE 250 client relationships and generating private wealth leads.
• Engaged C-suite and senior leadership teams to design and implement financial education programmes supporting increased employee financial engagement and outcomes.
• Shaped marketing and growth strategies to increase awareness of workplace financial wellbeing and drive new business opportunities.
• Monitored programme performance and client outcomes, using feedback and data to refine proposition development and delivery.
• Represented the business at industry events, partnerships and thought leadership, promoting the role of financial wellbeing within the workplace.

Led the design and delivery of workplace financial education programmes for Large Corporate and SME clients, developing financial wellbeing strategies while driving business development and revenue growth within the wider employee benefits proposition.

Key Experience & Accountabilities:

• Designed and delivered workplace financial education programmes aligned to employer wellbeing strategies and improved employee financial engagement.
• Generated new business opportunities and expanded existing client relationships, contributing to revenue growth across financial education and wider employee benefit services.
• Delivered financial education workshops, client seminars and industry presentations to improve financial understanding and pension engagement.
• Built strong stakeholder relationships and supported cross-selling initiatives across Jelf, Mercer and Marsh McLennan.

Managed corporate pension schemes for large employer clients, driving member engagement and contribution growth through workplace education and scheme implementation.