Rachel Lloyd
Bath
Summary
Driven professional with knack for strategic thinking and innovation. Proficient in project management and stakeholder communication, coupled with strong analytical skills. Poised to drive product development and market success, delivering impactful business solutions.
Overview
14
14
years of professional experience
10
10
years of post-secondary education
1
1
Certification
Work history
Portfolio Product Manager
Zellis
Bristol
2024.10 - Current
- Develop and manage cross-functional programme plans across Product, Engineering, Customer Success and Implementation, ensuring clear ownership and critical path alignment
- Delivered sunset module roadmap, defining migration scope, timelines, customer cohorts and set key milestones to ensure seamless transition
- Assess legacy module impact (usage, integrations, data, commercial and support implications) and structure phased migration waves
- Managed programme risks and issues, ensuring timely escalation and resolution within matrix organisation to minimise project disruptions
- Produced governance reporting for senior leadership, ensuring visibility of milestones, risks, mitigations and key decisions to support informed decision-making
Senior Product Manager
ADP
Bristol
2022.10 - 2024.10
- Increased Core HR functionality by identifying product gaps and prioritising feature development in product roadmaps
- Achieved goals of reducing Core HR defect backlog by over 70% over a 12 month period
- Ability to make make key decisions based on market research, customer feedback, product metrics and company objectives
- Creating world class digital customer experiences for Human Capital Management enterprise product, ADP iHCM
- Hands on experience of working closely with cross-functional teams from development, user experience, business readiness & sales
- Fostered strong relationships with remote teams through agile development methodologies
- Showcased product features through sprint demos and created internal and external release notes
Product Owner
Novia Global Ltd
Bath
2017.01 - 2022.09
- Played a pivotal role in taking the business from a startup to a scaleup business within the financial services sector
- Created functionality for Internal Transfer process which reduced manual work by 80% and increased product engagement
- Responsible for the Novia Global secure website that fronted the movement of over £1bn AUM with the management of over 8,000 funds in 6 global currencies
- Scoped complex, regulatory requirements into well defined features for development teams in implement in accordance with HMRC and FCA guidelines
Client Services Team Leader
Novia Financial Plc
Bath
2014.06 - 2016.12
- Led Client Services Admin teams of between 10-16 individuals with varying skills and experience
- Responsible for maintaining excellent service delivery agreements, reducing errors and corrections
- Oversight and management of system upgrades by conducting BVT, UAT and regression testing, including creation of test scripts for QA
- People management including holiday & sickness leave and performance appraisals
Client Services Senior Administrator
Novia Investment Services Ltd
Bath and Edinburgh
2013.05 - 2014.05
- The role included the relocation to Edinburgh to facilitate the transition of the AEGON platform from Bath to Edinburgh, providing assistance and support to AEGON staff
- Organising and delegating BAU work to meet SLA agreements
- Worked closely with the Team Leader and Service Delivery Manager to provide day-to-day updates
- Subject Matter Expert (SME) on back-office processes, offering support to less experienced members of the team
Client Services Administrator
Novia Investment Services Ltd
Bath
2012.03 - 2013.04
- Joined shortly after the launch of the AEGON wrap platform, managed by Novia Investment Services Limited
- Duties included the back-office administration of SIPP, SIPP Drawdown, ISA, GIA and Offshore Bond product wrappers
Education
BA (Hons) - History
Bath Spa University
Bath 2007.09 - 2010.06
A-Levels -
St John the Baptist High School Church in Wales
Aberdare 2000.09 - 2007.06
Skills
- Jira and Microsoft Azure
- Project management with Confluence
- Miro and Pendo expertise
- Agile product management
- Analytical problem solving
- Stakeholder management
- Effective communication
Certification
- Certified SAFe 5 Practitioner Aug 2020
- IOC ISA Administration Feb 2014
- IOC Principles of Financial Regulation Jan 2014
- IOC Introduction to Securities & Investments Feb 2013
Volunteering
The Cinnamon Trust
Courses
- #ProductCon by Product School Feb 2023
- Institute of Customer Service Communications Dec 2013
- Institute of Customer Service Solutions Dec 2013
Timeline
Portfolio Product Manager
Zellis
2024.10 - Current
Senior Product Manager
ADP
2022.10 - 2024.10
Product Owner
Novia Global Ltd
2017.01 - 2022.09
Client Services Team Leader
Novia Financial Plc
2014.06 - 2016.12
Client Services Senior Administrator
Novia Investment Services Ltd
2013.05 - 2014.05
Client Services Administrator
Novia Investment Services Ltd
2012.03 - 2013.04
BA (Hons) - History
Bath Spa University
2007.09 - 2010.06
A-Levels -
St John the Baptist High School Church in Wales
2000.09 - 2007.06