Michelle Weipers

Experience

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  Academy of Learning, George Franchise

  Apr 1990 - Aug 1993

  Franchisee

  Transformed an insolvent secretarial and computing training franchise into a saleable business in three years during difficult economic conditions and whilst commencing studying for an MBA through distance learning with Heriot-Watt's Edinburgh Business School. Appointed as the Franchise Regional Committee Leader for the Eastern Cape franchisees.

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  Maitland

  Apr 1996 - Jan 2022

  Decentralisation of ICT resulted in an opportunity within the newly formed Private Client Services business unit to head up the Business Solutions team, which also provides some services to Corporate Services and Manco and the remaining centralised group functions.I lead an enthusiastic and talented team located across three jurisdictions. Together, we provided technical solutions using our combined application management, business analysis, business intelligence, software development and solution architecture expertise. I kept Senior Management informed on technology trends and innovations and was responsible for ensuring that our Private Clients Services business unit fully benefited from its investment in systems, including assessing wealth management industry software opportunities and managing the core operational systems budget.The Maitland Private Client and Corporate Services business was acquired by Stonehage Fleming during 2021, and I was responsible for coordinating the discovery and delivery of business software application deliverables from an in-scope business perspective through to completion on 31 January 2022. Show less In 2014, technology teams within the business were transferred to central ICT. This role was created to manage the increasing competing demand across all business lines for central ICT resource, and required the formation of a new team, processes and delivery frameworks.I developed mechanisms for understanding, anticipating and influencing demand for technology and ICT services at a strategic, tactical and operational level. This entailed significant collaboration across business senior management and ICT managers to ensure appropriate prioritisation, including filtering out less valuable work requests. Show less Increasing innovation in technology and complexity in regulation resulted in a need for a team focussed on business systems. As product manager for Jobstream, I worked closely with the vendor and business segments to ensure the systems continued to support business efficiency and client service, as well as monitoring alignment between vendor roadmaps and business strategy. This resulted in close collaboration with the vendor in developing a payments module which we were able to acquire at a 75% discount due to my involvement.I also contributed to projects having a technical component, working closely with IT colleagues, such as the migration of time recording, billing and office accounting functions to a centralised practice management system.This role required me to manage a team through significant organisational change and during restructuring periods. Show less This role was created in response to significant technology and regulatory change within the fiduciary services industry. Successfully migrated our client service processes with a small team from the 4Series system to Jobstream, as well as digitised physical document filing processes using Laserfiche. Managed all aspects of change including process enhancements and training and adapted the systems to support our business model and user requirements. Physical filing space within the office was reduced by over 30% and client service improved through reliable reporting and documentation being available electronically.My career progressed over the 8 years in this role:• 1 Sep 2003 – 30 Jun 2004: Assistant Manager - Operations• 1 Jul 2004 – 30 Jun 2007: Manager – Operations• 1 Jul 2007 – 30 Jun 2011: Senior Manager – Operations Show less Developed long-standing relationships with clients and colleagues, whilst ensuring good governance of serviced entities, in my capacities of client service administrator, director and company secretary. My interest in process efficiency and problem-solving resulted in my developing a number of technical solutions for my team which were then adopted by the Isle of Man office. My career progressed during this period from administration through to managing others:• 19 Nov 1996 – 31 Oct 1999: Service Officer• 1 Nov 1999 – 9 May 2000: Senior Administrator• 10 May 2000 – 30 Jun 2002: Senior Administration Officer• 1 Jul 2002 - 31 Aug 2003: Assistant Manager – Client Services Show less

  • Senior Business Systems Strategy Manager

    Jul 2018 - Jan 2022

  • Senior Manager ICT Business Partners

    Jul 2016 - Jun 2018

  • Head of ICT Demand Management

    Sept 2014 - Jun 2016

  • Manager - Private Clients Admin Support (Systems)

    Jul 2011 - Sept 2014

  • Senior Manager - Operations

    Sept 2003 - Jun 2011

  • Assistant Manager - Client Services

    Nov 1996 - Aug 2003

  • Personal Assistant

    Apr 1996 - Oct 1996
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  The Chartered Governance Institute

  Feb 2019 - now

  Independent examiner for The Chartered Governance Institute in the practical application of business management topics including management principles, leadership, organisational behaviour, work design, technology, business strategy, innovation, change, and globalisation. Revised the 2nd edition of the Business Management in Practice IFA Level 5 study text as an independent author for The Chartered Governance Institute, updating the content with current business management research and incorporating advances in technology.

  • Examiner (Management)

    Jan 2017 - now

  • Book Author (Management)

    Feb 2019 - Dec 2019
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  Stonehage Fleming

  Feb 2022 - now

  Group Head of Business Analysis

  • Appointed as Executive Director to Stonehage Fleming Services (IOM) Limited in November 2023. • Establishing a Business Analysis centre of excellence for the group and managing a dispersed team of business analysts.• Contributing to the post-acquisition integration of the Maitland business with Stonehage Fleming.• Facilitating change management through drafting and delivering project communication plans and training materials.