Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology.
Job Purpose
The purpose of this role is to drive user adoption, training delivery and change activities for Microsoft 365 (Office apps, Teams, SharePoint, OneDrive and Copilot) across the bank. Support the embedding of governance, security and compliance‑aware behaviours into everyday working practices.
Key Responsibilities
- Adoption, Engagement & Training:
- Develop and maintain adoption metrics and simple dashboards (usage, feature uptake, champion activity, training completion), providing regular progress updates to programme leads.
- Design and deliver role‑specific and persona‑based training including awareness sessions, hands‑on workshops, webinars and self‑paced learning modules.
- Maintain a comprehensive set of training materials and job aids tailored to business functions.
- Conduct readiness assessments, user segmentation and persona mapping, identifying priority use cases aligned to business outcomes (productivity, collaboration, Copilot readiness).
- Rollout and Campaign Management:
- Support a structured adoption campaign from pilot through phased rollout and into a 12‑month post‑launch adoption cycle.
- Coordinate refresher sessions, champion engagement activities, hypercare, and virtual/physical office hours.
- Build and sustain a champion/super‑user network to scale capability and reduce reliance on external partners.
- Operational Support & Governance
- Provide light‑touch support to tenant and user administration in collaboration with IT and managed service partners (e.g., user setup, licence validation, triaging adoption‑related incidents).
- Promote good governance, data security and compliance‑aware behaviours, escalating privacy or regulatory concerns when appropriate.
- Knowledge/Experience/
Skills
- Core
- Learning delivery & facilitation: Able to develop and deliver short, practical workshops, webinars and hands‑on sessions.
- Organisational change fundamentals: Understanding of phased rollouts, champion networks, communications planning and post‑launch adoption cycles.
- Digital literacy (Microsoft 365): Confident and proficient user of Office apps, Teams, OneDrive and SharePoint, with working knowledge of Copilot concepts and practical prompt‑based use cases.
- Stakeholder engagement: Strong interpersonal skills, active listening and the ability to work effectively across business units and with compliance/risk partners.
- Governance & security awareness: Familiarity with data residency requirements, sensitive data handling, and when to escalate compliance/privacy issues.
- Desirable
- Basic familiarity with Microsoft 365 tenant administration (licensing, monitoring, configuration concepts).
- Exposure to automation or low‑code solutions (Power Platform) to support more advanced adoption scenarios.
- Success Measures
- Training delivery metrics: Volume of sessions delivered, completion rates, and learner satisfaction scores.
- Adoption outcomes: Active user growth for key Microsoft 365 features, Copilot uptake within supported cohorts, and champion network engagement.
- Compliance alignment: Correct handling of escalations and evidence that business units adhere to data handling and governance guidance during pilots and rollout.
Qualifications
- Essential
- Bachelor’s or master’s degree in computer science, information systems or a related field, or equivalent work experience.
- Desirable:
- Microsoft 365 Training
- Microsoft Power
- Automate Training
- Life, Work and
Benefits
At Arbuthnot Latham, we seek proactive individuals who embrace high standards and bring the energy needed to drive success. In return, you can thrive in a dynamic environment that values your innovative ideas and provides the stability and support for your personal and professional growth.
Our human-scale ethos means that everyone is recognised as an individual, not just a number, creating a workplace where you truly belong and thrive.
As a service led, relationship driven bank, in-person collaboration and wellbeing are important to us and drives our inclusive culture. With this in mind we offer one day a week working from home.
Benefits
- Competitive holiday allowance with the ability to buy / sell / rollover up to five days per year
- Pension via market leading provider
- Private Healthcare cover4x Life Assurance
- Discretionary Bonus
- Access to a suite of flexible benefits including Cycle to Work Scheme, Gym Scheme, Health Assessment, Season Ticket / Travel loans and Dental insurance as well as other discounts / vouchers
- Data Privacy and Reasonable adjustments
- We take keeping your data security seriously.
- For more detail on how we may keep your data please refer to our Privacy Noticehttps://careers.arbuthnotlatham.co.uk/files/Recruitment
- Privacy
- Notice.pdf
- Reasonable adjustments: Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process.
- If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at recruitment@arbuthnot.co.uk. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require.
- In these circumstances we will first discuss with you how and to whom the information may be disclosed.
