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- Tasks: Lead platform projects and MI reporting, turning data into impactful decisions.
- Company: Join a fast-growing, award-winning investment-tech company with a family feel.
- Benefits: Enjoy a supportive culture, career growth opportunities, and a chance to make a real impact.
- Why this job: Be part of a team set to scale and drive triple-digit growth in a dynamic industry.
- Qualifications: We seek candidates with a wealth/investment background, project management skills, and a data-driven mindset.
- Other info: This role offers a clear line-management path within 24 months.
The predicted salary is between 43200 - 72000 £ per year.
Fast-growing, award-winning investment-tech company (headcount ×3 in 5 yrs) just opened a promotion-created seat.
Own 60% platform projects—scoping, timelines, budgets—alongside Ops & Client-Relations. Drive 40% MI reporting, turning raw data into board-ready decisions.
Why join:
- Triple-digit growth, profitable, family feel.
- Team set to scale—line-management path inside 24 mths.
Need to shine: Wealth/investment or banking background, platform savvy, PM toolkit, data mindset.
Ready to shape projects and your leadership future? Hit Apply.
OPERATIONS PROJECT MANAGER 🚀 | Wealth-platform projects + MI insights employer: erg group
Contact Detail:
erg group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land OPERATIONS PROJECT MANAGER 🚀 | Wealth-platform projects + MI insights
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and investment technology. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the fintech space, especially those who have experience in operations project management. Attend industry events or join relevant online forums to build connections that could lead to referrals.
✨Tip Number 3
Brush up on your project management skills and tools. Being able to discuss specific methodologies you've used, such as Agile or Waterfall, can set you apart from other candidates.
✨Tip Number 4
Prepare to showcase your data analysis skills. Since the role involves turning raw data into actionable insights, be ready to discuss examples of how you've successfully used data to drive decisions in past projects.
We think you need these skills to ace OPERATIONS PROJECT MANAGER 🚀 | Wealth-platform projects + MI insights
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Operations Project Manager position. Understand the key responsibilities, such as managing platform projects and MI reporting, and tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasise your background in wealth management, investment, or banking. Provide specific examples of past projects where you managed timelines, budgets, or data analysis to demonstrate your suitability for the role.
Showcase Your Skills: Make sure to include your project management toolkit and any technical skills related to data analysis. Mention any tools or methodologies you are familiar with that could be beneficial for the role, such as Agile or data visualisation software.
Craft a Compelling Cover Letter: Write a personalised cover letter that connects your experience and skills to the company's needs. Express your enthusiasm for the role and the company’s growth, and explain how you can contribute to their success in the wealth-tech space.
How to prepare for a job interview at erg group
✨Showcase Your Project Management Skills
Be prepared to discuss your experience with project management tools and methodologies. Highlight specific projects you've managed, focusing on scoping, timelines, and budgets, as these are crucial for the role.
✨Demonstrate Your Data-Driven Mindset
Since the role involves turning raw data into actionable insights, be ready to share examples of how you've used data in previous roles. Discuss any MI reporting you've done and how it influenced decision-making.
✨Understand the Wealth Management Sector
Brush up on your knowledge of the wealth and investment sector. Be prepared to discuss current trends and challenges in the industry, as this will show your genuine interest and understanding of the field.
✨Emphasise Team Collaboration
This position requires working closely with Ops and Client-Relations teams. Share examples of how you've successfully collaborated with different departments in the past, showcasing your ability to drive projects forward through teamwork.
