This role is ideal for experienced project manager who feels accountability for delivering a SaaS product at scale, by empowering and leading a team to maximise our clients potential use of Dynamic Planner.
Effectively communicate team progress in all relevant forums developing stakeholder confidence through learning the Dynamic Planner product set, developing your understanding of the Financial Advice domain and making a great contribution within our delivery team
- Deliver Tactical and Strategic intent of client contracts
- Coordinate Client Implementation and professional service activities
- Accountable for client implementation project budget and governance
- Leading planning and implementation of both internal and external projects to achieve organisational targets
- Manages and leads complex / large scale initiatives that span one or multiple business functions
- Full project lifecycle ownership: with success including full implementation from initiation to deployment for one or several initiatives simultaneously
- Empower and lead cross functional teams to maximise their potential
- Client and Third-Party management (at Senior Management level) on applicable projects
- Work creatively and analytically in a problem-solving environment demonstrating teamwork, innovation and excellence
- Participate in establishing practices, templates, policies, tools and partnerships to expand and mature these capabilities for the organization
- Effectively communicate project status and progress in all relevant forums developing stakeholder confidence
- Client and Third-Party management (at Senior Management level) on applicable projects or workstreams in UK and Europe
- 5+ years of experience in cross functional SaaS Implementation and client delivery
- Experience in large scale (25+) locally and remotely dispersed indirect resource pools
- Ability to shape projects (both green-field and progressive projects).
- Self-starter
- Team Management
- Client and Stakeholder Management
- Leadership, creative thinking, decision-making, accountability, determination to succeed, team player
- Wealth Management domain knowledge would be advantageous but not essential for the right candidate.
Client Project Manager employer: Dynamic Planner
Dynamic Planner is an exceptional employer for those looking to kickstart their sales career in the vibrant financial services sector. With a strong focus on employee growth, we offer structured onboarding, coaching, and opportunities to progress into various roles within our B2B SaaS environment. Our collaborative work culture encourages initiative and curiosity, ensuring that every team member has the support and resources needed to thrive in their career journey.
