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- Tasks: Lead strategic projects in wealth management, shaping high-net-worth client experiences.
- Company: Join a leading wealth management organisation with a focus on innovation.
- Benefits: Competitive salary, travel opportunities, and professional development.
- Why this job: Make a real impact by defining and delivering high-net-worth strategies.
- Qualifications: Experience in business change and strong stakeholder management skills.
- Other info: Dynamic role with opportunities for growth in a fast-paced environment.
The predicted salary is between 48000 - 72000 £ per year.
We are supporting a leading wealth management organisation in appointing an experienced High-Net-Worth (HNW) Project Manager on an inside IR35 contract basis, operating via an approved umbrella company.
This assignment sits at the front end of a strategically significant, group-wide HNW programme and will focus on shaping and mobilising the HNW proposition ahead of wider delivery.
The HNW Project Manager will work closely with senior stakeholders to define the group-wide HNW proposition and translate strategic intent into structured, deliverable initiatives. The scope will span multiple elements of the HNW offering, including:
- Client experience and end-to-end journeys
- Client reporting
- Advice proposition and policy
- Investment proposition
- Client administration and servicing models
This role will establish the foundations for the broader programme and support effective mobilisation into subsequent delivery phases.
Key Responsibilities
- Support the definition and shaping of the HNW strategy and proposition at a group level
- Structure strategy into clear initiatives, workstreams, and mobilisation plans
- Apply strong change discipline to early-stage strategy definition and programme mobilisation
- Engage with senior stakeholders and governance forums, including board- and entity-level groups
- Translate strategic objectives into clear business requirements and delivery artefacts
- Identify and manage dependencies, risks, and assumptions across the emerging programme
- Provide structured reporting and recommendations to senior stakeholders
Required Experience
- Proven experience delivering strategy-led change assignments
- Significant experience in business change (non-technical), ideally within large-scale transformations
- Strong background in wealth management, asset management, or fund management
- Good understanding of High-Net-Worth client needs, behaviours, and service expectations
- Comfortable operating in ambiguous environments and shaping work from inception
- Strong stakeholder management and governance engagement skills
Desirable Experience
- Experience supporting enterprise-level proposition or operating model design
- Exposure to regulated financial services environments and senior governance forums
- Programme mobilisation or pre-delivery transformation experience
Project Manager in London employer: ea Change
Contact Detail:
ea Change Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Project Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Project Manager role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for those interviews by researching the company and its HNW proposition. Understand their client experience and be ready to discuss how you can contribute to shaping their strategy. Show them you mean business!
✨Tip Number 3
Practice your pitch! Be clear about your experience in delivering strategy-led change and how it aligns with their needs. Tailor your examples to highlight your stakeholder management skills and your ability to operate in ambiguous environments.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to showcase your skills and connect with potential employers. Plus, it shows you're serious about landing that Project Manager gig!
We think you need these skills to ace Project Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Project Manager role. Highlight your experience in wealth management and any relevant change assignments you've led. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've shaped strategies or engaged with senior stakeholders in the past.
Showcase Your Stakeholder Management Skills: Since this role involves engaging with senior stakeholders, make sure to highlight your experience in managing relationships and governance forums. We love seeing how you’ve navigated complex environments!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Don’t miss out on this opportunity!
How to prepare for a job interview at ea Change
✨Know Your HNW Landscape
Before the interview, dive deep into the world of High-Net-Worth clients. Understand their unique needs and expectations in wealth management. This knowledge will not only impress your interviewers but also help you articulate how you can shape and mobilise the HNW proposition effectively.
✨Showcase Your Change Management Skills
Be ready to discuss specific examples from your past experiences where you've successfully delivered strategy-led change. Highlight your ability to structure initiatives and manage risks, as these are crucial for the role. Use the STAR method (Situation, Task, Action, Result) to frame your responses.
✨Engage with Stakeholder Scenarios
Prepare for questions around stakeholder management. Think of scenarios where you've engaged with senior stakeholders or governance forums. Be ready to explain how you translated strategic objectives into actionable plans and how you navigated any challenges that arose.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the current challenges the organisation faces in shaping their HNW strategy or how they measure success in their initiatives. This shows your genuine interest and helps you gauge if the role aligns with your career goals.
