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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, rapid growth, and potential for line-management roles within 24 months.
- Why this job: Be part of a triple-digit growth journey while shaping your leadership future.
- Qualifications: Wealth/investment or banking background, platform savvy, and a strong data mindset required.
- Other info: This role was created due to promotion, highlighting our commitment to internal growth.
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 speak confidently about how your skills can contribute to our projects.
✨Tip Number 2
Network with professionals in the investment-tech space, especially those who have experience in project management. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed projects in the past. Highlight your ability to handle budgets, timelines, and team dynamics, as these are crucial for the Operations Project Manager role.
✨Tip Number 4
Showcase your data analysis skills by being ready to discuss how you've turned raw data into actionable insights in previous roles. This is particularly important for the MI reporting aspect of the job.
We think you need these skills to ace OPERATIONS PROJECT MANAGER | Wealth-platform projects MI insights
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of an Operations Project Manager in the wealth management sector. Highlight your experience in managing platform projects, scoping, and budget management in your application.
Tailor Your CV: Ensure your CV reflects relevant experience in wealth/investment or banking. Emphasise your project management toolkit and any data analysis skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment technology and your understanding of MI reporting. Use specific examples from your past experiences to demonstrate how you can drive projects and contribute to the company's growth.
Highlight Leadership Potential: Since the role offers a line-management path within 24 months, make sure to express your leadership aspirations. Discuss any previous leadership roles or experiences that illustrate your capability to lead teams effectively.
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, come equipped with examples of how you've used data to inform decisions in previous roles. This will show your ability to contribute to MI reporting effectively.
✨Understand the Wealth Management Landscape
Familiarise yourself with current trends and challenges in the wealth management and investment sectors. Being able to discuss these topics will demonstrate your industry knowledge and passion for the field.
✨Emphasise Team Collaboration
This position requires working closely with Ops and Client-Relations teams. Prepare to share examples of how you've successfully collaborated with cross-functional teams in the past, showcasing your interpersonal skills.
