At a Glance
- Tasks: Lead transformative projects for wealth management firms using cutting-edge technology.
- Company: Fast-growing consultancy founded by industry experts, focused on tech change.
- Benefits: Competitive salary, equity scheme, flexible remote work, and wellness support.
- Other info: Join a collaborative team with opportunities for strategic impact and career growth.
- Why this job: Shape the future of wealth management with innovative software and AI solutions.
- Qualifications: Experience in CRM transformation and managing client-facing projects in financial services.
The predicted salary is between 70000 - 80000 £ per year.
We're recruiting for a Senior Project Manager to join a specialist consultancy that helps wealth management firms deliver technology change and data transformation, from CRM systems and client portals to advice tools and portfolio platforms. Founded in 2020 by 2 industry experts and growing quickly, they now need a Senior Consultant (Project Management delivery) to lead complex client projects and help shape how the business delivers.
Location: UK, fully remote. London / SE focused as a preference, but this is not essential.
Salary: ~£75,000 plus bonus potential (£70,000 - £80,000 basic)
Working arrangement: fully remote with flexible hours and some client site delivery work, as required.
What you'll be doing:
- Leading CRM and technology transformation projects for wealth management clients, from discovery through go-live and post-implementation review.
- Setting up governance that works: delivery frameworks, RAID logs, risk management and change control.
- Chairing steering committees and working groups, and building trusted relationships with client COOs, CTOs and board members.
- Running functional process design and data migration workstreams, coordinating closely with software vendors in the financial planning, IFA, wealth management space.
- Mentoring consultants and spotting new opportunities to extend work with existing clients.
What you need to bring:
- Proven delivery of CRM or technology-enabled transformation in wealth management or financial services, from business case to go-live. (Financial planning / IFA industry focus, mainly)
- A consulting or client facing external delivery background or experience leading an internal change function.
- Hands-on experience managing functional change and data migration workstreams, plus vendors, budgets and resource estimates.
- Confidence running several projects and clients at once and producing steering decks that land with senior audiences.
- Desirable: experience with Iress Xplan, Curo, Plannr, Intelliflo, D365 CRM (or any other wealth management / financial planning CRM system used in the UK!) and a PMP, PRINCE2 or MSP certification.
Why you'll love this job:
- Real influence over delivery strategy, shaping how modern wealth firms transform using the latest software platforms and AI-enabled solutions.
- Equity through an EMI scheme, so you share in the long-term success you help create.
- A collaborative, forward-thinking team that trusts you with autonomy, plus a healthcare cash plan, wellbeing support, paid volunteering, life assurance and pension.
This is a great opportunity to combine hands-on delivery with strategic impact in one of the most exciting growth areas in financial services technology. Apply today and we'll be in touch to talk it through in confidence.
Senior Project Manager employer: Hireful Careers
Join a dynamic team that prioritises work-life balance and fosters a supportive work culture, making it an excellent employer for Field Service Engineers in the Sheffield area. With competitive salaries, a company car, and comprehensive employee benefits, you'll have the opportunity to grow your skills while delivering exceptional customer service. Our commitment to employee development and a collaborative environment ensures that you can thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Project Manager
✨Tip Number 1: Get Involved in Consulting Case Competitions
Look for case competitions hosted by universities and consulting firms. They’re a fab way to showcase your problem-solving skills and meet industry players. Plus, winning one can seriously boost your CV, which we know is key when applying for roles like Senior Project Manager at Hireful Careers!
✨Tip Number 2: Leverage Alumni Networks
Tap into your university’s alumni network; many consultants love to help out new talent. Reach out to alumni who are working in management consulting, they might have insider knowledge about openings at firms like Hireful Careers or be willing to refer you for that Senior Project Manager position!
✨Tip Number 3: Attend Industry Events and Conferences
Keep an eye on management consulting events, workshops, or panels. These are prime opportunities to network with top professionals and get your name out there. You might even bump into someone from Hireful Careers who’s on the lookout for their next Senior Project Manager star!
✨Tip Number 4: Polish Your Consulting Skills Online
Engage with online platforms that offer consulting simulations or courses. Prove your chops by completing relevant projects — this not only beefs up your experience but also gives you concrete examples to chat about during interviews for that full-time Senior Project Manager role at Hireful Careers!
We think you need these skills to ace Senior Project Manager
Some tips for your application 🫡
Show Your Problem-Solving Skills:In management consulting, it's all about problem-solving—so make sure your CV highlights your analytical and critical thinking skills. Include examples from your studies or previous roles where you tackled complex issues or came up with innovative solutions. Quantify your achievements whenever possible to demonstrate your impact!
Tailor Your Cover Letter:Your cover letter is your chance to explain why you're a perfect fit for the consulting world. Focus on your motivation for joining the industry and how your skills align with the requirements of the role at Hireful Careers. Remember to mention any relevant coursework or projects that showcase your understanding of strategic frameworks or business models!
Highlight Team Experience:Consultants often work in teams, so it's vital to showcase your collaborative skills. Include experiences where you've worked effectively with others, whether in academic group projects or internships. Discuss your role in the team and how you helped achieve common goals, demonstrating you can thrive in a consultancy environment.
Professionalise Your Online Presence:Make sure your LinkedIn and any other professional profiles are up to date, reflecting your career aspirations in management consulting. Connect with industry professionals and follow relevant groups—show you’re serious about entering this field. Applying through our website is a great way to get noticed, so showcase your personality and enthusiasm there!
How to prepare for a job interview at Hireful Careers
✨Master the Case Study Game
In management consulting, case study interviews are all the rage. Make sure to practice structuring your thoughts and analysing data on the fly. Use resources like example case studies to get comfortable with frameworks and solutions. Remember, it’s not just about getting the right answer but showcasing your thought process, so talk us through your reasoning!
✨Know Your Numbers
Be prepared for some numerical and analytical questions. Brush up on your mental math and be ready to interpret data from charts or graphs. We might throw some business scenarios at you that require a quick turnaround on numerical analysis, so practice these skills to feel confident and swift!
✨Show Your Leadership Flair
As this is a full-time role, we want to see your potential as a seasoned consultant. Be ready to discuss experiences where you've led a project or a team. Think about times you've influenced decisions or navigated challenges—this is your chance to show how you can thrive in a fast-paced, collaborative environment.
✨Be a Cultural Fit
We’re not just looking for brains; we want to see if you vibe with our company culture at Hireful Careers. Prepare to share how your values align with ours. Have a think about what makes a great team environment for you and how you can contribute to that. A good cultural fit goes a long way in management consulting!
