Project Manager | Wealth Management Systems

Project Manager | Wealth Management Systems

Full-Time On-site
Hireful Ltd

Looking for a remote-first Project Management role where you can shape transformation projects and gain equity in a fast-growing consultancy?

Join a rapidly expanding start-up delivering cutting-edge CRM and data / digital transformation programmes for leading firms in the Wealth Management and IFA sector.

As a Project Manager, you’ll lead client programmes, work directly with senior stakeholders, and influence how the business scales its delivery model. You’ll have the autonomy to drive change across complex, high-value technology projects - from CRM implementations to full-scale digital transformation.

Location: Remote, UK – flexible start/finish times. Delivery based, not time based.
Salary: £70–75K (flex) + Bonus + Health Plan + EMI Equity + 5% Pension + 25 Days Holiday

What you’ll bring

  • Proven experience delivering CRM, data migration or tech-enabled transformation projects within the Wealth Management, IFA or Financial Services landscape.
  • Background in consulting or wealth management change (Big 4, boutique, vendor, or in-house FS change programmes)
  • Expertise managing functional change and data migration workstreams
  • Strong stakeholder engagement and vendor management skills

Nice to have:

  • Exposure to platforms such as Iress Xplan, Curo, Plannr, or Intelliflo, etc.
  • Project management certification (e.g. PMP, Prince2, MSP).

What’s on offer

  • Fully remote working with flexible hours
  • Equity (EMI scheme) and bonus potential
  • A collaborative, forward-thinking team in a high-growth environment
  • The opportunity to influence delivery strategy and shape how modern wealth firms transform, using the latest software systems & AI enabled solutions.

A great opportunity for someone who wants to combine hands-on delivery with strategic impact, while working in one of the most exciting growth areas in financial services technology.

Hours

37.5

Contract type

Full time

Location

Remote, UK

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Project Manager | Wealth Management Systems employer: Hireful Ltd

At hireful, we pride ourselves on being an exceptional employer that fosters a dynamic and supportive work culture. Our Inside Sales Executive role offers not only uncapped commission but also the opportunity to thrive in a hybrid working environment in Crewe, where collaboration with the Field Sales team and third-party suppliers is key. We are committed to employee growth, providing ongoing training and development opportunities to help you excel in your sales career while nurturing long-lasting client relationships.

Hireful Ltd

Contact Details:

Hireful Ltd Recruitment Team