At a Glance
- Tasks: Lead major transformation projects in Wealth Management, coordinating across teams for successful delivery.
- Company: Dynamic financial services firm focused on innovative wealth management solutions.
- Benefits: Flexible contract role with competitive pay and opportunities for professional growth.
- Other info: Collaborative environment with a focus on technology and operational excellence.
- Why this job: Make a real impact in the wealth management sector while enhancing your project management skills.
- Qualifications: 7+ years in project management within Wealth Management; proven track record of delivering complex initiatives.
The predicted salary is between 63000 - 77000 £ per year.
- Project Manager – Wealth Management Platforms & Operations
- MUST have experience in Wealth Management - please do not apply if you do not have this
- CONTRACT/FREELANCE - *** inside IR35 ***
We are seeking an experienced Project Manager (Platforms & Operations) to lead the delivery of a major business and technology transformation programme within a Wealth Management environment.
This role will be responsible for coordinating delivery across Wealth Proposition, Operations, Technology and Platform workstreams, ensuring successful execution from planning through to launch and post-go-live support.
- Must have proven Project Management experience delivering change programmes within Wealth Management.
- Minimum 7+ years' Project Management experience within Wealth Management, Private Banking, Asset & Wealth Management or Financial Services.
- Demonstrable experience managing complex business, operational and technology transformation initiatives.
- Strong experience delivering projects involving wealth platforms, core banking systems, CRM solutions, client servicing platforms and workflow technologies.
- Experience owning and managing integrated project plans across multiple workstreams.
- Strong understanding of how business and operational requirements translate into technology and platform solutions.
- Proven ability to bridge business, operations and technology teams, ensuring alignment of objectives, priorities and deliverables.
- Experience managing third-party suppliers, platform vendors and external stakeholders.
- Remit
- Lead end-to-end project delivery across Wealth Proposition, Operations and Technology workstreams.
- Develop and maintain integrated delivery plans, ensuring alignment across all project dependencies and milestones.
• Drive programme governance, including
- RAID management
- Dependency tracking
- Decision logs
- Risk and issue management
- Escalation management
• Coordinate delivery activities across
- Wealth Proposition
- Operations
- Technology & Platform teams
- Governance functions
- Third-party vendors
- Manage operational readiness activities to ensure successful implementation and adoption.
- Define and monitor business readiness checkpoints and acceptance criteria.
- Lead cutover planning, implementation activities and post-go-live support.
- Produce and present senior stakeholder reporting, including project status updates, RAID summaries, milestone tracking and executive-level communications.
- Ensure effective governance and decision-making processes are maintained throughout the project lifecycle.
- Proactively identify delivery risks and implement mitigation strategies to maintain programme timelines.
Desirable
- Experience working on platform migrations, operating model transformations or wealth platform implementations.
- Experience supporting product launches or new wealth propositions.
- Knowledge of client onboarding, servicing, investment operations, adviser workflows and wealth management operating models.
- Relevant project management qualifications (PRINCE2, PMP, Agile PM or equivalent).
- You will be a proven
Project Manager with a strong Wealth Management background , comfortable operating across business, operations and technology teams while driving successful delivery of complex change initiatives in a regulated financial services environment.
Project Manager (Wealth Management - contract/freelance)) in City of London employer: ITHR Group plc
Join a leading Wealth Management firm that prioritises employee growth and development, offering a dynamic work culture where innovation thrives. With a focus on operational excellence and client satisfaction, this role provides the opportunity to engage with senior stakeholders and contribute to transformative projects in a supportive environment. Enjoy competitive compensation and the flexibility of contract work while being part of a team dedicated to delivering exceptional financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Project Manager (Wealth Management - contract/freelance)) in City of London
✨Maximise your Online Presence
As a freelance management consultant, your personal brand is key! Revamp your LinkedIn profile by sharing insights on industry trends and case studies. Regularly post about your latest projects or findings to showcase your expertise; trust us, potential clients love seeing your knowledge in action!
✨Leverage Professional Networks
Get involved with consulting communities, both online and offline. Join platforms like Consulting.com or go to local meetups and conferences in your area. These are gold mines for networking and can lead to referrals, which are super important in our freelance world!
✨Showcase Your Work with a Portfolio
Create an online portfolio highlighting your previous projects, methodologies, and the impact of your consultancy work. This live demonstration of your skills can make all the difference when clients are deciding between you and someone else—make it easy for them to see why you’re the right fit!
✨Reach Out to Prospective Clients Directly
Don’t wait for clients to come to you! Proactively reach out to companies that interest you, suggesting how your consultancy could solve their specific challenges. Tailor your pitch to show you understand their business and pain points—it's all about showing value before even landing the gig!
We think you need these skills to ace Project Manager (Wealth Management - contract/freelance)) in City of London
Some tips for your application 🫡
Showcase Your Problem-Solving Skills:In a freelance management consulting role, you’ll need to demonstrate your problem-solving skills upfront. Make sure your CV includes examples of how you've tackled complex issues in past projects or roles. Highlight any specific methodologies you’ve used, like SWOT analysis or root cause analysis, to impress ITHR Group plc.
Craft a Compelling Project Portfolio:As a freelancer, your portfolio is your best asset. Include case studies of previous consulting projects that clearly outline the challenges faced, your approach, and the outcomes achieved. This will help potential clients, like ITHR Group plc, see your impact and how you can add value to their team.
Personalise Your Proposal:When applying to ITHR Group plc, tailor your proposal specifically to their needs. Reference their company goals or current challenges, and outline how your skills and experiences align with what they're looking for. This shows that you're not just sending out generic applications but are genuinely interested in working with them.
Highlight Your Availability and Rates:Being freelance means flexibility is key! Be upfront about your availability for projects and what your rates are based on your expertise. ITHR Group plc will appreciate a clear understanding of your working style and how we can collaborate effectively.
How to prepare for a job interview at ITHR Group plc
✨Show Off Your Analytical Superpowers
As a freelance management consultant, you'll be expected to tackle complex problems on the fly. Make sure you’re ready to flex those analytical muscles by preparing for case study questions. Tackle real-world scenarios similar to those you might face at ITHR Group plc, illustrating your thought process and giving structured responses.
✨Pitch Your Unique Value Proposition
In the freelance scene, it's all about making yourself stand out. Be ready to articulate what sets you apart from the competition. Consider how your previous projects align with what ITHR Group plc values and how your specific skills can contribute directly to their needs.
✨Familiarise Yourself with Key Tools
Consultants often rely on certain tools to analyse data and generate insights. Get comfortable with software like Excel for data analysis, and if possible, brush up on any specific tools mentioned in the job description that ITHR Group plc uses. This can give you an edge during technical discussions.
✨Demonstrate Client Management Experience
Freelancing is not just about numbers; it’s also about relationships. Be prepared to discuss your past experiences with clients, particularly how you manage their expectations and deliver results. These examples will highlight your capability to navigate client consultations effectively and reinforce your suitability for the role with ITHR Group plc.
