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.
