Project Manager - Wealth Management

Project Manager - Wealth Management

Full-Time On-site
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We’re looking for a Project Manager who knows how a wealth management front office works and has experience putting AI to use in a real business setting. You’ll work closely with advisers, relationship managers and investment teams to understand what slows them down, then bring the right people together to make things better. Some projects will involve AI; others may be broader changes to how teams work. Either way, you’ll be responsible for getting them delivered and making sure they’re useful once they go live.

What you’ll do

  • Lead projects from the first conversation through to launch and adoption.
  • Spend time with front-office teams to understand their day-to-day work and what clients need.
  • Find practical ways AI could help, and work with technology, data and risk teams to deliver them.
  • Keep stakeholders aligned, make decisions visible and deal with issues before they hold up delivery.
  • Check whether changes are working and adjust them based on feedback.

What you’ll bring

  • Experience working with front-office teams in wealth management
  • Experience delivering an AI initiative that people have used in practice, not just exploring the technology.
  • A track record of managing projects involving both business and technology teams.
  • Good judgement, clear communication and the confidence to challenge ideas when needed.
  • An understanding of the care required when working with client data and AI in a regulated business.

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Project Manager - Wealth Management employer: Saragossa

Saragossa is an exceptional employer located in the vibrant city of London, offering a dynamic work culture that fosters innovation and collaboration. As a member of our team, you'll enjoy meaningful growth opportunities while working on cutting-edge ML-driven projects that directly impact our research platform. With a focus on real ownership and a clean-slate environment, we empower our employees to turn ideas into actionable strategies, making your contributions truly valuable.

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Contact Details:

Saragossa Recruitment Team