Job Description
Project Manager - Wealth Management / High-Net-Worth
Location: London (with weekly travel to other client sites)
Contract: Inside IR35, via approved umbrella company
We are supporting a leading wealth management organisation in appointing an experienced High-Net-Worth (HNW) Project Manager on an inside IR35 contract basis, operating via an approved umbrella company.
This assignment sits at the front end of a strategically significant, group-wide HNW programme and will focus on shaping and mobilising the HNW proposition ahead of wider delivery.
The Assignment
The HNW Project Manager will work closely with senior stakeholders to define the group-wide HNW proposition and translate strategic intent into structured, deliverable initiatives.
The scope will span multiple elements of the HNW offering, including:
* Client experience and end-to-end journeys
* Client reporting
* Advice proposition and policy
* Investment proposition
* Client administration and servicing models
This role will establish the foundations for the broader programme and support effective mobilisation into subsequent delivery phases.
Key Responsibilities
* Support the definition and shaping of the HNW strategy and proposition at a group level
* Structure strategy into clear initiatives, workstreams, and mobilisation plans
* Apply strong change discipline to early-stage strategy definition and programme mobilisation
* Engage with senior stakeholders and governance forums, including board- and entity-level groups
* Translate strategic objectives into clear business requirements and delivery artefacts
* Identify and manage dependencies, risks, and assumptions across the emerging programme
* Provide structured reporting and recommendations to senior stakeholders
Required Experience
* Proven experience delivering strategy-led change assignments
* Significant experience in business change (non-technical), ideally within large-scale transformations
* Strong background in wealth management, asset management, or fund management
* Good understanding of High-Net-Worth client needs, behaviours, and service expectations
* Comfortable operating in ambiguous environments and shaping work from inception
* Strong stakeholder management and governance engagement skills
Desirable Experience
* Experience supporting enterprise-level proposition or operating model design
* Exposure to regulated financial services environments and senior governance forums
* Programme mobilisation or pre-delivery transformation experience