Job Description
• Senior Project Manager – Wealth Platform Implementations
This role is ideal for an experienced project manager with a strong background in wealth platforms and implementation delivery. You’ll work cross-functionally and closely with internal teams and clients to manage end-to-end onboarding and change projects.
Key Responsibilities:
• Support pre-sales by mapping prospective clients’ business models and defining project approaches.
• Lead onboarding for new business to a comprehensive wealth platform, coordinating internal teams and ensuring alignment with standard services.
• Manage risks, issues, dependencies, and deliverables using robust project governance and documentation.
• Oversee testing, training, issue resolution, and client engagement during project execution.
• Act as a client advocate and work closely with SMEs to deliver exceptional service.
• Mentor junior team members and support knowledge sharing.
Requirements:
• Extensive experience in wealth management and/or investment management industries.
• Proven track record delivering complex implementation projects, ideally within SaaS or BPO environments.
• Familiarity with UK regulatory frameworks and themes.
• Strong communication skills and the ability to influence senior stakeholders.
• Collaborative, adaptable, and detail-oriented working style.
• Experience across multiple wealth platforms .
Desirable Attributes:
• Self-motivated, proactive, and team-oriented.
• Committed to continuous improvement and client satisfaction.
• Able to thrive in a hybrid working environment with diverse stakeholders.
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