About the role
We're recruiting for a Senior Project Manager to join a specialist consultancy that helps wealth management firms deliver technology change & data transformation, from CRM systems and client portals to advice tools and portfolio platforms. Founded in 2020 by 2 industry experts and growing quickly, they now need a Senior Consultant (Project Management delivery) to lead complex client projects and help shape how the business delivers.
Location: UK, fully remote. London / SE focused as a preference, but this is not essential. Salary: ~£75,000 plus bonus potential (£70,000 - £80,000 basic) Working arrangement: fully remote with flexible hours & some client site delivery work, as required.
What you'll be doing
- Leading CRM and technology transformation projects for wealth management clients, from discovery through go-live and post-implementation review.
- Setting up governance that works: delivery frameworks, RAID logs, risk management and change control.
- Chairing steering committees and working groups, and building trusted relationships with client COOs, CTOs and board members.
- Running functional process design and data migration workstreams, coordinating closely with software vendors in the financial planning, IFA, wealth management space.
- Mentoring consultants and spottin...
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