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.