Change Manager

Reed; Bromsgrove; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency is seeking a skilled Change Manager to support the integration of a new investment platform into a Wealth Management business. The role involves leading business readiness and managing communication with stakeholders, especially with the vendor. The ideal candidate has proven Wealth Management experience and platform integration background in financial services.

Qualifications

• Proven experience in Wealth Management is essential.
• Background delivering platform integration programmes within financial services.
• Strong vendor and partner coordination skills.

Responsibilities

• Lead business readiness and integration for the new investment platform.
• Work with stakeholders to ensure clear communication.
• Drive end-to-end delivery across teams.

Skills

Wealth Management experience

Platform/system integration background

Business readiness expertise

Stakeholder management

Vendor coordination experience

Job description

Change Manager – Wealth Management

£350–£450 per day (Outside IR35) | Initial 3-4 month contract | Birmingham

REED Technology are working with a client who require an experienced Change / Delivery Manager to support the integration of a new investment platform into a Wealth Management business. This is a key role within a live programme of work where the platform is being introduced into the UK market for the first time, working closely with the vendor (Pershing) and internal business teams.

Key Responsibilities

• Lead business readiness and change delivery for the integration of a new investment platform.
• Work closely with Pershing and internal stakeholders to ensure requirements, dependencies and outcomes are clearly understood and communicated.
• Drive end‑to‑end delivery across business, technology and operational teams.
• Ensure operating models, workflows, controls and training materials are aligned to the new platform capability.
• Identify and manage risks, issues and dependencies impacting delivery.

Skills & Experience Required

• Wealth Management experience is essential – ideally within discretionary or adviser‑led environments.
• Proven background delivering platform or system integration programmes within financial services.
• Experience of business readiness, cutover planning, process change and stakeholder management.
• Strong vendor and partner coordination experience – ideally with Pershing or Nexus.
• Ability to hit the ground running in a fast‑moving programme environment.

Desirable

• Experience of CRM and investment platform integration, ideally including Iress Xplan.

For your application to be considered, you must have full rights to work in the UK and applicants must have no outstanding County Court Judgments (CCJs).

If you have the skills and experience to carry out this role, and are immediately available, please apply using the link provided.