Finance Transformation Programme Lead - Wealth Management

Page Executive; Greater London; On-site; Confidential; Full time

Job summary

A leading financial services company is seeking a Finance Transformation Programme Lead to drive a major finance transformation within the Wealth Management sector. This role involves managing the finance transformation programme, leading system migration, and collaborating with cross-functional teams. Ideal candidates will have strong finance transformation experience, project management skills, and a professional qualification in Accounting or Finance. Competitive daily rate offered for a temporary position in London.

Benefits

Competitive daily rate

Standard benefits package

Qualifications

• Proven experience managing finance transformation projects within Financial Services, preferably Wealth Management.
• Strong understanding of Wealth Management processes.
• Able to work collaboratively with cross-functional teams.

Responsibilities

• Lead finance transformation programme within Wealth Management sector.
• Develop and implement strategies to improve financial processes.
• Monitor project workstream progress and address challenges.

Skills

Finance transformation experience

Leadership skills

Project management

Analytical skills

Problem-solving skills

Education

Professional qualification in Accounting or Finance

Tools

Financial systems knowledge

Job description

• An opportunity to drive a major Finance Transformation
• Strong experience in finance transformation ideally within Wealth Management.

About Our Client

This role is with a well-established organisation within the Financial Services industry. As a large organisation, they are known for their expertise in the Wealth Management sector and their commitment to innovation in Accounting & Finance.

Job Description

Finance Transformation Programme Lead - Wealth Management responsibilities:

• Lead the finance transformation programme within the Wealth Management sector.
• Lead the finance system replatforming and migration between 2 entities following a major acquisition.
• Understanding of finance feeds and how the data flows through the system.
• Develop and implement strategies to improve financial processes and systems.
• Collaborate with cross-functional teams to ensure seamless integration of changes.
• Identify areas for improvement and recommend actionable solutions.
• Monitor project workstream progress and address any challenges effectively.
• Ensure compliance with industry regulations and company policies.
• Communicate programme updates to stakeholders and senior management.
• Support the delivery of a robust and efficient finance operating model.

The Successful Applicant

A successful Finance Transformation Programme Lead - Wealth Management should have:

• Proven experience in managing finance transformation projects within the Financial Services industry with a strong preference to Wealth Management.
• Strong understanding of Wealth Management processes and practices.
<>Excellent project/programme management and leadership skills.
• Understanding of finance feeds and how the data flows.
• Must have strong finance transformation experience ideally within Wealth Management.
• Ideal candidates will have come from a finance background before moving into transformation.
• Knowledge of financial systems and process improvement methodologies.
• Ability to work collaboratively with cross-functional teams and stakeholders.
• Strong problem-solving and analytical skills.
• A professional qualification in Accounting or Finance or equivalent.

What's on Offer

• Competitive daily rate of GBP 800 to GBP 1000 outside of IR35.
• Engaging role within the Wealth Management sector.
• Standard benefits package.
• Temporary position located in London.

This is an exciting opportunity for an experienced Finance Transformation Programme Lead to make a significant impact in London. If you meet the criteria, we encourage you to apply.