Finance Transformation Programme Lead - Wealth Management

Michael Page (UK); Greater London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A prominent recruitment agency is seeking an experienced Finance Transformation Programme Lead to drive transformation projects within Wealth Management. You will lead a major finance transformation programme, ensuring compliance and enhancing financial processes. Ideal candidates will have strong finance transformation experience along with a professional qualification in Accounting or Finance. This role offers competitive daily rates and an engaging work environment in London.

Benefits

Competitive daily rate

Standard benefits package

Qualifications

• Proven experience in managing finance transformation projects within Financial Services.
• Strong understanding of finance systems and data flows.
• Experience with process improvement methodologies.

Responsibilities

• Lead the finance transformation programme within Wealth Management.
• Collaborate with cross-functional teams.
• Monitor project workstream progress and stakeholder communication.

Skills

Finance transformation project management

Wealth Management processes

Project/programme management

Problem-solving skills

Collaborative teamwork

Education

Professional qualification in Accounting or Finance

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.