Hands‑On Project Manager: Wealth Migration Delivery

Albany Beck; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

Albany Beck is seeking two experienced Project Managers to support a major client migration programme within the Wealth Management division of a leading financial services organisation.

You will own and drive day‑to‑day delivery of migration plans, coordinating front office, operations and technology teams to meet milestones, with a strong emphasis on delivery discipline, stakeholder engagement and risk management.

Qualifications

• Proven experience as a Project Manager delivering complex, business‑focused change initiatives within Financial Services.
• Previous experience supporting client migration, business transition, onboarding or large‑scale implementation programmes.
• Strong hands‑on project delivery experience, with the ability to execute established plans and manage day‑to‑day activities independently.
• Demonstrable experience managing multiple workstreams, stakeholders, dependencies and deadlines simultaneously.
• Excellent stakeholder engagement and communication skills, including working with senior business stakeholders and cross‑functional teams.
• Strong understanding of project governance, RAID management, milestone tracking and delivery reporting.
• Experience working in fast‑paced, high‑volume delivery environments where execution, accuracy and deadlines are critical.
• Ability to manage migration readiness, go/no‑go decisions and operational handovers.
• Highly organised, proactive and detail‑oriented, with a strong focus on delivery and problem‑solving.
• Comfortable operating within an established programme structure without requiring significant direction or oversight.
• Previous experience within Wealth Management, Private Banking or Investment Management.
• Experience delivering Front Office or client‑facing migration programmes.
• Understanding of target operating models, operational readiness and business transition processes.
• Experience managing phased migrations involving multiple client groups or scheduled tranches.

Responsibilities

• Own and execute detailed client migration plans, ensuring all activities are delivered against agreed timelines, milestones and requirements.
• Manage day‑to‑day project delivery across multiple client migrations, coordinating high volumes of activity and competing priorities.
• Work closely with Front Office, Operations, Technology and wider business stakeholders to ensure migration readiness.
• Track and manage key dependencies, risks, issues and actions, proactively identifying and resolving potential delivery blockers.
• Ensure all migration prerequisites are completed, including commercial agreements, target operating model readiness, system access and operational requirements.
• Coordinate migration readiness assessments, including go/no‑go criteria and associated stakeholder approvals.
• Monitor project progress against established plans, maintaining accurate reporting and providing regular delivery updates.
• Drive stakeholder engagement across business functions, ensuring clear ownership and accountability for deliverables.
• Support the successful execution of scheduled migration tranches, including high‑volume client onboarding and transition activities.
• Ensure effective post‑migration handover, issue resolution and transition into business‑as‑usual operations.
• Maintain a high standard of delivery discipline, documentation and attention to detail throughout the migration lifecycle.

Skills

Project management

Stakeholder management

Change delivery

Financial services

Tools

PRINCE2

MS Project

Job description

Albany Beck is seeking two experienced Project Managers to support a major client migration programme within the Wealth Management division of a leading financial services organisation.

You will own and drive day‑to‑day delivery of migration plans, coordinating front office, operations and technology teams to meet milestones, with a strong emphasis on delivery discipline, stakeholder engagement and risk management.