Project Manager - Transformation and Change

FNZ; City of Edinburgh; On-site; GBP 45,000 - 65,000; Full time

Job summary

A financial services firm in Edinburgh seeks a Project Manager to lead transformation initiatives. Key responsibilities include managing project scope, delivering transformation projects, and ensuring operational efficiency. The ideal candidate should have proven project management experience, a strong organizational skillset, and excellent communication abilities. A first-class degree or equivalent experience is required. This role is focused on improving efficiency and requires knowledge of the financial services industry. Competitive remuneration and benefits are provided.

Qualifications

• Proven project management experience delivering business change initiatives.
• Strong organisational and planning skills, with attention to detail.
• Ability to manage stakeholders across multiple functions.

Responsibilities

• Deliver assigned transformation projects or workstreams within a broader programme.
• Manage project scope, plans, milestones, risks, issues, and dependencies.
• Prepare clear and concise project reporting for programme leadership and senior stakeholders.

Skills

Project management experience delivering business change initiatives

Organisational and planning skills

Stakeholder management

Strong communication skills

Outcome-oriented approach

Education

First class honours degree, masters, MBA or equivalent experience

Tools

Prince2

PMP

Job description

Project Manager – Transformation and Change

As part of FNZ’s Transformation and Change Team you will be part of a small high calibre team delivering significant transformation to our company in terms of efficiency, ways of working, operating model redesign.

The Project Manager will support FNZ’s internal Business Transformation agenda by delivering workstreams or a programme of work within a specific transformation area (e.g. delivery (not client facing), operations, operational efficiency, governance, process redesign, operating model design, amongst others). The team is conscious of leveraging each individual’s unique skill set and experience and there are likely a number of roles to be filled at various levels of experience.

This is an internal-facing role, focused on improving FNZ’s efficiency, via deep understanding of business drivers, future direction, operating model design, and best in class ways of working. The role does not involve client delivery or implementation of the FNZ wealth management platform although engagement with clients may be required.

*UK only* As this role is caught by the Certification Regime, the role holder must adhere to the FCA’s Conduct Rules and the FCA’s Fitness and Propriety Requirements

Key Responsibilities

Project Delivery

• Deliver assigned transformation projects or workstreams within a broader programme
• Manage project scope, plans, milestones, risks, issues, and dependencies and governance
• Track delivery against agreed objectives, timelines, and success measures
• Ensure appropriate documentation, reporting, and controls are maintained

Transformation Initiative Support

• Contribute to initiatives focused on operational efficiency, business process improvement, or operating model change within the assigned area
• Support business process design activities
• Assist with implementation planning and transition into business-as-usual

Change & Stakeholder Engagement

• Work closely with business stakeholders cross functionally
• Facilitate workshops, working groups, and decision forums as required

Governance & Reporting

• Operate within established programme governance frameworks
• Prepare clear and concise project reporting for programme leadership and senior stakeholders
• Escalate risks and issues appropriately and support decision-making

Key Skills & Experience

Essential

• Proven project management experience delivering business change initiatives
• Strong organisational and planning skills, with attention to detail
• Ability to manage stakeholders across multiple functions
• Strong written and verbal communication skills
• Structured, outcome-oriented approach

Advantageous

• Background in financial services operations, technology, or business transformation
• Experience supporting operational efficiency, operating model improvement and or change, or internal change initiatives
• Exposure to regulated environments or risk and control frameworks
• Financial and business case development experience
• Project management qualification (Prince2, PMP, or equivalent)

Personal Attributes

• Adaptable and flexible and comfortable with change
• Collaborative and pragmatic
• Commercially aware
• Proactive, independent, self-directing and outcome focused working style
• Excellent organisational, administration and time management skills
• Good team communication skills, confident in dealing with internal and external clients; Highly developed written and oral communication skills

Required Industry Knowledge

• Financial Services experience preferably investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate in
• An understanding of the regulatory environment FNZ operates within
• Advantage having managed 3rd party suppliers
• Significant experience in leading the delivery of business-critical projects within Financial Services
• Experience of managing stakeholders to executive levels

Education

• First class honours degree, masters, MBA or equivalent experience

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with the world’s leading financial institutions, with over US$2.2 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.