Project Manager | Wealth Management Systems

hireful; City Of London; À distance; GBP 70 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health Plan

Equity EMI

5% Pension

25 Days Holiday

Bonus Potential

Résumé du poste

hireful is seeking a remote-first Project Manager to shape transformation programmes in the Wealth Management sector. You will lead client programmes, work with senior stakeholders, and influence how delivery models scale across CRM implementations and data-driven transformations.

This role offers UK remote flexibility, a salary of £70-75K (flex) plus Bonus, Health Plan, EMI Equity, 5% Pension and 25 days holiday, with equity participation in a fast-growing consultancy.

Qualifications

• Proven experience delivering CRM, data migration or tech-enabled transformation projects within the Wealth Management, IFA or Financial Services landscape.
• Background in consulting or wealth management change (Big 4, boutique, vendor, or in-house FS change programmes).
• Expertise managing functional change and data migration workstreams.

Connaissances

CRM delivery

Data migration

Change management

Stakeholder management

Description du poste

Looking for a remote-first Project Management role where you can shape transformation projects and gain equity in a fast-growing consultancy?

Join a rapidly expanding start-up delivering cutting-edge CRM and data / digital transformation programmes for leading firms in the Wealth Management and IFA sector.

As a Project Manager, you’ll lead client programmes, work directly with senior stakeholders, and influence how the business scales its delivery model. You’ll have the autonomy to drive change across complex, high-value technology projects - from CRM implementations to full-scale digital transformation.

Location: Remote, UK - flexible start/finish times. Delivery based, not time based.

Salary: £70-75K (flex) + Bonus + Health Plan + EMI Equity + 5% Pension + 25 Days Holiday

What you’ll bring

• Proven experience delivering CRM, data migration or tech-enabled transformation projects within the Wealth Management, IFA or Financial Services landscape.
• Background in consulting or wealth management change (Big 4, boutique, vendor, or in-house FS change programmes)
• Expertise managing functional change and data migration workstreams
• Strong stakeholder engagement and vendor management skills

Nice to have

• Exposure to platforms such as Iress Xplan, Curo, Plannr, or Intelliflo, etc.
• Project management certification (e.g. PMP, Prince2, MSP).

What’s on offer

• Fully remote working with flexible hours
• Equity (EMI scheme) and bonus potential
• A collaborative, forward-thinking team in a high-growth environment
• The opportunity to influence delivery strategy and shape how modern wealth firms transform, using the latest software systems & AI enabled solutions.