Project Manager | Wealth Management Systems

hireful; Greater London; Remote; GBP 70,000 - 75,000; Full time

Benefits offered by this job

Bonus

Health Plan

EMI Equity

Pension

25 days holiday

Job summary

hireful is seeking a remote-first Project Manager to shape transformation programmes for Wealth Management and IFA clients. You’ll lead client programmes, work directly with senior stakeholders, and influence how the delivery model scales.

You’ll drive change across complex, high-value technology projects—from CRM implementations to full digital transformation—with flexible UK remote working and EMI equity.

Qualifications

• Proven experience delivering CRM, data migration or tech-enabled transformation projects within Wealth Management, IFA or Financial Services.

Responsibilities

• Lead client programmes and work with senior stakeholders.
• Influence how the delivery model scales for growth.
• Drive transformation across high-value technology projects.

Skills

CRM delivery

Stakeholder engagement

Vendor management

Change management

Data migration

Education

PM Certification

Job description

Job AdvertLooking 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.
• A great opportunity for someone who wants to combine hands-on delivery with strategic impact, while working in one of the most exciting growth areas in financial services technology.

Closing Date: 2026-11-23T23:59:00.000Z

Department: Technology

Job Type: Full time

Contract Type: Full time

Hours: 37.5