Remote Senior Project Manager - Wealth Tech Transformation

Hireful Ltd; Greater London; Remote; GBP 70,000 - 80,000; Full time

Benefits offered by this job

Equity via EMI

Healthcare plan

Wellbeing support

Paid volunteering

Life assurance

Pension

Job summary

Hireful Ltd is seeking a Senior Project Manager to lead CRM and technology transformation projects for wealth management clients, guiding delivery from discovery to go-live and beyond.

You will set up governance, chair steering committees and manage data migrations, vendors, budgets and resources. The role includes mentoring and developing new business with existing clients, with remote UK work and some client-site delivery as required.

Qualifications

• Proven delivery of CRM or technology-enabled transformation in wealth management or financial services, from business case to go-live.
• Consulting or client-facing external delivery background or experience leading internal change functions.
• Hands-on experience managing change and data migration workstreams, plus vendors, budgets and resources.
• Ability to run multiple projects and clients simultaneously and produce steering decks for senior audiences.

Responsibilities

• Lead CRM and technology transformation projects from discovery through go-live and post-implementation review.
• Set up governance with delivery frameworks, RAID logs, risk management and change control.
• Chair steering committees and working groups, building strong relationships with client COOs, CTOs and boards.
• Coordinate with software vendors in the financial planning and wealth management space on data migration and process design.
• Mentor consultants and identify opportunities to extend work with existing clients.

Skills

CRM delivery

Client facing

Change management

Steering decks

Tools

Iress Xplan

Curo

Plannr

Intelliflo

D365 CRM

Job description

Hireful Ltd is seeking a Senior Project Manager to lead CRM and technology transformation projects for wealth management clients, guiding delivery from discovery to go-live and beyond.

You will set up governance, chair steering committees and manage data migrations, vendors, budgets and resources. The role includes mentoring and developing new business with existing clients, with remote UK work and some client-site delivery as required.