Senior PM - Wealth Tech Transformation (Remote)

hireful; Greater London; Remote; GBP 68,000 - 83,000; Full time

Benefits offered by this job

EMI scheme

Healthcare cash plan

Wellbeing support

Paid volunteering

Life assurance

Pension

Job summary

hireful is seeking a Senior Project Manager to lead CRM and technology transformation projects for wealth management clients, from discovery to go-live and post-implementation review. You’ll chair steering committees and establish governance to ensure delivery success, building trusted relationships with COOs, CTOs and board members.

Fully remote with flexible hours and some client-site delivery when required, London/SE focus is preferred but not essential.

Qualifications

• Proven delivery of CRM transformation or technology-enabled change in wealth management or financial services.
• External delivery background or experience leading an internal change function.
• Hands-on data migration workstreams, plus vendors, budgets and resource estimates.

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 build trusted relationships with client COOs, CTOs and board members.
• Run functional process design and data migration workstreams, coordinating with software vendors.
• Mentor consultants and spot opportunities to extend work with existing clients.

Job description

hireful is seeking a Senior Project Manager to lead CRM and technology transformation projects for wealth management clients, from discovery to go-live and post-implementation review. You’ll chair steering committees and establish governance to ensure delivery success, building trusted relationships with COOs, CTOs and board members.

Fully remote with flexible hours and some client-site delivery when required, London/SE focus is preferred but not essential.