Senior Project Manager

hireful; City Of London; Remote; GBP 70,000 - 80,000; Full time

Benefits offered by this job

Equity (EMI)

Healthcare cash plan

Wellbeing support

Paid volunteering

Life assurance

Pension

Job summary

hireful is recruiting a Senior Project Manager to lead CRM and technology transformation projects for wealth management clients. The role combines delivery leadership with governance setup and client relationship management, primarily remote with some client-site work in the UK.

Salary £75,000 plus bonus potential (£70,000 - £80,000 basic). Flexible hours and occasional client-site delivery—great for experienced delivery professionals seeking strategic impact.

Qualifications

• Proven CRM/technology-enabled transformation in wealth management or financial services.
• External delivery background or consulting experience.
• Hands-on experience with data migration, vendors, budgets and resource estimates.
• Ability to manage multiple projects and produce steering decks for senior audiences.
• Desirable: experience with Xplan, Curo, Plannr, Intelliflo, D365 CRM and related certifications.

Responsibilities

• Lead CRM and technology transformation projects from discovery through go-live and post-implementation review.
• Set up governance: delivery frameworks, RAID logs, risk management and change control.
• Chair steering committees and build trusted relationships with client COOs, CTOs and board members.
• Coordinate data migration workstreams and work closely with software vendors in wealth management.
• Mentor consultants and identify opportunities to extend work with existing clients.

Skills

CRM delivery

Wealth mgmt

Stakeholder mgmt

Data migration

Vendor mgmt

Budgeting

Tools

Iress Xplan

Curo

Plannr

Intelliflo

D365 CRM

Job description

We're recruiting for a Senior Project Manager to join a specialist consultancy that helps wealth management firms deliver technology change & data transformation, from CRM systems and client portals to advice tools and portfolio platforms. Founded in 2020 by 2 industry experts and growing quickly, they now need a Senior Consultant (Project Management delivery) to lead complex client projects and help shape how the business delivers.

Location: UK, fully remote. London / SE focused as a preference, but this is not essential. Salary: £75,000 plus bonus potential (£70,000 - £80,000 basic) Working arrangement: fully remote with flexible hours & some client site delivery work, as required.

What you'll be doing

• Leading CRM and technology transformation projects for wealth management clients, from discovery through go-live and post-implementation review.
• Setting up governance that works: delivery frameworks, RAID logs, risk management and change control.
• Chairing steering committees and working groups, and building trusted relationships with client COOs, CTOs and board members.
• Running functional process design and data migration workstreams, coordinating closely with software vendors in the financial planning, IFA, wealth management space.
• Mentoring consultants and spotting new opportunities to extend work with existing clients.

What you need to bring

• Proven delivery of CRM or technology-enabled transformation in wealth management or financial services, from business case to go-live. (Financial planning / IFA industry focus, mainly)
• A consulting or client facing external delivery background or experience leading an internal change function.
• Hands-on experience managing functional change and data migration workstreams, plus vendors, budgets and resource estimates.
• Confidence running several projects and clients at once and producing steering decks that land with senior audiences.
• Desirable: experience with Iress Xplan, Curo, Plannr, Intelliflo, D365 CRM (or any other wealth management / financial planning CRM system used in the UK!) and a PMP, PRINCE2 or MSP certification.

Why you'll love this job

• Real influence over delivery strategy, shaping how modern wealth firms transform using the latest software platforms and AI-enabled solutions.
• Equity through an EMI scheme, so you share in the long-term success you help create.
• A collaborative, forward-thinking team that trusts you with autonomy, plus a healthcare cash plan, wellbeing support, paid volunteering, life assurance and pension.

This is a great opportunity to combine hands-on delivery with strategic impact in one of the most exciting growth areas in financial services technology.