Senior Project Manager

Banking & Financial Services; London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A leading firm in Banking & Financial Services is seeking a Senior Project Manager for Wealth Platform Implementations. This role requires managing complex onboarding and change projects, ensuring alignment with client needs and service standards. Candidates should have extensive experience in wealth management and project delivery, with excellent stakeholder management skills, to thrive in a collaborative, dynamic environment.

Qualifications

• Extensive experience in wealth management and/or investment management industries.
• Proven track record delivering complex implementation projects, ideally within SaaS or BPO environments.
• Familiarity with UK regulatory frameworks.
• Strong communication skills and the ability to influence senior stakeholders.
• Collaborative, adaptable, and detail-oriented working style.
• Experience across multiple wealth platforms preferred.

Responsibilities

• Support pre-sales by mapping prospective clients’ business models and defining project approaches.
• Lead onboarding for new business to a comprehensive wealth platform, coordinating internal teams and ensuring alignment with standard services.
• Manage risks, issues, dependencies, and deliverables using robust project governance and documentation.
• Oversee testing, training, issue resolution, and client engagement during project execution.
• Act as a client advocate and work closely with SMEs to deliver exceptional service.
• Mentor junior team members and support knowledge sharing.

Skills

Wealth management

Project implementation

Communication

Stakeholder management

Collaboration

Attention to detail

Job description

• Senior Project Manager – Wealth Platform Implementations

  This role is ideal for an experienced project manager with a strong background in wealth platforms and implementation delivery. You’ll work cross-functionally and closely with internal teams and clients to manage end-to-end onboarding and change projects.

  Key Responsibilities:

  • Support pre-sales by mapping prospective clients’ business models and defining project approaches.

  • Lead onboarding for new business to a comprehensive wealth platform, coordinating internal teams and ensuring alignment with standard services.

  • Manage risks, issues, dependencies, and deliverables using robust project governance and documentation.

  • Oversee testing, training, issue resolution, and client engagement during project execution.

  • Act as a client advocate and work closely with SMEs to deliver exceptional service.

  • Mentor junior team members and support knowledge sharing.

  Requirements:

  • Extensive experience in wealth management and/or investment management industries.

  • Proven track record delivering complex implementation projects, ideally within SaaS or BPO environments.

  • Familiarity with UK regulatory frameworks and themes.

  • Strong communication skills and the ability to influence senior stakeholders.

  • Collaborative, adaptable, and detail-oriented working style.

  • Experience across multiple wealth platforms preferred.

  Desirable Attributes:

  • Self-motivated, proactive, and team-oriented.

  • Committed to continuous improvement and client satisfaction.

  • Able to thrive in a hybrid working environment with diverse stakeholders.