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A recruitment platform is seeking a Senior Project Manager to oversee wealth platform implementations in London. The ideal candidate will have extensive experience in wealth management and project delivery within SaaS environments. Responsibilities include leading onboarding, managing risks and client interactions, and mentoring junior team members. This role requires strong communication skills and the ability to work in a dynamic, hybrid environment.
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 .
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.