Senior Project Manager-Propositions/ Wealth Management

Experis; London; On-site; GBP 100,000 - 125,000; Part time

Job summary

A leading consulting firm in London seeks a dynamic Senior Project Manager to drive the successful delivery of new client propositions in Wealth Management. The ideal candidate will have deep expertise in discretionary portfolio management and be adept in agile methodologies. This role demands strategic thinking and strong leadership skills to coordinate cross-functional teams for efficient execution. Significant experience in regulated financial services is essential.

Qualifications

• Proven experience in Wealth Management, particularly discretionary portfolio management.
• Experience in developing and launching commercial propositions within regulated financial services.
• Strong grasp of agile methodologies and stakeholder management across sectors.

Responsibilities

• Own and lead the end-to-end delivery of new discretionary portfolio management propositions.
• Shape and refine proposition strategies aligned with client needs and regulatory standards.
• Lead collaboration across investment operations, risk, compliance, marketing, legal, and technology teams.

Skills

Wealth Management

Discretionary Portfolio Management

Agile Methodologies

Stakeholder Management

Communication Skills

Job description

Location: London
Job Type: Contract
Industry: Business Transformation
Job reference: BBBH415357_1753461838
Posted: about 6 hours ago

About the Role

Our client is seeking a dynamic and commercially astute Senior Project Manager / Project Manager with proven experience in Proposition Creation and deep expertise in Wealth Management, specifically Discretionary Portfolio Management. The role involves driving the successful delivery of new client propositions from conception to market launch.

This is a high-impact role requiring strategic thinking, product development skills, and delivery leadership. You will coordinate cross-functional teams to bring these propositions to life efficiently.

Key Responsibilities

• Own and lead the end-to-end delivery of new discretionary portfolio management propositions, ensuring structured leadership and acceleration.
• Shape and refine proposition strategies aligned with client needs, regulatory standards, and commercial goals.
• Lead collaboration across investment operations, risk, compliance, marketing, legal, and technology teams for timely delivery.
• Manage scope, priorities, and dependencies within an agile delivery environment.
• Prepare all business functions for launch, including operational onboarding, client communications, and go-to-market plans.

What You'll Deliver

• Three fully launched discretionary portfolio management propositions ready for clients.
• A comprehensive delivery plan covering business readiness, operational enablement, and proposition design.
• Decision-making frameworks and governance structures for timely execution.

About You

• Proven experience in Wealth Management, particularly in discretionary portfolio management.
• Experience in developing and launching commercial propositions within regulated financial services.
• Strong grasp of agile methodologies and stakeholder management across business and technology sectors.
• Excellent communication and leadership skills, capable of uniting diverse teams towards common goals.

This role is primarily hands-on project management. If you have a program-level background, this position is suitable for you at this time.