Senior Project Manager - Wealth & Asset Management | Post M&A Integration

TEKsystems; Greater London; On-site; GBP 85,000 - 100,000; Full time

Job summary

Our Wealth Management client in London is seeking a senior project manager to steer the CRM transformation programme, focusing on orchestration across multiple workstreams in a post-M&A context. The role emphasizes delivery leadership over hands-on coding, bridging programme teams and business stakeholders while overseeing data, customer journeys, and migration activities.

Ideal candidates bring strong programme management experience, CRM/D365 familiarity, stakeholder management skills, and a

Qualifications

• Strong programme or project management background.
• Good understanding of CRM platforms, particularly Microsoft Dynamics.
• Strong appreciation of data and customer journeys.
• Experienced stakeholder manager with the ability to navigate ambiguity.
• Able to challenge constructively and ask the right questions.
• Long-term commitment preferred, with an expected engagement of 2-3 years.

Responsibilities

• Act as the bridge between the programme team and business stakeholders.
• Work closely with newly acquired firm's programme stakeholders to gather requirements and translate them into business needs.
• Coordinate and orchestrate delivery activities across multiple workstreams.
• Support customer migration activities from the newly acquired firm into Our client.
• Oversee decommissioning of the acquired firm's platform and downstream impacts on data, processes and customer journeys.
• Ensure alignment across stakeholders in evolving programme conditions.

Skills

Project management

CRM

D365

Dynamics 365

Stakeholder management

asset management

wealth management

Job description

Description

Overview

Our Wealth Management Client is looking for a senior delivery-focused individual to support the CRM transformation programme, primarily involving Microsoft Dynamics.

Our client recently acquired another wealth management company, so the work will be related to M&A

Key Responsibilities

• Act as the bridge between the programme team and business stakeholders.


• Work closely with Newly acquired firm's programme stakeholders to gather requirements and translate them into Our Clients business needs.


• Coordinate and orchestrate delivery activities across multiple workstreams rather than performing hands-on implementation.


• Support customer migration activities from Newly acquired firm into Our clients where required.


• Oversee work associated with the decommissioning of the Newly acquired firms platform and the downstream impacts on data, processes and customer journeys.


• Ensure alignment across stakeholders operating in uncertain and evolving programme conditions.

Desired Profile

• Strong programme or project management background.


• Good understanding of CRM platforms, particularly Microsoft Dynamics.


• Strong appreciation of data and customer journeys.


• Experienced stakeholder manager with the ability to navigate ambiguity.


• Able to challenge constructively and ask the right questions.


• Long-term commitment preferred, with an expected engagement of 2-3 years.

Dont need hands on dynamics implementation experience, need an understanding of it and someone to 'steer' in right direction.

Seniority

• More focused on orchestration, coordination and delivery leadership than technical implementation.

Skills

• Project management


• CRM


• D365


• Dynamics 365


• Stakeholder management


• asset management


• wealth management

Job Title: Senior Project Manager - Wealth & Asset Management | Post M&A Integration

Location: London, UK

Job Type: Contract