Senior Tech PM, Digital Wealth Delivery

InvestCloud Careers; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

InvestCloud Senior Technical Project Manager — Digital Wealth leads client implementations and platform delivery engagements from initiation to completion, coordinating across internal teams and with clients. The role requires strong communication, governance of scope, budgets, milestones, risks, and a relentless focus on client satisfaction.

This is a hands-on leadership position within our Professional Services team, with emphasis on wealth management platforms and digital advisory projects.

Qualifications

• Bachelor's degree or equivalent experience in the finance or technology industry.
• 5+ years of full lifecycle project management experience in a technology environment.
• 5+ years of experience using industry-standard project management tools, methodologies, and best practices.
• 2–3 years of experience leading complex project teams, workstreams, or delivery efforts.
• Strong knowledge of SDLC frameworks and delivery methodologies, including Agile, Scrum, Iterative, and Waterfall.
• Experience working in a fast-paced, evolving organization and adapting effectively to changing priorities.
• Ability to work under pressure and manage competing priorities appropriately.
• Experience with project management and collaboration tools such as Jira, Tempo, and Confluence.
• Strong analytical and problem-solving skills, with experience managing complex, multi-faceted projects.
• Highly motivated, quick learner who works independently and drives solutions in an innovative, fast-paced environment.
• Ability to quickly adopt new concepts, business models, products, and technologies.
• Financial services industry experience.
• Background in wealth management, digital advisory platforms, or related financial services domains strongly preferred.

Responsibilities

• Own end-to-end delivery of InvestCloud products and Digital Wealth solutions for clients.
• Lead all phases of project execution, ensuring delivery within scope, budget, and timeline.
• Build and maintain strong client relationships through clear communication, proactive risk management, and quality delivery.
• Manage resources and deliverables across a cross-functional, matrixed organization.
• Create and maintain accurate project status, budgets, schedules, forecasts, and scope updates.
• Develop and actively manage detailed project plans with tasks, milestones, dependencies, and due dates.
• Identify project risks early and develop actionable mitigation plans.
• Escalate and resolve issues in a timely manner while keeping stakeholders appropriately informed.
• Communicate effectively with both internal and external stakeholders at all levels, including executive audiences.
• Conduct executive-level status meetings and provide comprehensive weekly project updates.
• Coordinate across the organization to align teams, remove blockers, and drive timely execution.
• Use standard tools, templates, processes, and best practices to ensure consistency and delivery quality.
• Delegate and communicate project objectives clearly to internal teams while driving accountability for results.
• Manage all aspects of client communication for assigned projects.
• Build strong team relationships through enthusiasm, adaptability, patience, and a positive attitude.
• Prioritize value-add activities that support project objectives and keep engagements aligned to scope.
• Perform other duties as assigned.

Skills

Project management

Stakeholder management

Communication

Leadership

Problem solving

Adaptability

Financial acumen

Education

Bachelor's degree in finance or technology

PMP certification

Tools

Jira

Tempo

Confluence

Job description

InvestCloud Senior Technical Project Manager — Digital Wealth leads client implementations and platform delivery engagements from initiation to completion, coordinating across internal teams and with clients. The role requires strong communication, governance of scope, budgets, milestones, risks, and a relentless focus on client satisfaction.

This is a hands-on leadership position within our Professional Services team, with emphasis on wealth management platforms and digital advisory projects.