Technical Project Manager

Wealthtime; Bath; Hybrid; GBP 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid working

34 days holiday

Private Medical

Pension scheme

Wellbeing day

Career progression

Job summary

Quanta Group is evolving its Transformation Team to deliver strategic IT projects, AI implementations, and a smooth MSP transition. The role requires seasoned project leadership with a strong technical grounding and excellent stakeholder management across finance, IT, and operations.

The position sits within Group IT and reports to the Transformation Team, offering a hybrid work model and exposure to high‑value, regulated financial services initiatives.

Qualifications

• Experience delivering complex multi‑workstream IT projects.
• Background in Wealth Management environment is beneficial.
• Experience with AI/automation delivery is desirable.
• Strong governance, risk management and change control.

Responsibilities

• Lead end-to-end delivery of IT projects with scope, timelines and budgets.
• Manage cross-functional teams, SMEs, vendors and stakeholders.
• Develop RAID logs, governance artefacts and reports.
• Drive change management and user adoption activities.
• Ensure compliance with governance and security standards.
• Support AI programme rollout and engagement with business units.

Skills

IT PM experience

Wealth management domain

Infrastructure projects

AI/automation rollout

MSP transitions

Stakeholder management

Governance & risk

Regulated environment

Effective communication

High-pressure delivery

Tools

Microsoft 365

Azure

Intune

Modern workplace tech

Job description

About Us

Quanta Group is a next-generation financial services Group, responsible for assets under advice of around £17bn and nearly 75,000 clients across platform, DFM and advice.

Quanta Group provides a full wealth management service through three core businesses - an investment platform, financial planning and advice business, and discretionary fund manager.

• Wealthtime – an award‑winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support.
• Copia Capital Management – a leading discretionary fund manager that works exclusively with advisers to provide a range of managed portfolio services.
• Craven Street Wealth – an award‑winning independent Chartered financial planning and wealth management firm with offices in London and across the south of England.

We’re helping the next generation of financial advisers to grow their business, today.

About The Role

The Transformation Team drives strategic, organisation‑wide change by coordinating technology, people, and processes to deliver well‑governed, outcome‑driven initiatives. It leads major cross‑functional programmes — from business integration to platform modernisation — ensuring strong governance, alignment to business goals, and measurable delivery outcomes. The team acts as the bridge between strategy and execution, ensuring programmes are delivered consistently, transparently, and with demonstrable business value.

Group IT is a newly forming department following the creation of the Quanta Group and changes to the way services are provided to subsidiary companies. Group IT will provide Corporate IT services across all group companies and manage the IT service provision from third‑party providers.

The IT Project Manager will support the delivery of technology projects across the organisation, with an immediate focus on AI implementation, infrastructure modernisation, and a managed service provider (MSP) transition programme. This role requires a seasoned project manager with a strong technical grounding, excellent stakeholder management skills, and a proven track record delivering complex IT change in fast‑moving environments.

This role is part of the Transformation Team, but has a dotted line report into Group IT.

Key Responsibilities

• Project Delivery
  • Lead end‑to‑end delivery of IT projects, ensuring scope, timelines, budgets, and quality standards are met.
  • Manage cross‑functional teams, technical SMEs, vendors, and business stakeholders.
  • Develop and maintain project plans, RAID logs, status reports, and governance artefacts.
  • Drive structured change management, communication, and user adoption activities.
  • Apply consistent project methodologies and maintain project artefacts.
• AI Programme Delivery
  • Support the rollout of AI solutions across the business, including automation, LLMs, workflow optimisation and data‑driven enhancements.
  • Work closely with IT and business teams to help define use cases, success metrics, and adoption strategies.
  • Ensure AI projects meet compliance, security, and governance requirements.
  • Help manage vendor relationships for AI platforms and integration partners.
• Infrastructure & Technical Projects
  • Deliver infrastructure‑focused projects such as network changes, endpoint modernisation, cloud migrations, and security enhancements.
  • Work with technical leads to translate requirements into actionable project plans.
  • Work with third parties to support delivery.
  • Ensure robust testing, deployment, and cutover planning for all technical changes.
• Managed Service Provider Transition
  • Support the transition from incumbent MSPs to a new provider.
  • Support knowledge transfer, service migration, onboarding, and operational readiness.
  • Ensure SLAs, service processes, and governance frameworks are fully embedded.
  • Provide a conduit between us and the third party.
• Governance & Stakeholder Management
  • Lead project steering committees and provide clear, concise reporting to senior leadership.
  • Identify, manage and, where appropriate, risk, issues, dependencies, and change control processes.
  • Ensure all projects adhere to regulatory, security, and compliance standards.

About You

Essential

• IT Project Management experience delivering complex, multi‑workstream projects.
• Experience managing projects in a Wealth Management organisation.
• Strong background in infrastructure projects (network, cloud, endpoint, security etc.)
• Demonstrable experience delivering AI or automation rollouts.
• Experience managing MSP transitions or major vendor onboarding programmes.
• Excellent communication skills and ability to translate technical jargon into clear business language.
• Strong understanding of IT governance, risk management, and change control.
• Ability to work in a regulated or high‑security environment (financial services experience beneficial)
• Strong organisational and stakeholder‑management skills, with the ability to work across multiple teams and business units
• Ability to work well under pressure in a fast‑paced environment and to tight deadlines.

Desirable

• PRINCE2, PMP, Agile PM, or similar certification.
• Experience with Microsoft 365, Azure, Intune, and modern workplace technologies.
• Understanding of AI governance, data privacy, and responsible AI frameworks.
• Experience in a multi‑entity or group environment.

Rewards & Benefits

Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.

Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.

Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.

Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.

Wellbeing at Heart: We understand the importance of your well‑being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it’s for your birthday, moving house, or simply pampering yourself.

Professional Growth: We’re committed to your professional development and will support and encourage your career advancement.

Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.

Financial Security: Prepare for your future with our Group contributory pension scheme.

Travel with Ease: We offer interest‑free season ticket loans to help with travel costs.

Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.

Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.

Recognition Matters: Our excellent in‑the‑moment recognition scheme ensures your hard work is acknowledged and celebrated.

Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long‑term health conditions.