Project manager

hireful; United States; Remote; USD 93,000 - 100,000; Full time

Benefits offered by this job

Health plan

EMI Equity

5% Pension

25 days holiday

Bonus

Job summary

hireful is seeking a Project Manager to lead client programmes across CRM implementations and data-driven digital transformations for wealth management and IFA clients. You will collaborate with senior stakeholders and help scale delivery models in a fast-growing startup.

Remote UK role with flexible start/finish times. Salary £70–75K (flex) + Bonus + Health Plan + EMI Equity + 5% Pension + 25 Days Holiday. Opportunity to shape delivery strategies using leading software platforms.

Qualifications

• Proven experience delivering CRM, data migration or tech-enabled transformation projects in wealth management, IFA or financial services.
• Background in consulting or wealth management change programmes (Big 4, boutique, vendor or in-house FS).
• Expertise managing functional change and data migration workstreams.
• Strong stakeholder engagement and vendor management skills.
• PM certification (PMP/Prince2/MSP) preferred; exposure to Iress Xplan, Curo, Plannr or Intelliflo is a plus.

Responsibilities

• Lead client programmes and work directly with senior stakeholders to influence how delivery scales.
• Drive change across complex, high-value technology projects from CRM to digital transformation.

Skills

CRM delivery

Data migration

Transformation projects

Stakeholder engagement

Vendor management

PM certification

Education

PMP/Prince2/MSP certification

Tools

Iress Xplan

Curo

Plannr

Intelliflo

Job description

Описание:

Join a rapidly expanding start-up delivering cutting-edge CRM and data / digital transformation programmes for leading firms in the Wealth Management and IFA sector. As a Project Manager, you’ll lead client programmes, work directly with senior stakeholders, and influence how the business scales its delivery model. You’ll have the autonomy to drive change across complex, high-value technology projects from CRM implementations to full-scale digital transformation.

Задачи:

• you’ll lead client programmes, work directly with senior stakeholders, and influence how the business scales its delivery model drive change across complex, high-value technology projects from CRM implementations to full-scale digital transformation

Требования:

• Proven experience delivering CRM, data migration or tech-enabled transformation projects within the Wealth Management, IFA or Financial Services landscape.
• Background in consulting or wealth management change (Big 4, boutique, vendor, or in-house FS change programmes)
• Expertise managing functional change and data migration workstreams
• Strong stakeholder engagement and vendor management skills
• Будет плюсом: Exposure to platforms such as Iress Xplan, Curo, Plannr, or Intelliflo, etc;
• Project management certification (e.g. PMP, Prince2, MSP)

Условия:

Location: Remote, UK – flexible start/finish times. Delivery based, not time based. Salary: £70–75K (flex) + Bonus + Health Plan + EMI Equity + 5% Pension + 25 Days Holiday.

Fully remote working with flexible hours Equity (EMI scheme) and bonus potential A collaborative, forward-thinking team in a high-growth environment The opportunity to influence delivery strategy and shape how modern wealth firms transform, using the latest software systems & AI enabled solutions. A great opportunity for someone who wants to combine hands-on delivery with strategic impact, while working in one of the most exciting growth areas in financial services technology.