We're recruiting for a Senior Project Manager to join a specialist consultancy that helps wealth management firms deliver technology change & data transformation, from CRM systems and client portals to advice tools and portfolio platforms. Founded in 2020 by 2 industry experts and growing quickly, they now need a Senior Consultant (Project Management delivery) to lead complex client projects and help shape how the business delivers.
Location: UK, fully remote. London / SE focused as a preference, but this is not essential. Salary: ~£75,000 plus bonus potential (£70,000 - £80,000 basic) Working arrangement: fully remote with flexible hours & some client site delivery work, as required.
What you'll be doing
- Leading CRM and technology transformation projects for wealth management clients, from discovery through go-live and post-implementation review.
- Setting up governance that works: delivery frameworks, RAID logs, risk management and change control.
- Chairing steering committees and working groups, and building trusted relationships with client COOs, CTOs and board members.
- Running functional process design and data migration workstreams, coordinating closely with software vendors in the financial planning, IFA, wealth management space.
- Mentoring consultants and spotting new opportunities to extend work with existing clients.
What you need to bring
- Proven delivery of CRM or technology-enabled transformation in wealth management or financial services, from business case to go-live. (Financial planning / IFA industry focus, mainly)
- A consulting or client facing external delivery background or experience leading an internal change function.
- Hands-on experience managing functional change and data migration workstreams, plus vendors, budgets and resource estimates.
- Confidence running several projects and clients at once and producing steering decks that land with senior audiences.
- Desirable: experience with Iress Xplan, Curo, Plannr, Intelliflo, D365 CRM (or any other wealth management / financial planning CRM system used in the UK!) and a PMP, PRINCE2 or MSP certification.
Why you'll love this job
- Real influence over delivery strategy, shaping how modern wealth firms transform using the latest software platforms and AI-enabled solutions.
- Equity through an EMI scheme, so you share in the long-term success you help create.
- A collaborative, forward-thinking team that trusts you with autonomy, plus a healthcare cash plan, wellbeing support, paid volunteering, life assurance and pension.
This is a great opportunity to combine hands-on delivery with strategic impact in one of the most exciting growth areas in financial services technology. Apply today and we'll be in touch to talk it through in confidence.
