Senior Project Manager

About this role

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 ...