[Hiring] Senior Project Manager @hireful agency

Role Description

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.

Qualifications

• 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.

Requirements

• Desirable: experience with Iress Xplan, Curo, Plannr, Intelliflo, D365 CRM (or any other wealth management / financial planning CRM system used in the UK!)
• PMP, PRINCE2 or MSP certification.

Benefits

• 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.
• 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.

Company Description

Apply today and we'll be in touch to talk it through in confidence.