Project Manager | Wealth Management Systems

Description:

Looking for a remote-first Project Management role where you can shape transformation projects and gain equity in a fast-growing consultancy?

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.

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

What you’ll bring

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

Nice to have:

Exposure to platforms such as Iress Xplan, Curo, Plannr, or Intelliflo, etc.
Project management certification (e.g. PMP, Prince2, MSP).

What’s on offer

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.

Interested? Send your CV for a swift, confidential response