Wealth Project Manager

Wealth Project Manager

  • Location

    City of London, London

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £75000.00 - £85000.00 per annum

  • Contact:

    Josh Grimston

  • Contact email:

  • Salary high:


  • Salary low:


  • Job ref:


  • Published:

    mehr als 1 Jahr

  • Expiry date:



Manage all parts of an outsourcing project,

CRM Upgrade project,

Anti-money laundering project.

Roles & Responsibilities:

  • To work with key stakeholders.
  • To ensure projects are, and remain, aligned with the strategic roadmap, ensuring scope creep and the impact of changes is understood.
  • To liaise with the Change Team to ensure cross project dependencies are understood and managed, notifying the relevant parties of any impact to the schedule.
  • To work with other project managers to ensure business requirements are documented and appropriately understood.
  • At the direction of the Head of Business Change to liaise with key stakeholders and organise and chair meetings to gather requirements and explain/communicate key findings.
  • To liaise with technical teams to ensure business requirements are understood and communicated.

Main Duties / Tasks as a PM:

  • Provide regular reporting and materials to support internal Change governance procedures and controls.
  • To ensure key project decisions, changes, actions, meeting attendees, directions are recorded and addressed.
  • Working with key stakeholders to effectively 'kick-off' projects and monitor/report on early phase concept/feasibility activities.
  • To coordinate training as required for business operations teams and internal support functions.
  • To liaise with key stakeholders from business operations teams and internal and external support functions to ensure an effective handover to business as usual.
  • Reside on project working groups and input as needed attend other governance forums to provide updates on project progress as required.
  • Develop and deliver approaches for prioritising and monitoring key system changes as and when requested by the Head of Business Change.
  • Assume line management responsibilities when requested by the Head of Business Change.
  • Liaise and manage suppliers as directed by the needs of the project.