Project Manager - Wealth Management Technology
We are seeking an experienced Project Manager to join our client's Wealth Management division. The ideal candidate will combine a strong financial background, particularly in wealth management, with robust technical skills and experience in large-scale data migrations.
Key Responsibilities
- Lead and manage complex technology projects within the wealth management sector, with a focus on large-scale data migrations
- Develop and maintain project plans, timelines, and budgets
- Coordinate cross-functional teams and manage stakeholder expectations
- Identify and mitigate project risks and issues
- Ensure project alignment with business objectives and regulatory requirements
- Provide regular status updates to senior management and key stakeholders
Qualifications
- Bachelor's degree in Finance, Computer Science, or related field; MBA preferred
- Proven experience (5+ years) in project management within the financial services industry, specifically in wealth management
- Strong technical background with hands-on experience in financial technology systems
- Demonstrated success in managing large-scale data migration projects
- PMP certification or equivalent
- In-depth understanding of wealth management products, services, and regulatory environment
Technical Skills
- Proficiency in project management methodologies and tools (e.g., Agile, Waterfall, MS Project, Jira)
- Strong understanding of database technologies and data migration processes
- Knowledge of wealth management platforms and financial reporting systems
- Familiarity with regulatory compliance requirements in finance (e.g., GDPR, MiFID II)
Soft Skills
- Exceptional leadership and team management abilities
- Strong analytical and problem-solving skills
- Excellent communication skills, both written and verbal
- Ability to explain complex technical concepts to non-technical stakeholders
- Adaptability and resilience in a fast-paced, changing environment
Experience
- Minimum 7 years of project management experience in financial services
- Proven track record of successfully delivering large-scale technology projects, particularly data migrations
- Experience working in or with wealth management firms
- History of managing projects with budgets exceeding $1 million and teams of 10+ members
Contract role paying up to £600 per hour