Job description
Role Responsibilities, Key Objectives & Client Outcomes
Objective
Our client is seeking an experienced Change / Project Lead to deliver complex transformation initiatives across adviser and client processes, technology/IT, data, and AI within a highly regulated wealth management environment. The role will ensure projects are delivered on time, within budget, and in line with FCA and wider industry standards, while driving innovation, operational efficiency, and measurable business value through strong governance and stakeholder engagement.
Key Responsibilities
- Strategic Planning
- Lead the planning and delivery of project initiatives, ensuring alignment with organisational objectives and technology strategy.
- Project Governance
- Develop and maintain comprehensive project plans and communication materials. Clearly articulate project expectations to stakeholders, monitor performance using appropriate tools, and provide timely reporting and escalation where required.
- Delivery Leadership
- Demonstrate proven experience in project and change delivery, particularly within technology-enabled transformation programmes. Take a pragmatic, hands-on approach to overcoming challenges and ensuring outcomes are achieved.
- Resource Management
- Coordinate cross-functional teams within a matrix environment, ensuring effective resource allocation and availability throughout the project lifecycle.
- Change Management
- Implement structured change interventions to deliver project outcomes, applying best-practice change management techniques to support user adoption and minimise resistance.
- Stakeholder Collaboration
- Work closely with Distribution, Investment, Operations, and senior management teams to ensure initiatives align with business priorities and broader campaigns. Act as the primary interface for the change function when required.
- Third-Party Management
- Build and maintain strong relationships with external suppliers and vendors to support the seamless integration of third-party solutions.
- Risk & Control
- Identify and manage project risks, establishing robust governance frameworks that enable consistent and repeatable project delivery.
- Continuous Improvement
- Ensure projects are delivered on time, within scope, and on budget, while actively contributing to the ongoing improvement of project management standards and practices.
Candidate Profile
- Change & Project Expertise
- Strong knowledge of change management principles, methodologies, and tools, with experience delivering organisational change in regulated environments.
- Technical & Tools Proficiency
- Confident user of project management software and reporting tools. PMP and/or PRINCE2 certification is advantageous but not essential.
- Leadership & Influence
- Demonstrated ability to lead, influence, and engage stakeholders at all levels, including direct and indirect reports.
- Communication & Stakeholder Management
- Excellent communication, interpersonal, and negotiation skills, with the ability to provide clear, actionable insight to support effective decision-making.
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