Senior Project Manager - Client Onboarding - FinTech

Job Title: Senior Project Manager - Client Onboarding - FinTech
Contract Type: Permanent
Location: Leeds, West Yorkshire
Salary: £45000 - £60000 per annum + 22 Days Holiday, Pension, Shares
Start Date: ASAP
Reference: BBL0033s_1559813301
Contact Name: Tanya Etheridge
Contact Email:
Job Published: June 06, 2019 10:28

Job Description

Our industry leading client is looking for SENIOR PROJECT MANAGER to join the team! My client is based in the south of the UK however has a nationwide reach. Due to ongoing investment and growth, they are now looking for someone to join the team! This will be a field based position with a requirement for you to come down to the S.E to the company HQ on occasions.

Overall Purpose of the Job:

Project Management is the cornerstone to successful onboarding of new firms. Co-ordinating a project which may involve many different strands (technology, data migration, platform, regulation and potentially acquisitions) requires a strong understanding of the people and processes all along the project lifecycle.

This role is focused on the larger, more complex projects which my client are increasingly running.

Key Activities & Responsibilities:

  • Lead the on-boarding of new firms, providing the primary relationship management / first point of contact for the duration of the project into "business as usual" post go-live.
  • Co-ordinate all activities relating to the implementation of our core solutions (the Enable practice management system; the institutional platform; Wealth Platform end-client portal and associated solutions);
  • Run project workshops / discovery sessions, regular project updates and other meetings;
  • Ensure that all requirements, timescales, milestones and deliverables are documented and communicated internally and to the client in a timely manner;
  • Communicate project process, issues, risks and opportunities across the various stakeholders, both client-side and internally within the group;
  • Ensure that the appropriate resources (business analysts, developers, data migration specialists, training resource, platform consultants) are briefed and organised to deliver their part in the overall project;
  • Report on progress across multiple projects to the companys senior management team;
  • Provide relationship management and ongoing support to on-boarded firms for a period of between 3-12 months post go-live.

Required Skills/Experience:

  • Sound knowledge of Financial Services, specifically the IFA and wrap/platform market;
  • 3-5 years' experience in project management
  • High level of verbal and written communication skills
  • Strong ability to work independently and part of a team
  • Excellent presentation and interpersonal skills
  • Effective organisational skills
  • Understanding of the project life-cycle and the disciplines associated with running multiple, complex projects
  • Proficiency in Microsoft Office
  • Experience of IT CRM systems and processes

To be considered for this position, APPLY NOW!