Company: TEKsystems
Location: London
Job Description:
Description
Overview
Our Wealth Management Client is looking for a senior delivery-focused individual to support the CRM transformation programme, primarily involving Microsoft Dynamics.
Our client recently acquired another wealth management company, so the work will be related to M&A
Key Responsibilities
- Act as the bridge between the programme team and business stakeholders.
- Work closely with Newly acquired firm’s programme stakeholders to gather requirements and translate them into Our Clients business needs.
- Coordinate and orchestrate delivery activities across multiple workstreams rather than performing hands-on implementation.
- Support customer migration activities from Newly acquired firm into Our clients where required.
- Oversee work associated with the decommissioning of the Newly acquired firms platform and the downstream impacts on data, processes and customer journeys.
- Ensure alignment across stakeholders operating in uncertain and evolving programme conditions.
Desired Profile
- Strong programme or project management background.
- Good understanding of CRM platforms, particularly Microsoft Dynamics.
- Strong appreciation of data and customer journeys.
- Experienced stakeholder manager with the ability to navigate ambiguity.
- Able to challenge constructively and ask the right questions.
- Long-term commitment preferred, with an expected engagement of 2-3 years.
Dont need hands on dynamics implementation experience, need an understanding of it and someone to ‘steer’ in right direction.
Seniority
- More focused on orchestration, coordination and delivery leadership than technical implementation.
Skills
- Project management
- CRM
- D365
- Dynamics 365
- Stakeholder management
- asset management
- wealth management
Job Title: Senior Project Manager – Wealth & Asset Management | Post M&A Integration
Location: London, UK
Job Type: Contract
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Posted: October 24th, 2026