Looking for a
remote-first Project Management role
where you can
shape transformation projects
and gain
equity in a fast-growing consultancy ?
Join a
rapidly expanding start-up
delivering cutting-edge
CRM and data / digital transformation programmes
for leading firms in the
Wealth Management and IFA
sector.
As a
Project Manager , you’ll lead client programmes, work directly with senior stakeholders, and influence how the business scales its delivery model. You’ll have the autonomy to drive change across complex, high-value technology projects – from CRM implementations to full-scale digital transformation.
Location:
Remote, UK – flexible start/finish times. Delivery based, not time based.
Salary:
£70–75K (flex) + Bonus + Health Plan + EMI Equity + 5% Pension + 25 Days Holiday
What you’ll bringProven experience delivering
CRM, data migration or tech-enabled transformation projects within the Wealth Management, IFA or Financial Services landscape.Background in
consulting or wealth management change
(Big 4, boutique, vendor, or in-house FS change programmes)Expertise managing
functional change
and
data migration workstreamsStrong
stakeholder engagement
and
vendor management
skills
Nice to have:Exposure to platforms such as Iress Xplan, Curo, Plannr, or Intelliflo, etc.Project management certification (e.g. PMP, Prince2, MSP).
What’s on offerFully remote working
with flexible hoursEquity (EMI scheme)
and bonus potentialA
collaborative, forward-thinking team
in a high-growth environmentThe opportunity to
influence delivery strategy
and shape how modern wealth firms transform, using the latest software systems & AI enabled solutions.
A great opportunity for someone who wants to combine
hands-on delivery
with
strategic impact , while working in one of the most exciting growth areas in financial services technology.
Interested?
Send your CV for a swift, confidential response.
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