Project Manager – Wealth Management

We’re looking for a Project Manager who knows how a wealth management front office works and has experience putting AI to use in a real business setting. You’ll work closely with advisers, relationship managers and investment teams to understand what slows them down, then bring the right people together to make things better. Some projects will involve AI; others may be broader changes to how teams work. Either way, you’ll be responsible for getting them delivered and making sure they’re useful once they go live.

What you’ll do

• Lead projects from the first conversation through to launch and adoption.
• Spend time with front-office teams to understand their day-to-day work and what clients need.
• Find practical ways AI could help, and work with technology, data and risk teams to deliver them.
• Keep stakeholders aligned, make decisions visible and deal with issues before they hold up delivery.
• Check whether changes are working and adjust them based on feedback.

What you’ll bring

• Experience working with front-office teams in wealth management
• Experience delivering an AI initiative that people have used in practice, not just exploring the technology.
• A track record of managing projects involving both business and technology teams.
• Good judgement, clear communication and the confidence to challenge ideas when needed.
• An understanding of the care required when working with client data and AI in a regulated business.

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