Project Manager (Wealth Management)

Huxley Associates
12 Aug 2017
09 Sep 2017
Contract Type
Full Time
Role Purpose
SRP Smart Cash Management Workstream lead across multiple CIO teams to deliver complex cash management solution.

Key Accountabilities

Project Management

Manage full end to end delivery plan across multiple CIO teams and external suppliers
Manage RAID log
Communicate to Senior Stakeholders across multiple businesses and functional areas
Lead a team of business analysts
Liaise with senior stakeholders to agree delivery plans and manage dependencies across multiple SRO programmes
Business Delivery

Manage any deliverables into the impacted business areas relating to changes of process impacting their businessFunctional Specification, written skills

Excellent written and verbal communication and presentation skills in English, with the ability to communicate effectively across all levels;
Effective modelling of data & process flow & specification of data interface this includes production of detailed process flow maps.
Technical Analysis

Provide a technical analysis of solutions and document solutions in technical functional/solution specification document;
Query data in other data sources on different technology platforms as and when required to analyse new requirements or provide support.

Person Specification


Experience of working within an Agile project environment
Strong Project Management Skills
Strong Leadership skills
Experience in financial services, investment/wealth management experience
Broad knowledge of Wealth Management products and services
A background in working on change projects affecting Technology and Operations in large financial institutions
Strong Solution Design skills/experience
Experience within regulatory projects
Stakeholder management


Knowledge of multiple businesses, financial products, operational processes and technology platforms
Some experience of books and records and/or trade flows would be preferable however other parts of the customer journey are also relevant

Experience & Knowledge

Requirements gathering experience
Experience of technical analysis in a financial services/wealth business
Experience writing Functional Specifications and User Stories
Experience of writing SIT tests and performing SIT testing
Experience supporting UAT testing
Experience data analysis and problem solving
Experience in 3
rd party/vendor engagement

Interpersonal Skills

Strong communication skills An excellent command of English language with strong written and verbal/presentation communications
Strong problem solving and analytical skills
Works autonomously and can effectively manage and drive own workload with minimum management oversight
Demonstrates initiative and able to selflearn
Dedicated and reliable
Positive Team Player
A highlymotivated individual who is enthusiastic and eager to learn
An organised person who pays attention to detail
Capable of dealing with diversity
The successful candidate will preferrably be educated to degree level or have equivalent experience, consistent with the intellectual demands of the job.

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