Senior Project / Programme Manager – Wealth Operations Transformation
Locations: Bristol, , London, Essex or Central Scotland(Hybrid)
A leading global financial services technology and operations provider is seeking a Programme Manager to lead complex wealth operations transformation initiatives for high-profile clients.
This is a senior, client-facing role focused on delivering Target Operating Model (TOM) design and implementation, operational change, and transformation across wealth servicing environments — particularly across non-advised client journeys, partner/adviser processes, and High Net Worth service models.
You will act as the primary interface with the client, owning delivery from initiation through to implementation, ensuring alignment with strategic objectives while driving operational efficiency, stakeholder adoption, and measurable business outcomes.
What you will be doing
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Lead end-to-end delivery of large, complex projects and programmes within wealth operations
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Drive operations transformation across client servicing, adviser/partner processes, and HNW models
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Design and deliver Target Operating Models (TOM) covering processes, organisation, technology, and capability
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Lead TOM implementation and the associated change management to ensure smooth adoption
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Partner closely with clients to review and optimise current operating models, systems, and structures
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Act as the senior client contact, managing expectations and reporting throughout the lifecycle
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Establish strong governance, reporting, and risk management across multiple workstreams
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Manage resources, budgets, vendors, and cross-functional delivery teams
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Promote best practice, continuous improvement, and lessons learned across programmes
What we’re looking for
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5+ years’ experience delivering complex projects/programmes in a client-facing environment
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Proven experience in operations transformation and Target Operating Model delivery
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Experience within wealth management / platform / life & pensions / investment servicing environments
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Strong stakeholder and client management skills at senior level
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Experience leading matrix and cross-functional teams
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Strong governance, risk, and financial management capability
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Familiarity with PRINCE2, PMI, Agile or similar methodologies
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Ability to manage multiple workstreams under pressure while maintaining quality
If you have the above experience please submit your CV immediately
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