About the Role
My client is seeking a dynamic and commercially astute Senior Project Manager/ Project Manager who has a prove background in Proposition Creation with deep expertise in Wealth Management, specifically Discretionary Portfolio Management, to drive the successful delivery of new client propositions from conception through to market launch.
This is a high-impact role requiring a blend of strategic thinking, product development acumen, and delivery leadership. You will be the central force coordinating cross-functional teams to bring these propositions to life at pace.
Key Responsibilities
- Own and drive the end-to-end delivery of e new discretionary portfolio management propositions, currently in-flight but requiring structured leadership and acceleration.
- Shape and refine proposition strategy, ensuring alignment with client needs, regulatory requirements, and commercial objectives.
- Lead cross-functional collaboration across investment operations, risk, compliance, marketing, legal, and technology teams to ensure timely and effective delivery.
- Navigate and negotiate within an agile delivery environment, managing scope, priorities, and dependencies.
- Ensure readiness across all business functions for launch, including operational onboarding, client communications, and go-to-market planning.
What You'll Deliver
- Three fully launched discretionary portfolio management propositions, ready for client adoption.
- A coordinated delivery plan that integrates business readiness, operational enablement, and proposition design.
- Clear decision-making frameworks and governance to support timely execution.
About You
- Proven track record in Wealth Management, with deep domain knowledge of discretionary portfolio management.
- Experience in developing and launching commercial propositions in a regulated financial services environment.
- Strong understanding of agile methodologies, with the ability to manage deliverables and influence stakeholders across business and technology.
- Excellent communication and leadership skills, with the ability to bring together diverse teams to deliver a common goal.
This role is very much a hands on Project manager - so if you have a programme level background it will be the right position for you at this time
