Wealthtime
Transformation Project Manager
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About Us
Wealthtime is an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support. In the last year, we’ve taken bold steps to future-proof our proposition, entering a strategic partnership with Wipro and strengthening our relationship with GBST. This 10-year partnership guarantees automatic annual upgrades ensuring we’re always on the very latest technology, enhanced functionality, improved security, and regulatory resilience.
With over £12 billion in assets under administration and a growing team of more than 100 professionals, we’re building something truly exceptional.
Our culture is driven by three core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—empowering our people to innovate, collaborate, and create meaningful impact every day.
Wealthtime is part of Quanta group, a next-generation financial services Group, providing a full wealth management service through three core businesses – Wealthtime, Copia Capital Management and Craven Street Wealth.
About The Role
The Transformation Team drives strategic, organisation-wide change by coordinating technology, people, and processes to deliver well-governed, outcome-driven initiatives. It leads major cross-functional programmes — from business integration to platform modernisation — ensuring strong governance, alignment to business goals, and measurable delivery outcomes. The team acts as the bridge between strategy and execution, ensuring programmes are delivered consistently, transparently, and with demonstrable business value.
We are seeking an experienced and detail-oriented Project Manager to join our Transformation team and be part of a strategic platform transformation programme, with a specific focus on the delivery of a successful platform migration.
The role requires expertise in project management, stakeholder engagement, and preferably experience within the UK platform and wealth management industry.
The successful candidate will be a key part of the planning and delivery of workstreams within the programme, to ensure that they are delivered on time, within budget, and with minimal disruption to the business and our customers.
This role will be on an initial 12-18 month fixed term contract basis.
Key Responsibilities
Project Planning & Delivery
- Lead end-to-end delivery of projects, ensuring scope, timelines, budgets, and quality standards are met.
- Develop and own a comprehensive project plan, outlining key milestones, deliverables, and timelines.
- Ensure that the scope, objectives, and success criteria are tracked to and met.
- Manage cross-functional teams, technical SMEs, vendors, and business stakeholders.
- Develop and maintain project plans, RAID logs, status reports, and governance artifacts.
- Drive structured change management, communication, and user adoption activities.
- Apply consistent project methodologies and maintain project artefacts.
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Stakeholder Engagement
- Collaborate closely with internal teams, vendors, and third-party service providers to ensure alignment on project objectives and execute delivery.
- Provide regular updates on progress, risks, and issues, ensuring transparency throughout the project lifecycle.
- Facilitate updates and presentations to senior management and stakeholders.
Execution and Coordination
- Coordinate cross-functional teams to execute the project tasks effectively, including those from external vendors and third-party service providers.
- Ensure data integrity and security, and consumer duty remain central to the execution and delivery of the project deliverables.
- Oversee testing phases, system functionality testing, and user acceptance testing (UAT).
Risk Management
- Proactively identify and mitigate risks or issues that could impact project delivery, regulatory compliance, or client outcomes.
- Collaborate with stakeholders to identify and effectively mitigate and manage risk impact to ensure successful project delivery.
Business Readiness
- Manage business readiness activities for some of the programme workstreams, with a specific focus on the ability for the business to accept the migration safely.
- Work with other project and business stakeholders to ensure that communications (external and internal) are appropriately planned and delivered in a timely manner.
Post Go-Live Support
- Monitor and facilitate post go-live support for some of the programme workstreams to enable issues to be resolved promptly.
- Gather feedback from users to identify areas for improvement and implement necessary adjustments.
About You
Essential
Specialist Skills, Qualifications and Experience
- Exceptional organisational and time management skills.
- Excellent communication and interpersonal abilities, with the ability to translate technical jargon into clear business language.
- Strong organisational and stakeholder-management skills, with the ability to work across multiple teams and business units.
- Solution orientated and resourceful with strong problem-solving and analytical skills, always seeking ways to address challenges and move forward.
- Strong attention to detail with the ability to focus on both the bigger picture and smaller details that matter.
- Ability to manage multiple priorities and stakeholders effectively with strong prioritisation skills.
- Resilience and adaptability in a dynamic and fast-paced environment.
- Proven experience working with third-party outsourced providers.
- Experience working in the UK platform or wealth management industry.
- Proficient in project management tools (e.g. MS Project, Jira).
Desirable
- Proven experience managing platform migrations and data migrations would be an advantage, ideally within the financial services or investment sector.
- PRINCE2, PMP, Agile PM, or similar certification.
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Core Competencies
- Highly organised, structured, and detail-oriented.
- Strong communicator who can translate between technical and non-technical stakeholders.
- Proactive problem-solver with a continuous improvement mindset.
- Comfortable working in a newly forming function and shaping processes from the ground up.
- Collaborative, pragmatic, and able to balance governance with operational realities.
- Operational Excellence: Continually delivering and improving excellence for clients and customers.
- Communicate clearly and concisely, tailoring content and style.
Rewards & Benefits
- Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
- Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
- Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
- Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
- Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
- Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
- Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
- Financial Security: Prepare for your future with our Group contributory pension scheme.
- Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
- Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
- Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
- Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.
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