Project Manager – Wealth Management Transformation.
This mandate is run by SYMPHONI HR, a Mumbai-based executive search firm, est. 2003. Applications are email-verified and reach the search team running the role — confidentially, always.
About the organisation.
Our client is a leading global professional services and accounting firm, serving a broad base of institutional and private clients across the financial sector. They are known for delivering large-scale transformation programmes and cultivating a collaborative, high-performance culture.
About the role.
This is a secondment opportunity to lead a major Wealth Management transformation initiative within a key client environment. You will coordinate across business, front-office, technology and delivery teams to keep scope, timelines, dependencies, risks and stakeholders aligned. The role suits a seasoned project leader who can take ownership of end-to-end delivery and engage confidently with senior stakeholders.
What you will do.
- Lead and drive end-to-end delivery of Wealth Management transformation initiatives.
- Develop and manage project plans, milestones, deliverables and dependencies.
- Coordinate across business, front-office, technology and other delivery teams.
- Track and manage risks, issues, dependencies and key decisions.
- Lead project governance, status reporting and stakeholder forums.
- Drive resolution of delivery challenges and escalate where required.
- Manage priorities and expectations across multiple senior client stakeholders.
- Ensure business and technology workstreams stay aligned with project objectives.
What you bring.
- Wealth Management experience is mandatory, ideally within Wealth Management or Private Banking.
- Strong project management experience delivering business and technology transformation projects in complex environments.
- Strong knowledge of financial products and asset classes.
- Good understanding of front-office processes and the front-to-back trade lifecycle.
- Strong planning, governance, risk, issue and dependency management skills.
- Experience coordinating multiple business and technology workstreams.
- Strong communication and stakeholder management skills, with confidence to influence senior stakeholders.
- Experience with Avaloq or other Wealth Management platforms is a nice-to-have.
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