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Senior Project Manager

Senior Project Manager

Albany BeckCity of London, London, United Kingdom
30+ days ago
Job type
  • Permanent
Job description

Project Manager / Change Lead

Location : London (Hybrid)

Company : Albany Beck

Employment Type : Permanent

About Albany Beck

Albany Beck is a consultancy firm that partners with some of the most forward-thinking organisations in financial services and beyond. We specialise in delivering high-impact, flexible solutions through a combination of deep industry expertise and dynamic talent. Our culture is built on innovation, collaboration, and integrity—values we expect every team member to uphold.

Role Overview

As part of Albany Beck’s growing Change & Transformation practice, you will be deployed onsite with a prestigious Wealth Management client to deliver a new Financial Planning (FP) system, Iress X-plan, as a core component of their Wealth Advice proposition. This role offers a unique opportunity to influence strategic change within a regulated, client-facing environment.

Key Responsibilities

  • Lead delivery of the X-plan system into the Wealth Advice business operating model
  • Manage stakeholders across Business Change and Front Office
  • Oversee and coordinate Business Analysts and contribute to hands-on analysis where required
  • Drive definition and management of the Target Operating Model (TOM)
  • Provide oversight of testing activity (UAT, functional, regression)
  • Lead or contribute to the creation and delivery of training materials
  • Ensure alignment with regulatory and business needs across all stages

Key Skills and Experience

  • Extensive experience in Financial Planning / Regulated Advice environments, ideally within large banks or independent financial advisers
  • Strong understanding of Financial Planning lifecycle : product selection, implementation, fee structure, and reconciliation
  • Demonstrated Project Management delivery in complex change environments
  • Previous exposure to Operating Model design
  • Hands-on or oversight experience in Business Analysis, especially relating to system implementation
  • Proven ability to manage testing oversight across testing and business teams
  • Experience in training material design and delivery
  • Desired Skills :

  • Strong organisational and planning ability
  • Confident communication across exec-level and matrix stakeholders
  • Agile in managing shifting priorities and hands-on problem solving
  • Collaborative team player with a client-first approach
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    Senior Project Manager • City of London, London, United Kingdom