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Change Manager - Wealth Management
£350-£450 per day (Outside IR35)
Initial 3-4 month contract
Birmingham (Hybrid)

REED Technology are working with a client who require an experienced Change / Delivery Manager to support the integration of a new investment platform into a Wealth Management business. This is a key role within a live programme of work where the platform is being introduced into the UK market for the first time, working closely with the vendor (Pershing) and internal business teams.

Key Responsibilities

Lead business readiness and change delivery for the integration of a new investment platform.

Work closely with Pershing and internal stakeholders to ensure requirements, dependencies and outcomes are clearly understood and communicated.

Drive end-to-end delivery across business, technology and operational teams.

Ensure operating models, workflows, controls and training materials are aligned to the new platform capability.

Identify and manage risks, issues and dependencies impacting delivery.

Skills & Experience Required

Wealth Management experience is essential - ideally within discretionary or adviser-led environments.

Proven background delivering platform or system integration programmes within financial services.

Experience of business readiness, cutover planning, process change and stakeholder management.

Strong vendor and partner coordination experience - ideally with Pershing or Nexus.

Ability to hit the ground running in a fast-moving programme environment.

Desirable

Experience of CRM and investment platform integration, ideally including Iress Xplan.

For your application to be considered, you must have full rights to work in the UK and Applicants must have no outstanding County Court Judgments (CCJs).

If you have the skills and experience to carry out this role, and immediately available, please apply using the link provided