Project Manager – Transformation and Change
 

As part of FNZ’s Transformation and Change Team you will be part of a small high calibre team delivering significant transformation to our company in terms of efficiency, ways of working, operating model redesign.

The Project Manager will support FNZ’s internal Business Transformation agenda by delivering workstreams or a programme of work within a specific transformation area (e.g. delivery (not client facing), operations, operational efficiency, governance, process redesign, operating model design, amongst others). The team is conscious of leveraging each individual’s unique skill set and experience and there are likely a number of roles to be filled at various levels of experience.

This is an internal-facing role, focused on improving FNZ’s efficiency, via deep understanding of business drivers, future direction, operating model design, and best in class ways of working. The role does not involve client delivery or implementation of the FNZ wealth management platform although engagement with clients may be required.

*UK only* As this role is caught by the Certification Regime, the role holder must adhere to the FCA’s Conduct Rules and the FCA’s Fitness and Propriety Requirements

Key Responsibilities

Project Delivery

Deliver assigned transformation projects or workstreams within a broader programme

Manage project scope, plans, milestones, risks, issues, and dependencies and governance

Track delivery against agreed objectives, timelines, and success measures

Ensure appropriate documentation, reporting, and controls are maintained

Transformation Initiative Support

Contribute to initiatives focused on operational efficiency, business process improvement, or operating model change within the assigned area

Support business process design activities

Assist with implementation planning and transition into business-as-usual

Change & Stakeholder Engagement

Work closely with business stakeholders cross functionally

Facilitate workshops, working groups, and decision forums as required

Governance & Reporting

Operate within established programme governance frameworks

Prepare clear and concise project reporting for programme leadership and senior stakeholders

Escalate risks and issues appropriately and support decision-making

Key Skills & Experience

Essential

Proven project management experience delivering business change initiatives

Strong organisational and planning skills, with attention to detail

Ability to manage stakeholders across multiple functions

Strong written and verbal communication skills

Structured, outcome-oriented approach

Advantageous

Background in financial services operations, technology, or business transformation

Experience supporting operational efficiency, operating model improvement and or change, or internal change initiatives

Exposure to regulated environments or risk and control frameworks

Financial and business case development experience

Project management qualification (Prince2, PMP, or equivalent)

Personal Attributes

Adaptable and flexible and comfortable with change

Collaborative and pragmatic

Commercially aware

Proactive, independent, self-directing and outcome focused working style

Excellent organisational, administration and time management skills

Good team communication skills, confident in dealing with internal and external clients; Highly developed written and oral communication skills

Required Industry Knowledge

Financial Services experience preferably investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate in

An understanding of the regulatory environment FNZ operates within

Advantage having managed 3rd party suppliers

Significant experience in leading the delivery of business-critical projects within Financial Services

Experience of managing stakeholders to executive levels

Education

First class honours degree, masters, MBA or equivalent experience

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with the world’s leading financial institutions, with over US$2.2 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.