Client Project Manager

About the Company: At Dynamic Planner, we have a clear purpose: helping financial advice firms match people with suitable investments solutions. Since we were founded in 2003, we’ve married tech with asset risk modelling to enable that ambition. Our Client Profiling module sets the industry standard, supporting over 2 million UK investors. As the UK’s market leading digital financial planning and advice platform, advisers use us to gain information about their clients, to calculate their appetite for risk, to analyse their financial situation, to match them with suitable investment opportunities and enable them to fund the life they want. Coupled with Investment Services to help asset managers design, profile and target investment solutions we have a completeness of offering which sets us apart. We are engaged and passionate about designing and delivering great products, services and experiences for clients and colleagues. With multiple platform and customer awards we are proud to add the 2024 PIMFA Diversity and Inclusion award which recognises our inclusive culture, one which enables talent to be recognised and promoted, and allowing people to bring their whole selves to work.

About the Role: This role is ideal for experienced project manager who feels accountability for delivering a SaaS product at scale, by empowering and leading a team to maximise our clients potential use of Dynamic Planner. Effectively communicate team progress in all relevant forums developing stakeholder confidence through learning the Dynamic Planner product set, developing your understanding of the Financial Advice domain and making a great contribution within our delivery te

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Responsibilit

• ies:
  
  Deliver Tactical and Strategic intent of client con
• tractsCoordinate Client Implementation and professional service acti
• vitiesAccountable for client implementation project budget and gove
• rnanceLeading planning and implementation of both internal and external projects to achieve organisational t
• argetsManages and leads complex / large scale initiatives that span one or multiple business fun
• ctionsFull project lifecycle ownership: with success including full implementation from initiation to deployment for one or several initiatives simultan
• eouslyEmpower and lead cross functional teams to maximise their pot
• entialClient and Third-Party management (at Senior Management level) on applicable pr
• ojectsWork creatively and analytically in a problem-solving environment demonstrating teamwork, innovation and exce
• llenceParticipate in establishing practices, templates, policies, tools and partnerships to expand and mature these capabilities for the organi
• zationEffectively communicate project status and progress in all relevant forums developing stakeholder conf
• idenceClient and Third-Party management (at Senior Management level) on applicable projects or workstreams in UK and