Senior Technical Project Manager

Salary: £49,000 - 89,000 per year

Requirements:

• Bachelors degree or equivalent experience in the finance or technology industry
• 5+ years of full lifecycle project management experience in a technology environment, with a proven ability to deliver against defined scope, budget, and timeline
• 5+ years of experience using industry-standard project management tools, methodologies, and best practices
• 2–3 years of experience leading complex project teams, workstreams, or delivery efforts
• Strong knowledge of SDLC frameworks and delivery methodologies, including Agile, Scrum, Iterative, and Waterfall
• Experience working in a fast-paced, evolving organization and adapting effectively to changing priorities
• Ability to work under pressure and manage competing priorities appropriately
• Experience with project management and collaboration tools such as Jira, Tempo, and Confluence
• Strong analytical and problem-solving skills, with experience managing complex, multi-faceted projects
• Ability to work independently, learn quickly, and drive solutions in an innovative, fast-paced environment
• Ability to quickly adopt new concepts, business models, products, and technologies
• Financial services industry experience
• Background in wealth management, digital advisory platforms, or related financial services domains strongly preferred
• PMP certification or PMI knowledge preferred

Responsibilities:

• Own end-to-end delivery of InvestCloud products and custom solutions for Digital Wealth clients
• Lead all phases of project execution, ensuring delivery within approved scope, budget, and timeline
• Build and maintain strong client relationships through clear communication, proactive risk management, and quality delivery
• Manage resources and deliverables across a cross-functional, matrixed organization
• Create and maintain accurate project status, budgets, schedules, forecasts, and scope updates
• Develop and actively manage detailed project plans with tasks, milestones, dependencies, and due dates
• Identify project risks early and develop actionable mitigation plans
• Escalate and resolve issues in a timely manner while keeping stakeholders informed
• Communicate effectively with internal and external stakeholders at all levels, including executive audiences
• Conduct executive-level status meetings and provide comprehensive weekly project updates
• Coordinate across the organization to align teams, remove blockers, and drive timely execution
• Use standard tools, templates, processes, and best practices to ensure consistency and delivery quality
• Delegate and communicate project objectives clearly to internal teams while driving accountability for results
• Manage all aspects of client communication for assigned projects
• Build strong team relationships through enthusiasm, adaptability, patience, and a positive attitude
• Prioritize value-add activities that support project objectives and keep engagements aligned to scope
• Perform other duties as assigned
• Partner with project sponsors, stakeholders, Business Analysts, Solution Architects, and product leadership throughout the project lifecycle
• Manage project plans, milestones, risks, issues, deliverables, financials, and reporting
• Adapt to changing priorities and resource constraints while maintaining project momentum and a positive client experience

Technologies:

• Confluence
• Support
• JIRA
• Project Manager
• Data Warehouse

More:

We are InvestCloud, a global wealth technology company focused on enabling a smarter financial future and advancing the digital transformation of wealth management. We serve Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers around the world, delivering digital wealth management and financial planning solutions across the wealth continuum. Our clients represent more than 40% of the $132 trillion in global assets, and in 2024 we were named a CNBC Worlds Top Fintech Company. We are hiring a full-time Senior Technical Project Manager for our Professional Services team to lead Digital Wealth client implementations and platform delivery engagements. Our values are Client Connected, Human Centered, Technology Forward, Respect + Integrity, and Excellence. Salary varies based on education, experience, skills, abilities, internal equity, market data, and geographic location.

last updated 39 week of 2026